February 19–21
Newport Beach, CA
An interactive dealmaking event, where thought leaders come together to meet and collaborate with industry professionals. Join the IPA community in exploring and advancing the dynamic and ever-expanding private markets for alternatives.
.avif)
Agenda at a glance
6:00-9:00 PM
Rising Leaders Dine Around (invitation only)
11:00 AM
Registration Opens
12:00-1:30 PM
Exploring 506(c) Offerings
While Regulation D, Rule 506(c) offerings provide a viable tool for accredited investors seeking alternative investments, navigating the regulatory requirements and compliance nuances can be complex for all parties involved. This roundtable is designed to facilitate a closed-door dialogue around Rule 506(c) to share insights, perspectives and challenges. This session will bring together industry leaders, compliance experts, and distribution partners to discuss key regulatory guidelines and marketing boundaries, address common concerns and perceptions about 506(c) offerings, share how 506(c) offerings should be effectively used, and explore practical solutions, resources and compliance best practices.
This session is for those attendees who identify as distribution partners only (e.g., broker dealers, RIAs, wirehouses). Pre-registration is required; sign-up for this offering here. Attendees must be registered for IPAConnect.
While Regulation D, Rule 506(c) offerings provide a viable tool for accredited investors seeking alternative investments, navigating the regulatory requirements and compliance nuances can be complex for all parties involved. This roundtable is designed to facilitate a closed-door dialogue around Rule 506(c) to share insights, perspectives and challenges. This session will bring together industry leaders, compliance experts, and distribution partners to discuss key regulatory guidelines and marketing boundaries, address common concerns and perceptions about 506(c) offerings, share how 506(c) offerings should be effectively used, and explore practical solutions, resources and compliance best practices.
This session is for those attendees who identify as distribution partners only (e.g., broker dealers, RIAs, wirehouses). Pre-registration is required; sign-up for this offering here. Attendees must be registered for IPAConnect.
2:00-2:15 PM
Welcome
Anya Coverman
President & CEO,
Institute for Portfolio Alternatives
Institute for Portfolio Alternatives
2:15-3:15 PM
General Session 1: Navigating the Convergence of Public and Private Markets: Strategies, Challenges, and Opportunities
As the lines between public and private markets continue to blur, investment managers must adapt to a landscape where both types of assets coexist on the same platform. This session will dive into the unique benefits and challenges of public/private market convergence, examining factors such as the evolving role of non-listed structures in going private, strategic positioning of investment offerings to optimize fees and appeal to end investors, and the technical and regulatory aspects impacting these markets. Experts will also explore emerging private market opportunities—including infrastructure, sports investing, and data centers—along with practical approaches to managing liquidity, fundraising from both institutional and retail investors, and performance transparency in alternative investments.
As the lines between public and private markets continue to blur, investment managers must adapt to a landscape where both types of assets coexist on the same platform. This session will dive into the unique benefits and challenges of public/private market convergence, examining factors such as the evolving role of non-listed structures in going private, strategic positioning of investment offerings to optimize fees and appeal to end investors, and the technical and regulatory aspects impacting these markets. Experts will also explore emerging private market opportunities—including infrastructure, sports investing, and data centers—along with practical approaches to managing liquidity, fundraising from both institutional and retail investors, and performance transparency in alternative investments.
3:15-5:30 PM
General Session 2: IPA Alts Talks: Rapid-Fire Perspectives on Private Market Vehicles
This dynamic session will provide a high-impact overview of four essential areas in alternative investing: infrastructure, private real estate, private equity, and private credit. Through a series of 20-minute talks on each area, industry experts will explore current trends in risk and return expectations in infrastructure investing, shifts in demand across private real estate, sector-specific opportunities in private equity, and emerging trends in private credit, including direct lending, distressed debt, and considerations around credit quality in a higher-rate environment. Designed to provide actionable insights, this session will equip attendees with the insight needed to navigate diverse portfolios and seize opportunities in a changing market landscape.
This dynamic session will provide a high-impact overview of four essential areas in alternative investing: infrastructure, private real estate, private equity, and private credit. Through a series of 20-minute talks on each area, industry experts will explore current trends in risk and return expectations in infrastructure investing, shifts in demand across private real estate, sector-specific opportunities in private equity, and emerging trends in private credit, including direct lending, distressed debt, and considerations around credit quality in a higher-rate environment. Designed to provide actionable insights, this session will equip attendees with the insight needed to navigate diverse portfolios and seize opportunities in a changing market landscape.
5:30-7:00 PM
Networking Reception & Exhibits
7:00 PM
IPAConnect Dine Arounds
7:00 AM
Registration Opens
7:00-9:00 AM
Networking Breakfast & Exhibits
8:00-9:45 AM
Due Diligence Symposium
Broker Dealers, RIAs and Presenting Sponsors Only
10:15-10:30 AM
Welcome
Anya Coverman
President & CEO,
Institute for Portfolio Alternatives
Institute for Portfolio Alternatives
10:30-11:30 AM
General Session 3: Alts Talk: Distribution Partner Perspective and Outlook on Private Offerings
Join this forward-looking discussion featuring the heads of alternative investments from the industry’s leading distribution partner firms, including wirehouses, independent broker-dealers, and registered investment advisers. This session will offer valuable insights into how top decision-makers assess private offerings, including the latest products capturing their attention and the evolving strategies they employ to meet client demand. Panelists will also share perspectives on key trends shaping the private offerings landscape for 2025, such as the expanding role of private banks, the impact of economic shifts on alternative investments, and the influence of heightened regulatory scrutiny on distribution channels.
11:30 AM-12:15 PM
General Session 4: Expanding Defined Contributions (DC): Integrating Alternative Investments into 401(k) Plans
As demand for diversified, non-correlated opportunities within DC plans grows, asset managers are pioneering new ways to bring alternative investments to retirement portfolios. This session will explore the use of Collective Investment Trusts (CITs) and interval fund structures as vehicles to incorporate alternative assets, such as private equity and real assets, into 401(k) and other DC plans. Experts will discuss the potential benefits and challenges of the DC market, focusing on regulatory considerations, liquidity solutions, and the operational adjustments required to manage alternatives within DC plans. Attendees will gain insight into the evolving landscape of retirement investing and the role alternatives can play in enhancing returns for long-term retirement savers.
12:15-1:30 PM
Networking Lunch & Exhibits
1:30-2:15 PM
General Session 5: Advanced Tax Strategies for Real Estate and Private Markets: Opportunities, Risks, and Innovations
As tax policies evolve, so do the strategies available to real estate investors, financial advisors, and private market participants. This comprehensive session will cover advanced tax strategies around private real estate, credit, and equity, including the use of 1031 DST Exchanges, Opportunity Zones, and 721 UPREIT transactions to help investors navigate tax obligations. Attendees will explore the trade-offs between control, liquidity, and risk associated with these approaches, while gaining insights into how pending legislative changes and innovative tax solutions may impact portfolios. The session will also address the unique challenges and opportunities in the M&A landscape within retail investment management, highlighting tax considerations that drive deal activity in this space.
2:15-2:30 PM
Networking Break & Exhibits
2:30-3:45 PM
Due Diligence Symposium
Broker Dealers, RIAs and Presenting Sponsors Only
3:45-4:00 PM
Networking Break & Exhibits
4:00-4:45 PM
General Session 7: Unlocking the Potential of Separately Managed Accounts (SMAs) in Private Markets: Bridging the Allocation Gap
SMAs have become a compelling tool for institutional and high-net-worth investors seeking bespoke solutions in private markets. This session will explore how SMAs are reshaping private market allocations, addressing the needs for greater customization, transparency, and control. Experts will delve into the benefits and challenges of SMAs, their role in solving the private markets allocation gap, and the innovative portfolio construction strategies that are enabling investors to better align their investments with their goals.
4:45-5:30 PM
General Session 8: Strategies for Private Offerings: Direct Insights from Financial Advisers Serving Their Investor Clientele
The Yale Model, pioneered by Yale University’s Endowment under David Swensen, emphasizes diversification, active asset allocation, and alternative investments. Meanwhile, the traditional 60/40 balanced portfolio, once a cornerstone for investors, struggles to keep pace with shifting market dynamics. As equities and fixed income in public markets deliver diminishing returns, investors increasingly look to private market alternatives for higher yields. Financial advisors now advocate for innovative portfolio strategies that reduce overconcentration in traditional assets and embrace diversification into unconventional, return-enhancing investments.
5:30-7:00 PM
Networking Reception & Exhibits
7:00 PM
IPAConnect Dine Arounds
7:30 AM
Registration Opens
7:30-8:30 AM
Due Diligence Symposium Breakfast
Broker Dealers, RIAs and Presenting Sponsors Only
8:30 AM-12:00 PM
Due Diligence Symposium
Broker Dealers, RIAs and Presenting Sponsors Only
12:00 PM
Conference Concludes
The Venue
VEA, Newport Beach
VEA Newport Beach basks you in all the luxurious must-haves spacious suites, emergent food and drink, a lush spa enclave, and a spirited poolscape from dawn to dusk. Whether staying the night or just for a nightcap, new possibilities abound at the Fashion Island hotel in Newport Beach.
$375/night plus tax and fees
Guest room reservation block ends on Tuesday, January 28.
Guest room reservation block ends on Tuesday, January 28.
Event Registration
IPA Members & Non-Members
General Sessions / Networking
Registration Price: $1,599
Early bird registration $1,399 through Dec. 20.
Non-Member Registration: $5,499
Member On-site Registration Fee: $1,799
Register now
Broker-Dealers / RIAs Only
Includes Due Diligence Symposium
Broker-Dealer/RIAs: Complimentary
Limited to two (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.
Register now
Due Diligence
Symposium FAQ's
As part of the IPA’s Commitment to connecting Asset Managers and Distribution Partners, each of our events includes a Due Diligence Symposium (DDS). This unique opportunity allows Asset Managers to introduce their firms to Distribution Partner members in a focused, private setting. These symposia enable small-group meetings, ensuring that Asset Managers connect with all participating Distribution Partners during the conference. Sponsorship provides Asset Managers access to the DDS, but spaces are limited to ensure meaningful engagement and we encourage you to sign up today to become a DDS Sponsor. The DDS is open to Distribution Partners from wire houses, independent broker-dealers, family offices, and registered investment advisors (RIAs).
What is the format of the Due Diligence Symposium?
What are the expectations for Asset Managers?
What are the expectations for Distribution Partners?
Travel Reimbursement Policy
What do Distribution Partners receive for participating in the DDS?
General FAQ's
What is the difference in registration rates for this event?
Are meals included with registration?
Does IPAConnect Private Markets offer Continuing Education (CE) credits?
What is the event dress code?
Who do I contact if I have an accessibility request?
How do I become a sponsor of IPAConnect Private Markets?
What dining options are available at the hotel and in the local area?