From the Institute

The IPA is pleased to share two important resources on Qualified Opportunity Zones (QOZs) from our QOZ coalition partners, both of which provide transparency into fundraising and impacts resulting from…

IPA also adds two new strategic board positions representing wirehouse and custodian partners WASHINGTON, Oct. 7, 2019 /PRNewswire/ -- The Institute for Portfolio Alternatives (IPA) elected eleven new directors at its recent board…

Tony Chereso offers an in-depth preview at what attendees will take away from IPAVision 2019 and, and why the alternatives future is now. IPAVision 2019 is coming September 23-25 in…

New Collaboration Gives IPA Members Discounted Access to Marketplace of Business, Technology and Client Service Solutions Washington, D.C., September 9, 2019 - The Institute for Portfolio Alternatives (IPA), the leading…

You’ve no doubt read about the poor state of Americans' retirement savings. The three legs of the retirement “stool” – private savings, pensions and Social Security – are wobbly, to…

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…

The IPA recently brought together leading asset managers, tax attorneys, regulators and due diligence professionals to offer a deep dive on Qualified Opportunity Zone Funds. Working in partnership with AI…

The Institute for Portfolio Alternatives (IPA), in partnership with Robert A. Stanger & Company, Inc. (Stanger) released the first in a quarterly series of reports tracking the performance of non-listed…

The IPA’s Tony Chereso discusses a transformative year for the PDI industry, and the bright future for retail alternative investments. The changing needs of the retail investor continue to serve…

The IPA recently hosted a webinar with top industry tax experts to provide analysis and guidance on the new Opportunity Zone regulations.

Matt Tramel, the IPA’s chief communications officer, recently sat down with Greg Mesack, partner at the Eris Group, and Anya Coverman, senior vice president, government affairs and general counsel at…

The management of Americans’ retirement dollars is undergoing a fundamental transformation from a world of defined benefit plans, which asked little effort of participants, to a landscape dominated by defined…