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CONFERENCE RECAP

Where influential leaders and stakeholders gathered 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. Staying at the forefront of insights surrounding publicly registered products and strategies, including REITs, BDCs, Interval Funds, Tender Offer Funds.

IPACONNECT 2023 ATTENDING FIRMS

ASSET MANAGERS  |  BROKER-DEALERS  |  RIAs  |  INDUSTRY PARTNERS  |  FINTECH

Accretive Wealth Management
Advisor Group
AGES Financial Services Ltd
Alliance 160
Alston & Bird LLP
Alternative Investment Exchange (AIX)
Ameriprise Financial
Apollo Global Management
Ashford Inc.
Axxes Capital LLC
Baker & McKenzie LLP
Bank of America
Benefit Street Partners
Blackstone
Blue Vault Partners, LLC
Bluerock
Brookfield Oaktree Wealth Solutions
Cambridge Investment Research Inc.
Cantor Fitzgerald
Capright
Cavria Advisors, LLC
CIM Group
Clifford Chance US LLP
Cliffwater, LLC
CNL
Cohen & Steers
Computershare

Corporate Investments Group, Inc.
CoStar Group
Cottonwood
Deloitte & Touche LLP
Dempsey Lord Smith, LLC
DLA Piper LLP (US)
DWS RREEF Property Trust
Eagle Point Credit Management LLC
Edward Jones
Eversheds Sutherland (US) LLP
FactRight, LLC
Financial Connection, Inc
Forum Capital Advisors
Franklin Templeton Alternative Investments
FS Investments
Gladstone Securities
Groom Law Group
Houlihan Lokey
HPS Partners
IBN Financial Services, Inc.
iCapital
IDB Capital
Inland Real Estate Investment Corporation
J.P. Morgan Asset Management
John Hancock Investment Management
JW Cole Financial
KKR & Co. (Kohlberg, Kravis, Roberts & Co.)

LPL Financial LLC
Manulife Investment Management
Marathon Asset Management
McCarthy and Goff
Merchants Capital Trust
Mick Law P.C.
Nasr Consulting
NCREIF
Nexpoint
NI Advisors
NuView Trust
Phoenix American
Preferred Capital Securities
Protected Investors Of America
RCM Investments
Real Assets Advisor
Robert A. Stanger & Co., Inc.
Sanctuary Wealth
Scopus Financial Group
Sealy Investment Securities, LLC
Snyder Kearney, LLC
Steward Partners Global Advisory
StratCap
The DI Wire
Triton Pacific Securities
UBS Financial Services, Inc.
Ultimus Fund Solutions

AGENDA

Opening Keynote – Private Funds: NCREIF Trends, Data & Performance

Dr Jeffery Fisher, one of NCREIF’s leading experts, offered insight into the latest general trends, sharing data about property and fund indices and benchmarks from NCREIF’s Open End Diversified Core Equity (NFI-ODCE) and NCREIF Property Index (NPI).  We learned about the recent performance of properties in the funds, including trends such as cap rates, NOI growth rates, price indices and other key performance measures.

Jeffrey Fisher
Education and Research Consultant,
NCREIF

Future of Alternative Investments: Integrating New Solutions and Structures

Back by popular demand, an opinionated and diverse panel of industry leaders broke down how alternative investment products are being integrated into investment solutions, including multi-asset products. This panel of experts explored strategies and investment opportunities covering a range of topics, including:

  • Emerging legal structures.
  • International growth opportunities.
  • The evolving regulatory landscape that influences investment growth.

This discussion will shed new light on the dynamic world of alternative investments and the evolving role they’re playing in modern investment solutions.

Moderator
Kirk Montgomery
Partner, Alliance 160

Rosemary McDuffee, CFA, CAIA
Director, AI Technical Specialist,
Bank of America Merrill

Michael Keogh
Managing Director, Fund Research and Management,
iCapital

Robert H Bergdolt
Partner,
DLA Piper LLP (US)

James Augir
Executive Director, Alternative Investments,
UBS Financial Services, Inc.

Economists Unplugged: Market Insights from Leading Experts

Briefed by renowned economists who stand at the forefront of current economic and market analysis. These experts shared current views on the market, including their predictions on interest rates, global inflation, and the outlook for stock, real estate, and private credit markets. Against the backdrop of today’s dynamic economic landscape, we gained valuable, actional insights to apply to your investment and business strategies. We learned the latest on:

  • Global economic trends.
  • Fiscal and monetary policies.
  • Emerging markets.
  • Sustainable investment.

We left this session prepared to better navigate today’s complex financial world and with a deeper understanding of both the current economic climate and future of the global market.

Moderator
Jason Goode
Partner, Alston & Bird

Lara Rhame
Chief U.S. Economist, Managing Director, Investment Research, FS Investments

Dr Randy Anderson
Partner,
Apollo Global Management, LLC

Alex Grassino
Head of North American Macro Strategy,
Manulife Investment Management

Due Diligence on Public Programs: What to Know About Top Considerations and Common Pitfalls

The onboarding and distribution of public programs are intricate processes that hinge on comprehensive due diligence involving both the selling group members and issuers, along with their respective service providers. We heard from leading firms about best-in-class considerations for conducting due diligence on these SEC registered offerings. This session provided valuable insight into:

  • Subtle intricacies of the due diligence process.
  • Key questions that arise during reviews.
  • Distinctions between various public program investments.
  • Timing, scope, and resources required for onboarding.

This panel examined liquidity options, risks, and overall benefits of these alternative investment structures.

Moderator
Todd Snyder,
Managing Member,
Snyder Kearney, LLC

Christina Miranda
VP, Due Diligence Officer,
Preferred Capital Securities

Andrew Kaye-Skinner
Senior Product Manager – Alternative Investments,
Osaic

Jerry Hunihan
Director, Due Diligence,
FS Investments

Joal Leopando
Director – Private Markets Due Diligence,
UBS Financial Services, Inc.

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

Navigating the Tides: An Industry-Leading Market Update on REITs, BDCs, and Unlisted Closed-End Funds

We gained a comprehensive understanding of the ever-changing capital markets landscape via an in-depth market update by Kevin Gannon from Robert A. Stanger. Sharpen your competitive edge and get ahead of the curve as he details the most pressing challenges and opportunities facing our industry. Discover the latest:

  • Market data and pacesetters.
  • Industry analysis and forecasts.
  • Insights on investor appetite.

And walk away equipped with the knowledge and strategies you need to successfully navigate shifting tides and position yourself and your organization for success.

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

Mastering Credit Investments: Strategies for Success and Growth

Informed by the current highly fluid economy, this panel of distinguished asset managers lead a deep dive into the pivotal role of the credit market in today’s global financial markets. Learn from leading managers who focus on credit strategies about:

  • Diverse opportunities and challenges that credit investment in today’s economic landscape presents.
  • New perspectives, strategies, and insights on how to adeptly navigate the ever-evolving opportunistic credit market.
  • How they achieve success for clients and portfolios.

We gained a new market perspective, as seen through the discerning eyes of these leading asset managers.

Moderator Joseph Roth, Principal and Head of Distribution – Non-Traded Registered Products,
Eagle Point Credit Management

Andrew Park
Principal,
Blackstone

John Christmas
Co-Head of Business Development & Investor Relations, HPS Investment Partners

Alexander Condrell
Managing Director, Cliffwater

NEW: Analysis of DOL Fiduciary Proposal and Its Business Implications 

The US Department of Labor’s latest attempt to rewrite its Fiduciary Rule threatens to make life considerably more expensive, complicated, and risky for distributers of securities and other investment products to IRA-holders, by converting them into ERISA fiduciaries.  George Sepsakos, Principal Fiduciary Practice Leader at Groom Law Group, broke down key aspects of the proposal and discuss how you can most effectively advocate against it.

Thomas Selman
Founder,
Scopus Financial Group

George Sepsakos
Principal | Fiduciary Practice Leader,
Groom Law Group

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

Cap Rates: Past, Present, and Future Path of CRE Yields

In this session, Chad Littell, head of CoStar’s U.S. capital markets analytics, explored historical relationships that typically anchor commercial real estate yields, how they’ve been distorted in the recent environment, and where they might be headed in 2024 and beyond.

A known industry leader, CoStar delivers a comprehensive platform of commercial real estate information, analytics and data-driven news across office, industrial, retail, multifamily, hospitality and land sectors.

We got an inside look at Costar’s powerful commercial real estate analytics that helped us assess recent trends and understand the outlook for real estate.

Chad Littell
National Director, U.S. Capital Markets Analytics,
CoStar Group

Invest Smarter with Interval Funds: Bridging Gaps in Traditional Portfolios

Interval fund are one option asset managers are choosing as they integrate alternative investments into their portfolios, and this panel broke down what makes these registered closed-end funds an attractive choice.  The panel will analyze their features, including:

  • Flexible investment strategies
  • Custom-tailored portfolios to meet specific objectives, such as capital preservation, income generation, or risk mitigation.

Panelists also will offer insights on the sales approach to interval funds, and the tools needed to provide advisors with comprehensive portfolios.

Moderator Nickolaus Darsch
Managing Director,
Ultimus Fund Solutions

Patrick McGowan
Managing Director, Head of Alternative Investments and Manager Research, Sanctuary Wealth

Mick Manning
Managing Director – Head of Forum Capital Markets

Owen Pinkerton
Partner,
Eversheds Sutherland (US) LLP

Parker Roy
Chief Revenue Officer,
Axxes Capital

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

THANKS TO OUR DUE DILIGENCE SYMPOSIUM SPONSORS

THANKS TO OUR EVENT SPONSORS

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