
We learned how unlisted closed end funds are structured and how they contribute to a well-diversified portfolio. Considered alternative investments, interval and tender offer funds can help build wealth while reducing volatility as their values are not tied to the larger fluctuations of traditional assets and markets. This immersive event brought together leading asset managers as well as distribution and industry partners.



IPACONNECT 2022 ATTENDING FIRMS
2B Communications
Accretive Wealth Management
Alston & Bird LLP
Alpha Growth PLC
Altidar by SK Research and Due Diligence, LLC
Alternative Investment Exchange (AIX)
AMG
Andalusian Wealth Management
AOG Wealth Management
Apollo Global Management, LLC
Apollon Wealth Management
Arkadios Capital
Avantax Wealth Management
Bank of America
Bank of America Merrill Lynch
Benchmark Investments
Blueprint Financial Strategies
Bow River Capital
Broadridge Financial Solutions, Inc.
Cabot Lodge Securities, LLC
CAIS
Calamos Investments
Caliber
Cantor Fitzgerald
Cavria Advisors, LLC
Certis Capital Management
Cetera Financial Group
CIM Group
CION Investments
Clifford Chance US LLP
Cliffwater, LLC
Coastal One
Computershare
Corporate Investments Group, Inc.
DTCC
DWS RREEF Property Trust
Eagle Point Credit Management LLC
Eisner Advisory Group LLC
Endurance Financial
Equifinancial, LLC
Eversheds Sutherland (US) LLP
FactRight, LLC
Franklin Templeton Alternative Investments
Franklin Templeton Wealth Management Alternatives Distribution Group
FS Investments
GCB Private Wealth
Hamilton Lane, Inc.
Hines Securities, Inc.
iCapital
IDB Capital
International Monetary Fund
Janus Henderson Investors
John Hancock Investment Management
Kingsbarn Realty Capital
Kingswood U.S.
KKR & Co. (Kohlberg, Kravis, Roberts & Co.)
LaSalle St. Securities, LLC
Lemon8Creative
Lighthouse Life
LPL Financial
Marathon Asset Management
Mick Law P.C.
Money Concepts
Marathon Asset Management
Mick Law P.C.
Money Concepts
MSF Capital Advisors
NexPoint
NI Advisor
Nasr Consulting
NexPoint
NI Advisors
Nuveen
PGIM Real Estate
Phoenix American Financial Services, Inc.
Preferred Capital Securities
Private Advisor Group
Prospect Capital Management
Protected Investors Of America
RCM Investments
RealBlocks
Robert A. Stanger & Company, Inc.
Sanctuary Wealth
Sigma Financial Corporation
Skyway Capital Markets
Snyder | Kearney, LLC
SS&C Technologies
Thales Capital
TIAA
The Bowman Law Firm, LLC
UBS
UBS Financial Services Inc.
UBS Global Wealth Management
Ultimus Fund Solutions, LLC
Upmarket Co
Wealthforge Securities, LLC
WealthForge Technologies, LLC (Altigo)
XA Investments
Unlisted Closed End Fund Trends and Our 2023 Forecast
Kevin Gannon
Chairman & CEO,
Robert A. Stanger & Company, Inc.
Kimberly Flynn
Managing Director, Alternative Investments,
XA Investments LLC
* FOR ATTENDEES ONLY – To request a copy of these presentations please email ipaadmin@ipa.com.
GENERAL SESSION
Moderator
Elana Margulies-Snyderman
Director, Marketing, Eisner Advisory Group LLC
Doug Krupa
Co-Head of U.S. Private Wealth Partners, Global Head of Wealth Product, KKR & Co
Michael Reisner
Co-Founder, Co-President and Co-Chief Executive Officer, CION Investment Group, LLC
Dennis Martin
Global Head of Private Wealth and Investor Solutions, PGIM Real Estate
Justin Arasin
Senior Managing Director, Head of US Wealth Alternatives, Nuveen
Class Considerations: A View from Real Estate, Credit and Private Equity
Moderator
Anastasia Amoroso, Managing Director and the Chief Investment Strategist at iCapital
Fran Beyers
Managing Director, Head of Capital Markets,
Cliffwater, LLC
Michael Trihy
Director and Portfolio Manager,
Bow River Capital
Zach Forman
Managing Director, Client Portfolio Manager,
Apollo Global Management
Moderator
Nick Darsch
Managing Director, Ultimus Fund Solutions, LLC
Justin Schwartz
Executive Director,
DTCC
Terrence McCarthy
Director, Fund Management,
CAIS
Sheldon Chang
President,
CrowdStreet Advisors
Fred Shaw
Chief Risk Officer and Global Head of Operations,
Hamilton Lane
ESG Investing: Analysis, Decision-Making and Driving Change
In the midst of a turbulent market, investors and financial professionals alike continue to focus on Environmental, Social and Governance (“ESG”) factors in undertaking holistic investment analysis and in decision-making. In addition, a robust ESG practice has become essential for recruiting, engaging, and retaining competitive talent. Join professionals from across financial services for this Fireside Chat on how companies can deliver sustainable and inclusive products to meet the requirements of investors, employees and other stakeholders. The Chat participants will also discuss ways to promote equality and inclusivity in investing and offer tactical takeaways to implement in your own business.
Moderator
Emily Vande Krol
Principal, CIM Group
Lynette Jefferson, Managing Director, Head, UBS Sustainable & Inclusive Investing Solutions, UBS Financial Services, Global Wealth Management US
Radhika Shroff
Managing Director, Private Equity Impact,
Nuveen / TIAA
Moderator
Benjamin Wells
Partner, Simpson Thacher & Bartlett LLP
Martin Dozier
Partner,
Alston & Bird LLP
Chintan Muchhala
Partner,
Ernst & Young (EY)
Karl Egbert
Partner,
Baker & McKenzie LLP
Owen Pinkerton
Partner,
Eversheds Sutherland (US) LLP
What to Consider When Performing Due Diligence on Closed End Funds
Moderator
Ashley Pridemore
Member, Snyder | Kearney, LLC
Matt Fries
IPA Chair-Elect,
Head of Product, Cetera Financial Group
Patrick McGowan
Managing Director, Head of Alternative Investments, Sanctuary Wealth
Charlie Waterman
Head of Due Diligence,
FS Investments