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EXCLUSIVE PORTFOLIO DIVERSIFYING INVESTMENT EVENT OF THE YEAR

Join us at IPAConnect Public Markets and Due Diligence Symposium, where influential leaders and stakeholders gather for comprehensive product education, immersive discussions on the latest publicly registered offerings, and insightful presentations led by industry thought leaders delving into the dynamic landscape of the market and economy. Stay at the forefront of insights surrounding publicly registered products and strategies, including REITs, BDCs, Interval Funds, Tender Offer Funds, and more.

Space is limited, so secure your spot now by registering today!

CONFERENCE FOCUS

PUBLICLY REGISTERED PROGRAMS  |  REITs  |  REAL ESTATE  |  REAL ASSETS |  UNLISTED CLOSED END FUNDS
BUSINESS DEVELOPMENT COMPANIES  |  INTERVAL FUNDS  |  TENDER OFFER FUNDS  |  PRIVATE CREDIT  

WHO SHOULD ATTEND

ASSET MANAGERS  |  BROKER-DEALERS  | REGISTERED INVESTMENT ADVISERS (RIAs)  |  FAMILY OFFICES  |  FINTECH
LAW FIRMS  |  ACCOUNTING FIRMS  |  CUSTODIANS  |  CLEARING FIRMS  |  TRANSFER AGENTS  |  LENDERS  |  CONSULTANTS

Registration

IPA MEMBERS / NON-MEMBERS

GENERAL SESSIONS /
NETWORKING

IPA Members: $899

Non-Members: $1,299

REGISTER NOW

BROKER-DEALERS / RIAs ONLY

INCLUDES DUE DILIGENCE
SYMPOSIUM

Broker-Dealer/RIAs:

Complimentary

REGISTER NOW

Limited to 2 broker-dealers/RIAs per firm. Please see travel policy below. Multiple sponsors will cover the costs of registration, hotel and flight as a bona fide due diligence expense.

HOTEL & LOCATION

Waldorf Astoria Orlando

Address: 14200 Bonnet Creek Resort Ln, Orlando, FL 32821 (Map)

Room Block Ends: Monday, October 23, 2023
Discount Hotel Rate: $305 + $25 Resort Fee + tax / per night

**Booking Information provided during registration confirmation**

SPONSOR NOW

Sponsorship Opportunities

The IPA is looking forward to one of its most engaging and interactive conferences of the year. As an IPA event sponsor, your organization will receive maximum visibility and promotion through a variety of marketing materials, member communications, event signage and social coverage.

Don't miss this exclusive opportunity for marketing exposure throughout the event.

APPLICATIONSPONSORSHIP DETAILS

For more information on sponsorships, email Megan Gavin or call (202) 548-7187.

Or  to discuss how an IPA sponsorship can benefit your firm!

DUE DILIGENCE SYMPOSIUM

Exclusive Product Updates

IPAConnect Public Markets Due Diligence Symposium is an exclusive opportunity to leverage the insights of key executives from the following leading product sponsors in an intimate, small-group format. Open to broker-dealers and RIAs, join us for a close examination on current and future offerings.

DUE DILIGENCE SYMPOSIUM SPONSORS

AGENDA-AT-A-GLANCE

Check back regularly for updates

11:00 a.m. 

Registrations Opens

3:30 p.m. – 3:35 p.m.

Welcome & Opening Remarks

3:35 p.m. – 4:30 p.m.

General Session 1

4:30 p.m. – 5:30 p.m.

General Session 2

5:45 p.m. – 6:45 p.m. 

Opening Networking Reception & Exhibits

7:15 p.m.

Dine Arounds

8:00 a.m. – 9:00 a.m.

Networking Breakfast & Exhibits

9:00 a.m. – 10:15 a.m.

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

10:15 a.m. – 10:30 a.m.

Networking Break & Exhibits

10:30 a.m. – 11:00 a.m.

General Session 3

11:30 a.m. – 11:45 a.m.

General Session 4

11:45 a.m. – 12:30 p.m.

General Session 5

12:30 p.m. – 1:30 p.m.

Networking Lunch & Exhibits

1:30 p.m. – 3:30 p.m.

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

3:30 p.m. – 4:00 p.m.

Networking Break & Exhibits

4:00 p.m. – 4:30 p.m.

General Session 6

4:30 p.m. – 5:15 p.m.

General Session 7

5:30 p.m. – 6:30 p.m.

Networking Reception

7:00 p.m.

Dine Arounds

7:30 a.m. – 8:30 a.m.

Networking Breakfast & Exhibits

8:30 a.m. – 12:00 p.m.

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

Event Sponsors

CO-HOST
PARTNER
SUPPORTER

Media Partners

CANCELLATION AND SUBSTITUTION POLICY

Registration cancellations made on or before Monday, October 30, 2023, will receive a full refund minus a $100 processing fee. No refunds will be issued for cancellations received after Monday, October 30, 2023. All substitutions must be approved by IPA. Registrations may not be transferred to other IPA events.

 

DISTRIBUTION PARTNER ATTENDANCE POLICY

Registration for IPAConnect Public Markets and Due Diligence Symposium is limited to executives of registered broker-dealers and investment advisers who manage product approval and due diligence officers, who hold an active securities license with FINRA, the U.S. Securities and Exchange Commission and/or a state securities agency.

**Registration is not intended for registered representatives or investment adviser representatives.**

Complimentary attendance is offered to eligible attendees. Eligible attendees may qualify for complimentary hotel rooming and transportation related expenses, up to $500, applicable to air, train and/or car travel for up to two (2) individuals per firm (for a total of $1,000 per firm). IPA will cover a maximum of two (2) rooming nights based on qualified event attendance per person. You will be notified by IPA staff if more than two (2) representatives are registered from the same firm.

Hotel, airfare, and similar charges are paid for by IPA sponsor members as part of a qualified due diligence event, based on the understanding that registrants will attend all assigned event sessions and other activities as may be specified. IPA reserves the right not to refund amounts, or any portion thereof, of any registrant who does not adhere to its attendance requirements.

Transportation:
The IPA covers up to $500 in travel costs. Travel should be booked by the individual. The IPA processes reimbursements after your attendance has been confirmed at the event. If traveling by air, travel reimbursement will be based on Main Cabin travel only.

Hotel Rooming Policy:
DO NOT BOOK YOUR HOTEL DIRECTLY
IPA make your hotel reservations based information entered during registration. Charges will only be incurred for incidentals, additional rooming beyond two days or if you do not show up/cancel your room. Your room must be cancelled 72 hours prior to your arrival date for no charge to be incurred. If you must cancel, please notify ewills@ipa.com or 202-548-7191.