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Direct Insights Call Series: Driving our Industry into 2020 and Beyond – IPA’s Member-Centric Strategic Plan

Listen to the debut of our new member-driven strategic plan where we discussed the IPA’s renewed effort to grow and strengthen our industry. We laid out our broad vision and the important ways you can assist us with industry advocacy and bringing the strategic plan to life. Our goal for all members is to deliver a more personalized membership experience that supports the full spectrum of companies and professionals who participate in the portfolio diversifying investments (PDI) marketplace.

Topics Include:
Board Ownership and Strategic
Plan Commitment
Continued Advocacy Data + Research
Next Generation Leadership

Through the collective voice of our members, the Institute for Portfolio Alternatives has been instrumental in shaping the PDI industry. As investment managers, broker-dealers, wealth advisors and industry service professionals, our members provide leadership and industry advocacy to policymakers and are shaping the future of PDI investments for future generations.

As part of our strategic plan, the IPA has been engaged in a systematic and thorough process of examining the fundamental questions of why we exist, who we serve and what is needed to help our members maximize the potential of PDIs. With your help, our collective goal is to broaden access to alternative investments and the powerful role they can play in a well-balanced investment portfolio.

The IPA is dedicated to driving transparency and innovation in the marketplace and welcomes your involvement and participation to help execute our strategic plan. As a valued member, we look to you for your expertise to help move the industry forward!

Presented By:
Anthony Chereso, President & CEO, IPA
Ella Neyland, IPA Chair, President, Steadfast Apartment REIT III, Inc
Trisha Miller, IPA Chair Elect, Managing Director, R.A. Stanger & Co.

Listen to Recording


Dec 17 2019