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ABOUT THE IPA

Advancing Portfolio

Diversification

Through advocacy and industry-leading education, the Institute for Portfolio Alternatives (IPA) is committed to expanding access to real assets and creating more opportunities for retail investors to effectively balance their portfolios. The IPA provides national leadership for the Portfolio Diversifying Investments (PDI) industry. We bring together the top asset managers, product distribution partners and industry service providers - new and established - who are dedicated to driving the industry forward through education, innovation and transparency.

240

MEMBER COMPANIES

2,400

INDIVIDUAL MEMBERS

On top of managing the evolving dynamics of our industry, the IPA is intensely focused on driving change that will reap benefits in the future.

Leon VolchyokSenior Managing Director | Blackstone

PDI Industry Reach

The IPA supports increased access to investment strategies with low correlation to the broader markets such as: non-listed real estate investment trusts (REITs), business development companies (BDCs), interval funds, closed-end funds, opportunity zones funds, DSTs/1031 Exchanges, and other private placements.

Total Assets Held by
REITS

230

BILLION

Total Assets Held by
BDCs

112

BILLION

Total Assets Held by
Interval Funds

80

BILLION

Total assets held by
DSTs/1031 Exchanges

67.5

BILLION
PDIs DEFINED

IPA Value Proposition:

A Powerful Industry Advocate 

  • Real-time actionable intelligence on critical legislative and regulatory issues 
  • Direct relationships and dialogue with the SEC, FINRA, NASAA, Treasury and key agencies 

Knowledge & Networking 

  • Showcase your firm and highlight your products and services 
  • Executives coming together to learn from industry experts and each other 
  • Expansion of business contacts through personal networking with industry leaders 

Industry-Leading Public Relations 

  • Proactive PR efforts to increase awareness of PDIs 
  • Protect, enhance and build positive messaging for PDIs 
  • Exclusive relationship with a leading global communications firm 

Industry Voice 

  • Executive engagement in IPA committees provides national leadership for PDIs 
  • Your voice at the table affords opportunities to drive industry growth

IPA Membership:

Distribution Partners:

% of Members

The Distribution Partner member category (“Distribution Partner(s)”) is comprised of Broker-Dealers and Registered Investment Adviser Firms. Broker Dealers. The Broker Dealer member category (“BD Member(s)”) is composed of Financial Industry Regulatory Authority (“FINRA”) member broker dealers who are not affiliated through ownership with Asset Managers and who offer PDI securities to their customers. Registered Investment Adviser Firms. The Registered Investment Advisor Firm member category (“RIA Member(s)”) is composed of registered investment adviser firms that recommend PDI securities to their customers.

Asset Managers:

% of Members

The Asset Manager member category (“Asset Manager”) is composed of sponsors of public, non-listed and/or privately placed portfolio diversifying investments (“PDIs”), including, without limitation, investments structured as REITs, business development companies, interval funds, tender offer funds, qualified opportunity zone funds, Delaware Statutory Trust exchange programs, or other public, non-listed investments and privately placed investments.

Industry Partners:

% of Members

The Industry Partner member category (“Industry Partner Member(s)”) is available to any person or entity not otherwise eligible to become an Asset Manager or Distribution Partner, but that provides goods or services to Asset Managers or Distribution Partners, or which otherwise wishes to market to such Members or be associated with the PDI industry. Industry Partners include FINRA member broker dealers that are not affiliated through ownership with an Asset Manager and do not offer PDI securities to their customers, but act as a dealer-manager for an Asset Manager’s PDI securities.

OUR MEMBERS

POLICY ADVOCACY

A Powerful Industry Advocate

Our members are on the leading edge of the policy and regulatory issues that directly affect the alternative investments industry. You’ll not only have inside access to real-time intelligence at the local, state and federal levels, but IPA members can actively engage in the legislative and rulemaking process. We work directly with legislators and regulators to ensure that new laws promote business growth and capital formation while protecting investors. The IPA is consistently recognized as the leading, results-driven advocate for the PDI Industry.

The IPA’s unifying voice for the industry is much stronger than any individual member firm.

John CarterExecutive Chairman | Carter Funds

IPA EVENTS

Knowledge and Networking

The IPA is uniquely positioned to raise awareness of PDIs among stakeholders and market participants. We offer a range of educational platforms that provide opportunities to develop productive relationships and to speak directly with distribution partners, asset managers and industry partners. Our Due Diligence Symposiums, IPAVision, IPASummit & Hill Day, IPAForums and Direct Insights webinar series all offer members visibility to the topics and trends that are driving industry growth.

The IPA is where I go to learn and network and walk away with great ideas.

Trisha MillerExecutive Managing Director | Redbrick LMD, LLC

IPA COMMITTEES

Industry Voice

The IPA’s six specialized committees and their respective interest groups. This unique structure has a central role in the IPA’s efforts to provide national leadership for the PDI industry by working to advance our members’ strategic priorities. The IPA encourages all of our members to get involved to drive the industry forward by having an active voice on the critical issues impacting their businesses.

100

COMMITTEE MEMBERS