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Thank you for attending IPAConnect 2024. We enjoyed having you and look forward to hosting you again next year. Make sure to check back for dates and location to join us for IPAConnect 2025.

IPACONNECT PRIVATE MARKETS AND DUE DILIGENCE SYMPOSIUM

FEBRUARY 5-7, 2024 | NEWPORT BEACH, CA

Join us at IPAConnect, an interactive dealmaking event, where private market thought leaders come together to meet and collaborate with industry professionals. Join the IPA community as we explore and advance the ever-expanding private offering market. IPAConnect also offers managers the opportunity to showcase their investment opportunities and expand their network with key industry stakeholders.

PRODUCT DUE DILIGENCE

Participate in small-group discussions on current and future of private offerings from leading asset managers as part of our Due Diligence Symposium.

MARKET UPDATES

Review the latest investment strategies and updated approaches to wholesaling and distribution.

NETWORKING EVENTS

Connect with like-minded professionals on emerging trends, investor sentiment, product innovation and industry growth.

WHO IS ATTENDING IPACONNECT 2024

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

1776 Wealth
Accretive Wealth Management
Advanced Investments, Ltd.
AIAC Investment Group
Alliance 160, LLC
AOG Wealth Management
Apollo Global Management
Arkadios Capital
Ashford Inc.
Atria Wealth Management
Avantax Wealth Management
Baker & McKenzie LLP
Berthel Fisher & Company
Beyond Global Management
BGO
BlackRock
Blue Owl
Bluerock
Braemar Hotels & Resorts
Brookfield Oaktree Wealth Solutions
Cabin Securities, Inc.
Cambridge Investment Research Inc.
Cantor Fitzgerald
Capital Markets IQ, LLC
Capital Square
Capright
Caprock
Carter Funds
Cavria Advisors, LLC
Cetera Financial Group
CFG Wealth Management
CIM Group
Clifford Chance
CNL
Colliers International
Cohen & Steers
Commonwealth Financial Network
Corporate Investments Group, Inc.
Cottonwood Residential, Inc.
DAI Securities, LLC
Dynasty LP
Emerson Equity, LLC
ExchangeRight Real Estate
FactRight, LLC
FINRA
First Foundation Advisors
Fortress Investment Group
Forum Investment Group
Four Springs TEN31 Exchange
FourStar Wealth Advisors
GCB Private Wealth
Gladstone Securities
Goldman Sachs
Great Lakes Fund Solutions, Inc.
Griffin Capital Company, LLC
Haworth Advisory Services
Hines Securities, Inc.

IBN Financial Services, Inc.
iCapital
Inland Real Estate Investment Corporation
Invesco US
Ketsal PLLC
LaSalle St. Securities, LLC
Lido Advisors
LODAS Securities
Madrona Financial
Manhattan West
Mill Creek Capital Advisors
Mindful Wealth LLC
MLG Capital
NI Advisors
Nobles & Richards, Inc.
Nuveen
Oasic
Olympus Property
Optivest Inc.
Orchard Securities
Orchard Securities/Mountain Dell Consulting
Osaic
Parcion Private Wealth
Paul M. Wendee & Associates
Peachtree Hotel Group
PGIM Real Estate
Phoenix American
Pinnacle Capital Group
Preferred Capital Securities
Quebera Wealth Management
Quiver Financial
RAIS, Inc.
RCM Investments
Real Estate Transition Solutions
Realta Wealth
Redbrick LMD, LLC
RisCura Solutions (U.S.A.) LLC
Rudwall Wealth Management LLC
Scopus Financial Group
Sealy & Company
Skyway Capital Markets
SmartStop Self Storage
Snyder Kearney, LLC
South Coast Investment Advisors
Southern California Wealth Management Associates, LLC
SS&C Technologies, Inc.
Starboard Realty Advisors
The Strategic Financial Alliance
Triton Pacific Securities
TWIG Wealth Management
Vestech Securities, Inc.
Watershed Equity
WealthForge Tech, LLC
Whitehall-Parker Securities, Inc.
Williams Mullen

(More registering daily)

REGISTRATION

IPA MEMBERS / NON-MEMBERS

GENERAL SESSIONS / NETWORKING

IPA Member Walk-ins: $1,499

Non-Members: $4,999

ONLINE CLOSED: WALK IN REGISTRATION ONLY

BROKER-DEALERS / RIAs ONLY

INCLUDES DUE DILIGENCE
SYMPOSIUM

Broker-Dealers/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.

DUE DILIGENCE
PRESENTING SPONSORS

EVENT SPONSORS

PATRON
SUPPORTER

AGENDA

Check back regularly for updates

12:30 p.m. 

Registration Opens

2:00 p.m. – 4:00 p.m.

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

4:30 p.m.

Conference Opening Remarks & Moment of Silence for Industry Leader Dan Goodwin

4:35 p.m. – 5:30 p.m.

General Session 1: Alts Talk—Distribution Partner Perspective and Outlook on Private Offerings

Building upon the enormously popular sessions at IPA Summit and IPA Vision, this discussion will feature the heads of alternative investments at the industry’s top distribution partner firms, from wire houses and independent broker-dealers to registered investment advisers. You will gain a deeper understanding of the decision-making processes around private offerings that drive these leaders, and discover the latest private products they are observing and actively pursuing, as well as their assessment of emerging trends and market dynamics. 

Moderator
Kunal Shah,
Managing Director, Head of Private Asset Research & Model Portfolios, iCapital

Arielle Jaffe
Vice President Strategic Relationships,
Cetera Financial Group

Chad LaFauci
Vice President, Alternative Investments,
Commonwealth Financial Network

Drew Chan, CAIA
Co-Chief Investment Officer,
First Foundation Advisors

Jeff Garden
Senior Managing Director, Chief Investment Officer,
Lido Advisors

5:30 p.m. – 6:15 p.m.

General Session 2: Advanced Tax Strategies in the Private Markets

Income and wealth preservation have long served as cornerstones of alternative investing. Nonetheless, there are further investment avenues that offer effective tax relief and mitigation strategies for discerning investors. We invite you to join us as we delve deeper into contemporary alternative investment tax strategies for private offerings, encompassing 1031 DSTs, opportunity zones, and 721 exchanges, as well as new innovative tax solutions. This session will provide a comprehensive overview of existing investment structures designed to assist investors in navigating the ever-evolving tax landscape, equipping managers with an additional instrument in their toolkit.

Moderator
Dan Cullen

Partner, Baker & McKenzie

Sara Beugelmans
Managing Director,
Brookfield Asset Management

Warren Thomas
Founder and Managing Partner of ExchangeRight

Kyle Prokup
Vice President, Investment Product Strategy,
Inland Private Capital Corporation

Drew Dornbusch
Managing Director – Head of 1031 Exchange Platform
LaSalle Investment Management

6:15 p.m. – 7:30 p.m. 

Networking Reception & Exhibits

7:30 p.m. 

Dine Arounds

8:15 a.m. – 9:30 a.m.

Networking Breakfast & Exhibits

9:30 a.m. – 9:35 a.m.

Second Day Kick-Off

9:35 a.m. – 10:30 a.m.

General Session 3: Private Market Industry Update

Despite recent economic and market headwinds, the last decade has seen on average record levels of investor capital into private offerings.  With a long-term outlook, sponsors are continuing to form new private placement funds with targeted strategies.  Join industry experts as they look back at 2023, unpack the driving factors behind the latest stats and economic growth trends, and take an in-depth look at the continued resiliency of the alternative investments industry in 2024 and beyond.

Mike Kell
Senior Vice President, Education Strategy and Programs,
iCapital

Taylor Garrett
President,
Orchard Securities / Mountain Dell Consulting

10:30 a.m. – 11:30 a.m.

General Session 4: Legal and Regulatory Challenges and Developments in the Private Markets

Knowing the rules for raising capital and investing in private offerings is crucial for success and regulatory compliance. Learn about recent and upcoming regulatory developments from the SEC and FINRA, including the SEC’s private fund adviser rule, anticipated changes to the accredited investor definition and FINRA’s latest corporate finance proposals including the recent proposal to amend FINRA Rule 2210 (Communications with the Public). Additionally, hear from legal experts on working with private offerings on both the buy and sell side, including new developments under 506(b) and 506(c).

Moderator
Tom Selman
Founder,
Scopus Financial

Amy Sochard
Vice President, Advertising Regulation at Financial Industry Regulatory Authority (FINRA)

Joseph Price
Senior Vice President Corporate Financing/Advertising Regulation ​
Financial Industry Regulatory Authority (FINRA)

Zachary Fallon
Co-Founder and Partner
Ketsal PLLC

11:30 a.m. – 1:00 p.m.

Networking Lunch & Exhibits

1:00 p.m. – 2:00 p.m.

General Session 5: Key Private Credit Insights in 2024 and Beyond

As a strong hedge against inflation in a rising rate environment, private credit strategies are booming.  Gain insights from experts on what prospects lie ahead, what investments these firms are particularly bullish about (including where to take an offensive or defensive stance), and how market and economic dynamics will impact future investment opportunities.  Compare and contrast private credit strategies in 2024 and beyond, and learn how evolving liquidity needs are impacting managerial decisions.  Finally, explore how firms are addressing the needs of the mass affluent and what prospects lie ahead for these private structures in the RIA channel and international markets.

Moderator
John Palmer
CEO, RAIS Inc.

Muhammad Gazi
Principal and Client Portfolio Manager, Client and Product Solutions Group, Apollo Global Management, LLC

Andres Engdahl
Vice President, Blackrock Private Credit

Max Meyer-Bosse
Vice President, Fortress Investment Group

2:00 p.m. – 3:00 p.m.

General Session 6: Strategies for Private Offerings—Direct Insights from Financial Advisers Serving Their Investor Clientele

The once-reliable 60/40 balanced portfolio, long favored by astute investors, now seems to lag behind the current market dynamics. Traditional public markets, encompassing equities and fixed income, have failed to deliver robust results, prompting investors to seek yield and returns through alternative avenues, notably private market alternatives. Today’s financial advisors are championing new portfolio models to mitigate the risk of overconcentration on familiar asset classes. They are advocating for increased diversification from less conventional yet return-enhancing assets. In this context, gain valuable insights directly from these advisors regarding the evolving demands, concerns, and questions of today’s investors. Discover how alternative investments and inflation-protected assets are becoming integral components of a well-rounded portfolio.

Moderator
Nick Rosenthal
Co-Chief Executive Officer,
Griffin Capital Company

Vik Sasi
Chief Strategy Officer
Manhattan West

Terry Cook
Managing Principal
Parcion Private Wealth

Greg Mech
Managing Director, Client Advisor
CapRock

Chris Vizzi
Partner and Co-Founder,
South Coast Investment Advisors

3:00 p.m. – 4:00 p.m.

Networking Break & Exhibits

4:00 p.m.- 6:00 p.m.

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

6:00 p.m. – 7:00 p.m.

Networking Reception & Exhibits

7:00 p.m.

Dine Arounds

8:00 a.m. – 9:00 a.m.

Networking Breakfast 

9:00 a.m. – 11:45 a.m.

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

HOTEL & LOCATION

VEA Newport Beach, A Marriott Resort & Spa

900 Newport Center Dr, Newport Beach, CA 92660 (Map)

The room block has closed. Please contact the hotel directly to make reservations.

CANCELLATION AND SUBSTITUTION POLICY

Registration cancellations made on or before Monday, January 22, 2024, will receive a full refund minus a $100 processing fee. No refunds will be issued for cancellations received after Monday, January 22, 2024. All substitutions must be approved by IPA. Registrations may not be transferred to other IPA events.

DISTRIBUTION PARTNER ATTENDANCE POLICY

Registration for IPAConnect 2024 Private 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.**

Attendance Requirements: 

  • Monday, February 5, 2024 – 1:30 PM to 7:30 PM
  • Tuesday, February 6, 2024 – 8:30 AM to 7:30 PM
  • Wednesday, February 7, 2024 – 8:45 AM to 11:45 AM

**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 DIRECTLYIPA will make your hotel reservations based on 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 tnilson@ipa.com.

Anya Coverman

President & CEO,
Institute for Portfolio Alternatives

Chirag Bhavsar

IPA Chair
Co-CEO,
CNL Financial Group