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The IPAConnect series is back following record-breaking attendance at our February event! We shifted the conversation to the ever-expanding market of publicly registered offerings. This highly anticipated event brought industry-thought leaders together through a new interactive agenda focused on creating quality dialogue, strengthening industry relationships and delivering actionable insights for your business.



1776 Wealth LLC
Advisory Group Equity Services. Ltd
Alston & Bird LLP
Alternative Investment Exchange (AIX)
American Portfolios Financial Services Inc.
Andalus Capital
Andalusian Wealth Management
AOG Wealth Management
Apollo Global Management, LLC
Ares Management Corporation
Arete Wealth Advisors
Arkadios Capital
Ashford Securities, LLC
Axxes Capital Inc.
Baker & McKenzie LLP
Bank of America Merrill Lynch
Barings LLC
Berthel Fisher & Company Financial Services Inc.
Brookfield Oaktree Wealth Solutions
Cambridge Investment Research Inc.

Cantor Fitzgerald
Capital Square
Cavria Advisors, LLC
Cetera Financial Group
CION Investments
CION Securities, LLC
Commerce Street Capital
Commerce Street Investments
Crescent Securities Group, Inc.
Crow Holdings Capital
Deloitte & Touche LLP
DWS RREEF Property Trust
Eagle Point Credit Management LLC
Ernst & Young LLP
Eversheds Sutherland (US) LLP
FactRight, LLC
Finite Management
Forum Capital Advisors
Frank Templeton Alternatives
FS Investments

Gladstone Securities
Gray Robinson, P.A.
Griffin Capital Company, LLC
Hickory Capital, LLC
Humphreys Capital
IDB Capital
Infinity Financial Services
Inland Real Estate Investment Corporation
Inland Securities Corporation
KKR & Co. (Kohlberg, Kravis, Roberts & Co.)
LEX Markets LLC
Lighthouse Life
Massey Financial Group
MCI – Megatel Capital Investments
Megatel Capital Investment
Mick Law P.C.
Morgan Stanley
Morris, Manning & Martin, LLP
NexPoint Securities
Nobles & Richards, Inc.

Pacific Oak Capital Markets
Pariter Securities
PGIM Real Estate
Phoenix American Financial Services, Inc.
Preferred Capital Securities
Protected Investors Of America
Rep Driven Results, LLC
Robert A. Stanger & Co., Inc.
RREEF Property Trust
Rudwall Wealth Management LLC
Sanctuary Wealth
Sealy & Company
Seasons Investments, LLC
Securities Transfer Corporation
Starwood Capital Group
Strategic Wealth Planning
Stroock & Stroock & Lavan LLP
Ultimus Fund Solutions, LLC
Walton Global Holdings, LLC.
Wealthforge Securities, LLC



Due Diligence Meetings
(Attendees: Broker / Dealers, RIAs, and Presenting Sponsors Only)

Unprecedented Performance Is Accelerating Capital Flows – The Future is Bright

The trajectory of the non-listed publicly register investment marketplace is nothing but extraordinary.  Even a global pandemic couldn’t derail investors sentiment.  Investor capital is rapidly accelerating into investments like NAV REITs, in response to proven performance, the entrance of global institutional investment management and a yearning for strong yields and diversification. Investments in BDCs and other publicly registered programs hit record levels in 2021 and are on pace to hit new record levels this year.

As we look to the second half of 2022 and beyond, join Stanger and Snyder Kearney as we unpack the driving factors behind the latest numbers and take an in-depth look at the continued resiliency of the portfolio diversifying investments industry, while also discussing what is in store for the remainder of 2022 and beyond.

Kevin Gannon
Chairman & CEO,
Robert A Stanger and Co Inc

Todd Snyder
Managing Member,
Snyder Kearney, LLC

The State of The Global Real Estate Market – A CEO Perspective

What macro-economic trends and fiscal policy, both domestic and international are likely to have the greatest impact on commercial real estate (CRE) and real estate credit orientated investments? What are notable demographic and social trends that CRE investors need to be aware of? Which niche asset types and what markets will offer the greatest investment potential over the next few years, particularly when factoring in the macro-economic outlook? In examining these factors, this session assesses which asset types, and which markets, will offer the best mid-long-term investment potential as well as the greatest protection in a possible market downturn.

With the state of the global real estate market ever-changing, increasing flows of retail capital will reshape the commercial real estate landscape forever. As investors seek durable yields and less market volatility, allocations to NAV REITs are seeing unprecedented capital flows.

Join senior executives from the largest global asset managers as they discuss the emerging trends that will shape the real estate market and the future of global real estate investment and development.

Michael Sealy
Chief Capital Markets Officer, Sealy & Company

Anne-Marie Vandenberg
IPA Chair, President & CEO, RREEF Property Trust and Lead Portfolio Manager of RREEF Management L.L.C.

Zach Vaughan
Brookfield REIT

John P. McCarthy
Starwood Real Estate Income Trust

Mitchell Sabshon
President & CEO,
Inland Real Estate Investment Corporation

Strategies and Key Issues for Transformative Sponsor-Level and Fund M&A Transactions

Mergers and acquisitions involving fund sponsors privately or externally advised funds involve several key legal, tax, business, human resources, intellectual property, and financial issues. To successfully navigate these complex transactions and select the best structure and path forward, it is helpful to understand the critical issues and considerations.

This session brought together industry leading experts to provide insight on transaction alternatives with a focus on tax structuring, regulatory considerations, and market terms. We explored key pre and post transaction considerations including, current market conditions, active and inactive industry sectors, valuation multiples and deal trends.

Lane Morgan
Partner, Baker & McKenzie LLP

Kevin Shields
Chairman & CEO,
Griffin Capital Company, LLC

Kevin Gannon
Chairman & CEO,
Robert A Stanger and Co Inc

Jeff Taylor
Partner, Head of Product Ares Wealth Management Solutions, Ares Management Corporation

Seth Weiner
Morris, Manning & Martin, LLP


Emerging REIT Tax & Accounting Challenges

Tax and accounting issues continue to evolve resulting from legislative, regulatory and market pressures. Tax provisions are becoming increasingly complex. This panel of industry experts explored the latest considerations emanating from current and emerging SEC and FASB guidance impacting CRE, as well as trends affecting real estate finance and accounting.

Michael Anthony
Managing Director, Blackstone

Doug Hart

David Voss

Christopher Johnston
Ernst & Young

Networking Cocktail Reception | Sponsored By:


Due Diligence Meetings
(Attendees: Broker / Dealers, RIAs, and Presenting Sponsors Only)

Where is the Smart Money Investing – A Wealth Management Perspective

Executives of wirehouse firms as well as independent broker/dealers discussed critical issues regarding a variety of topics for asset managers regarding distributing alternative investments via financial intermediaries. The panel investigated the demand for various types of alternatives investments, the manager selection process, due diligence requirements, structure requirements, the role of compliance, and the expectations of how to build a strong distribution partnership, among others. With the backdrop of investor issues like inflation, need for yield and talks of recession, how does this community manage investors’ expectations in these uncertain times and through these evolving market conditions.

Matt Fries
, IPA Chair Elect,
Head of Due Diligence at Cetera Financial Group

Mark Sutterlin
Hedge Fund Origination,
Bank of America Merrill Lynch

Alec Brodsky
Vice President,
Morgan Stanley

Larry G. Peery, II
Managing Partner & Chief Investment Officer,
Cavria Advisors, LLC

Andrew Barnum
Senior Vice President, Enterprise Solutions,

Regulatory & Legislative Hot Topics

This panel will explored the hottest regulatory topics and policy priorities this year effecting publicly registered offerings, from Blue Sky filings and state concentration limits to the latest proposals from FINRA and the SEC. We also heard from industry experts and practitioners on what is happening legislatively at the state and federal level during this most important time for the securities industry.

Industry and regulatory perspectives on developments in the registration requirements under state law. Learning how firms are managing risks and regulatory expectations with state concentration limits in this rapidly evolving space. Delve into important questions on top-of-mind topics including new FINRA notice on sales practice obligations for complex products and the SEC’s rule proposal to enhance and standardize climate-related disclosures. Explore how industry is responding to the rollout of unprecedented and wide-ranging regulatory agenda to significantly change existing market rules and practices over a short period of time across a variety of interrelated markets. At the same time, U.S. capital markets have performed extraordinarily well against recent global events. Changing the “rules of the road” across an array of connected markets represents regulatory uncertainty that could impact markets and the economy.

Jason Goode
Partner, Alston & Bird LLP

Gina Gombar
VP, Government Affairs and
Associate General Counsel, IPA

Shannon McNulty
Morris, Manning & Martin, LLP

Doyle Bartlett
Managing Shareholder DC,

The Revitalization of BDCs

A company needs capital to operate and grow. Where businesses can source that capital has been evolving over the last decade. As banks, the standard go-to for capital, have consolidated and lending requirements become increasingly stringent, business development companies (BDCs) are helping to fill the gap in those financing needs for growing or distressed companies.

The investment opportunities that asset managers are seeing and the need for yield that investors are seeking could be the perfect storm to solidify the reemergence of the BDCs. Will the reemergence of BDCs have lasting power? Will they see the same growth that REITs have seen? Are the same dynamics that fueled the initial growth of BDCs still a driving factor today? How have they changed from their early days? This session examined these topics and more to better understand the new world of BDCs.

Cynthia Krus
Executive Partner, Eversheds-Sutherland (US)

Carlos Whitaker
Senior Managing Director,

Earl Hunt
Apollo Global Management

Raj Vig, Managing Director – Co-head BlackRock US Private Capital, Chairman & CEO – BlackRock-TCP Capital Corp., BlackRock

Jeff Chillag
Associate Director,

Raising Capital – The Challenges and Opportunities 

There are multiple distribution models to consider, including starting your own broker-dealer and building your own team, buying a distribution team, or out-sourcing the distribution activities, or possibly a combination of these models. A panel of industry veterans will discussed operational differences for each model (including the staffing levels needed), and how best to launch a new offering in a very competitive market.

The panel specifically addressed:

  • Opportunities and challenges around the Registered Investment Advisor (RIA) market
  • Operational challenges & opportunities
  • Technology advancement impacting distribution
  • Custody considerations

Jay Frank
President for Cantor Fitzgerald Asset Management

Lou Greco
Managing Director, RIAs,
CION Investments

Fred Baerenz
President & CEO,
AOG Wealth Management

Drew Sterrett
Founder and co-CEO,
Lex Markets LLC

Justin Arasin
Senior Managing Director, Head of US Wealth Alternative Investments Business Development, Nuveen