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IPAConnect Registered Funds | 2024

December 9–11

Orlando, FL

Thank you to everyone that attended IPAConnect Registered Funds. Past attendees can access presentations below, as well as information on sessions from our time together in Orlando.

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Overview
Presentations
Agenda
Venue
Registration
Sponsorship
Attending Firms
DDS FAQ
FAQs

overview

Make meaningful connections in Orlando, Florida.

An exclusive opportunity to network and leverage the insights of top executives at leading product sponsors in a focused format. 

Engage with prominent broker-dealers and RIAs, and join us for an in depth analysis of current and future publicly registered offerings.

Join influential leaders and key stakeholders for as weexplore the latest innovations in investment strategies, and host dynamicdiscussions on the newest publicly registered offerings.

Dive into engaging presentations from top industry experts, as they unveil forward-thinking innovations on the evolving market and economy. Explore dynamic conversations on leading strategies including Interval Funds, PrivateCredit, Tender Offer Funds, BDCs, Private Real Estate, REITs, Private Equity,Real Assets  and more.

200+
Expected Attendees
160+
Broker-Dealers/RIAs

Keynote Speaker Presentations

Registered attendees from IPAConnect Registered Funds can access presentations by clicking the link below. Please use the password that was provided to you via email. For technical assistance, please contact us at marcomm@ipa.com.
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Networking & Knowledge

Connect in a meaningful setting with broker-dealers, RIAs, fintech companies, law firms, consultants and many others as the alternative investments industry converges in Orlando, Florida. IPAConnect represents a unique gathering in our industry, offering a platform to delve into today's trending topics and uncover valuable business insights.

Agenda at a Glance

Monday, Dec. 9
Tuesday, Dec. 10
Wednesday, Dec. 11
12:00 PM
Registration Opens
Location:
Central Park West Foyer
2:00-2:15 PM
Opening Ceremony & Welcome Remarks
Anya Coverman
President & CEO,
Institute for Portfolio Alternatives 
2:15-3:00 PM
General Session 1: Battle of the Economists: Market Insights from Leading Experts
Join this engaging session led by renowned economists at the forefront of economic and market analysis. These experts will share their latest perspectives on the market, including predictions on interest rates, global inflation, and the outlook for stock, real estate, and private credit markets. In today’s dynamic economic landscape, the panelists will provide valuable, actionable insights for applying to your investment and business strategies. Topics will include global economic trends, geopolitical factors, fiscal and monetary policies, and emerging market dynamics. Attendees will leave this session better equipped to navigate today’s complex financial environment, with a deeper understanding of the current economic climate and the future of the global market.
Chirag Bhavsar | Moderator
Co-CEO,
CNL
Nathan S. Shetty, CFA®, FRM | Speaker
Head of Multi-Asset,
Nuveen
Gene Goldman, CFA® | Speaker
Chief Investment Officer,
Cetera Financial Group
Jim Costello | Speaker
Chief Economist—Real Assets,
MSCI
Location:
Central Park West Foyer
3:00-3:30 PM
General Session 2: Navigating the Tides: An Industry-Leading Market Update on REITs, BDCs, and Unlisted Closed-End Funds
Join us for a comprehensive discussion on the ever-changing capital markets and registered funds landscape. This presentation will offer the opportunity to sharpen your competitive edge and get ahead of the curve as we detail the most pressing challenges and opportunities facing our industry, including market data and pacesetters, industry analysis and forecasts, and insights on investor appetite. Attendees will gain the knowledge and strategies needed to successfully navigate shifting tides and position yourself and firm for success.
Kevin Gannon | Speaker
Chairman and CEO,
Robert A. Stanger
Location:
Central Park DE
3:30-4:00 PM
Networking Break & Exhibits
Location:
Central Park AC
4:00-5:00 PM
General Session 3: Distribution Partner Insights: Shaping the Future of Investment Offerings
In an exclusive presentation featured at IPAVision on the comprehensive Alts Leaders Distribution Partner Survey results, research reveals that new capital for interval and tender offer funds is projected to grow exponentially from $19.9B in 2023 to $42.3B in 2026. This panel will take a deeper dive into the increasing demand from distribution partners for registered funds. Attendees will gain valuable insights into how leading distribution partners are navigating new investment product offerings, including for registered funds. Panelists will explore the dynamics between banks and asset managers, onboarding processes, how firms are adapting their strategies to accommodate a shift towards alternatives, and the product roadmap for 2025 and beyond. Additionally, speakers will address challenges in integrating alternative investments into turnkey portfolios, overcoming hurdles in the RIA channel, and improving accessibility of subscription documents and other products. Don’t miss this forward-looking session on how distribution partners are reshaping their platforms to meet evolving industry demands.
Michael Johnson | Speaker
Director, Private Equity and Real Asset Origination,
Bank of America Merrill Lynch
Matthew Malone | Moderator
Head of Investment Management,
Opto Investments
Finbar Ward | Speaker
Executive Director, Investment Solutions,
Morgan Stanley
Christopher Maxey | Speaker
Chief Market Strategist,
Wealthspire Advisors
Location:
Central Park DE
Kevin Gannon | Speaker
Chairman and CEO,
Robert A. Stanger
5:00-6:30 PM
Networking Reception & Exhibits
Location:
Central Park AC
7:00 AM
Registration Opens
Location:
Central Park West Foyer
7:30-9:00 AM
Networking Breakfast & Exhibits
Location:
Central Park AC
8:30-9:45 AM
Due Diligence Symposium
(For Broker Dealers, RIAs and Presenting Sponsors Only)
Location:
Central Park DE
10:00-10:15 AM
Welcome
Anya Coverman
President & CEO,
Institute for Portfolio Alternatives 
10:15-11:00 AM
General Session 4: Accessing Private Equity with Registered Funds: Navigating the Evolving Landscape
Join industry leaders as they delve into the rapidly evolving private equity market and its unique intersection with registered funds. In this session, you'll gain valuable insights into key trends, including the movement of private equity up-market, the rise of middle-market fund-of-funds, and how registered fund structures are making private equity increasingly accessible to retail investors. The session will also explore various product structures designed to broaden access to private equity, such as interval funds blending private and public assets, various tender and interval fund wrappers in 40 Act funds, private equity focused infrastructure investments, asset-backed lending, and innovative NASDAQ option fund structures. Attendees will leave with a clear roadmap for leveraging registered funds to navigate the complexities of private equity and bring these opportunities to a wider range of investors.
Owen Pinkerton | Moderator
Partner,
Eversheds Sutherland
Michael Trihy | Speaker
Director and Portfolio Manager,
Bow River Capital
John Mahon | Speaker
Partner and Head of Registered Funds Group,
Proskauer Rose LLP
Michael Bell | Speaker
CEO,
Meketa Capital
Founder/CEO,
Primark Capital
Mark Phillip | Speaker
Partner,
Managing Director, Head of Business Development,
FlowStone Partners
Location:
Broadway, Fulton, Astor, Empire, Church, Beekman, Barclay, Carnegie
Anya Coverman
President & CEO,
Institute for Portfolio Alternatives 
11:00-11:45 AM
General Session 5: Valuations and Related Operational Considerations for Registered Funds:
Best Practices and Emerging Trends
In this session, industry experts will examine the evolving landscape of valuations in the registered funds space, focusing on the challenges of valuing both liquid and illiquid assets. Attendees will gain insights into the impact of recent SEC enforcement actions and explore best practices for ensuring accuracy, transparency, and compliance in the valuation process. Key topics will include distributor comfort, liquidity management, and marketing considerations. The session will also highlight innovative approaches to valuing more complex assets, providing actionable insights for fund managers, advisors, and legal teams within the registered funds sector.
Patrick Quinn | Moderator
General Counsel,
CION Investments
Andrew Huang | Speaker
Head of Valuations,
Aksia LLC
Katie King | Speaker
Asset and Wealth Management Partner,
PwC
Sean McLean | Speaker
SVP, Retail Alternative Fund Services,
Ultimus Fund Solutions
Michael Townson | Speaker
Director of Product Management,
SS&C
Location:
Central Park Ballroom Grand Foyer
11:45 AM-1:00 PM
Networking Lunch & Exhibits
Location:
Central Park DE
1:15-2:15 PM
General Session 6: The Future of Investment Strategies: Navigating Emerging Trends and Innovation
Join us for an insightful session that merges current market practices with future-focused discussions on the evolving world of registered investment strategies. This session will provide a deep dive into current fund strategies, while examining the future of asset classes beyond registered funds, such as novel private equity strategies, secondary credit, infrastructure, hedge funds, and blockchain technology. Industry experts will also explore key innovations in investment approaches, including the shifting dynamics between banks and asset managers, the integration of alternatives into model portfolios, and the rise of TAMP platforms. Don't miss this opportunity to gain actionable insights on the future of investment strategies and the trends shaping the industry.
Kimberly Flynn | Moderator & Speaker
Managing Director,
XA Investments
Jamie Finn | Speaker
Co-Founder and President,
Securitize
John Cole Scott | Speaker
President,
CEF Advisors & CEF Data
Seth Cadan | Speaker
Principal,
Ares Management
Brian King | Speaker
CEO,
LODAS
Location:
Broadway, Fulton, Astor, Empire, Church, Beekman, Barclay, Carnegie
2:15-2:45 PM
Networking Break & Exhibits
Location:
Promenade/CentralPark AC
2:45-3:45 PM
General Session 7: Due Diligence on Registered Funds: What to Know About Top Considerations and Common Pitfalls
The onboarding and distribution of registered funds are intricate processes that hinge on comprehensive due diligence involving both the selling group members and issuers, along with their respective service providers. During this session, speakers from leading firms will discuss best-in-class considerations for conducting due diligence on these registered offerings, and examine liquidity options, risks, and overall benefits of these alternative investment structures. This session will provide valuable insights into the subtle intricacies of the due diligence process; key questions that arise during reviews; the distinctions between various registered fund investments; and the timing, scope, and resources required for onboarding.
Todd Snyder | Moderator
Managing Member,
Snyder Kearney
Amanda Teeple | Speaker
Managing Director,
Madison Capital Group Holdings
Jacob Heidkamp | Speaker
Co-President, Principal,
FactRight, LLC
Christina Munster | Speaker
Vice President of Due Diligence,
Preferred Capital Securities
Ashish Phansopkar | Speaker
Associate Director, Due Diligence & Analysis, Cambridge Investment Research, Inc.
Location:
Off-site
3:45-4:15 PM
Networking Break & Exhibits
Location:
Off-site
4:15-5:15 PM
General Session 8: Global Perspectives: Leading International Alternative Asset Managers and Distribution Partners  
Join a dynamic panel of leading global alternative asset managers and distribution partners for an in-depth exploration of the global alternative investments landscape. This session will provide a comprehensive overview of the opportunities and challenges across key markets, both within and beyond the U.S. Panelists will discuss strategies for navigating U.S. versus non-U.S. distribution channels, leveraging mirror funds to capture global demand, and developing innovative product structures tailored to diverse regions. Speakers will also address operational and jurisdictional considerations, as well as the critical role of partnerships with global distribution platforms in driving growth. Attendees will gain valuable insights into how top industry stakeholders are shaping the future of the alternatives sector through their varied approaches and experiences across different geographies.
Vadim Avdeychik | Moderator
Partner,
Clifford Chance, LLC
Laurie Chan | Speaker
US Head of Alternative Solutions,
PGIM Investments
Fran Golden | Speaker
Managing Director, Private Wealth Solutions,
Blackstone
Amy Tran-Balbin | Speaker
Private and Family Wealth Office,
Global Infrastructure Partners
Jeff Dorigan | Speaker
Managing Director, Alternatives,
Brown Brothers Harriman & Co.
Location:
Promenade/CentralPark AC
5:15-7:00 PM
Holiday Celebration at IPAConnect Registered Funds
We're thrilled to invite you to an evening of festive cheer as we gather to toast our valued Distribution Partners and celebrate the connections that make our industry thrive. Enjoy delightful hors d'oeuvres, festive music, and the chance to connect with peers in a warm and welcoming atmosphere.

Let's raise a glass to our shared successes and the exciting opportunities ahead.
Location:
Off-site
7:00 PM
IPAConnect Dine Arounds
Location:
Promenade/CentralPark AC
7:30 AM
Registration Opens
Location:
Central Park West Foyer
7:30-8:30 AM
Due Diligence Symposium Breakfast
(For Broker Dealers, RIAs and Presenting Sponsors Only)
Location:
Central Park AC
8:30 AM-12:00 PM
Due Diligence Symposium
(For Broker Dealers, RIAs and Presenting Sponsors Only)
Location:
Broadway, Fulton, Astor, Empire, Church, Beekman, Barclay, Carnegie
12:00PM
Conference Concludes
Location:
Central Park AC
The Venue

Waldorf Astoria Orlando

Step into a newly refined haven of luxury. Explore our property-wide reimagination that includes a floor-to-ceiling transformation inclusive of all guestrooms and suites, the lobby arrival experience, new design and culinary innovations at the award-winning restaurants Bull & Bear and Peacock Alley, enhancements to The Waldorf Astoria Spa and a complete restoration of the esteemed 18-hole Waldorf Astoria Golf Club.
$368/night plus tax and fees
The guest room reservation room block has expired. For assistance, please contact Tracey Nilson at tnilson@ipa.com.
Hotel Information
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Event Registration

IPA Members & Non-Members

General Sessions / Networking
Registration Price: $1,299
Early bird registration period has expired.
Non-Member Registration: $4,999
Member On-site Registration Fee: $1,999

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.
sponsor now

Sponsorship Opportunities

The IPA is excited to host one of its most engaging and interactive conferences of the year. As an event sponsor, your organization will gain maximum visibility and promotion through various channels, including marketing materials, member communications, event signage, and social media coverage. Don't miss this exclusive opportunity to enhance your marketing exposure throughout the event.
For more information on sponsorships, email Megan Gavin or call (202) 548-7187.
Sponsorship Details
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IPAConnect Registered Funds 2024 Event Sponsors

Attending Firms

  • 1776 Wealth LLC
  • 400 Capital Management
  • Advantax
  • AIAC Investment Group
  • Aksia LLC
  • Alexander Legacy Private Wealth Management
  • Alliance Global Partners
  • Alston & Bird LLP
  • American Harbour Wealth Management,LLC
  • Ameriprise Financial
  • AOG Wealth Management
  • Ares Wealth Management Solutions
  • Arkadios Capital
  • Baker & McKenzie LLP
  • Bank of America Merrill Lynch
  • BGO
  • Bow River Capital
  • Brookfield Oaktree Wealth Solutions
  • Brown Brothers Harriman & Co.
  • Cambridge Investment Research Inc
  • Capital Group Private Client Services
  • Capitalia Advisors LLC
  • Capright
  • Carter Funds
  • CEF Advisors
  • Cetera Financial Group
  • CIM Group
  • CION Investments
  • Clifford Chance US LLP
  • CNL
  • Commonwealth Financial Network
  • Computershare
  • Core Spaces
  • Corporate Investments Group, Inc.
  • Cottonwood Residential
  • Crow Holdings Capital
  • Davies Wealth Management
  • DLA Piper US LLP
  • DWS RREEF Property Trust
  • Eagle Point Credit Management LLC
  • Edward Jones
  • Emerson Equity, LLC
  • Evanston Capital Management, LLC
  • Eversheds Sutherland
  • FactRight, LLC
  • Fidelity Investments
  • FlowStone Partners
  • FNEX
  • Fortress Investment Group
  • Franklin Templeton Alternative Investments
  • Global Wealth Management LLC
  • Goldman Sachs & Co., LLC
  • Great Point Capital Advisors
  • Hartfield Financial & Insurance Services,Inc.
  • IBN Financial Services, Inc.
  • iCapital
  • IDB Capital
  • Inland Real Estate Investment Corporation
  • Inland Securities Corporation
  • J.P. Morgan Asset Management
  • JPMorganChase
  • Kingswood U.S.
  • LODAS
  • LPL Financial LLC
  • Madison Capital Group Holdings, LLC
  • Magnolia Private Wealth
  • MassMutual Financial Group
  • Meketa Capital
  • Merchants Capital Trust
  • Monroe Capital
  • Morgan Stanley
  • MSCI
  • MSF Capital Advisors
  • NI Advisors
  • Nuveen
  • Opto Investments
  • Peachtree Group
  • PGIM Real Estate
  • PINE Advisor Solutions
  • Preferred Capital Securities
  • Principal Asset Management
  • Proprietary Capital
  • Proskauer Rose, LLP
  • Protected  Investors Of America
  • PwC
  • Raymond James
  • Robert A. Stanger
  • Sanctuary Wealth
  • Securitize Inc.
  • Snyder Kearney, LLC
  • SS&C Technologies
  • Stockbridge
  • SynerFuse™
  • The Strategic Financial Alliance
  • UBS
  • Ultimus Fund Solutions,LLC
  • VISTRA
  • Wealthspire
  • XA Investments
  • ... and more to come!

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 Registered Funds 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 Registered Funds?
What dining options are available at the hotel and in the local area?