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This time of year always puts rejuvenation and new growth into perspective. As we push forward on the important legislative and regulatory issues that impact our businesses on a daily basis, we also continue to seek paths that offer new opportunities and professional fulfillment. Often, we overlook a simple truth – that personal and professional growth take conscious effort over a lifetime.

Tony Chereso
President & CEO
Institute for Portfolio Alternatives

The IPA, along with our amazing members and business partners, is growing into much more than just a professional trade association. We’re working together as a team, growing the next generation of leaders and building a sustainable community that cultivates and encourages our shared belief: that every person should have equal access to portfolio diversifying investments and an opportunity to effectively build their retirement savings.

In support of this important mission, the IPA is offering two unique opportunities for business and professional growth at the upcoming AltsEDGE RIA Workshop and Women’s Initiative Network (WIN) Forum events, June 17-19 in Chicago.

AltsEDGE is an immersive education workshop designed to share the latest alternative investment strategies on Qualified Opportunity Zone Funds, REITs and private equity offerings. Given the continued acceleration of PDI product sales through the RIA channel, we think this exciting new format can bring the advisers together with leading asset managers for informative discussions and valuable networking.

We’re also excited to be hosting our seventh annual WIN Forum. What started out as a small but mighty group of dedicated women leaders seven years ago, has steadily grown into an interactive networking group that offers fresh perspectives on business leadership and aims to inspire our industry’s next generation leaders. The Women’s Initiative Forum is an outstanding opportunity for new engagement, growth and inspiration!

I want to thank and acknowledge all of our members who continue to lead our industry toward new horizons. Our growth continues to be organic, driven by a community of dedicated professionals who believe in our shared mission.

I look forward to seeing many of you in Chicago in the weeks ahead as we continue our work together!

Tony Chereso