IPA All Member Update – Powering the PDI Industry Forward
Arguably the most disruptive year in history, 2020 has seen a massive change in how organizations go about their daily business, and many – if not all – have had to adapt, adjust and evolve previously detailed plans and strategies to fit “the new norm.”
As we approach the second half of the year and look to a broad emergence from global lockdowns resulting from the COVID-19 pandemic, the IPA is convening an all-encompassing market update to inform our membership on the organization’s plans and strategies for the remainder of 2020. Listen in as our webinar covered detailed plans for the rest of the year and into 2021.
Despite challenges faced thus far, the IPA remains committed to its primary goal serving its membership. We remain steadfast in advancing critical issues identified by our members, and we look forward to leading the industry as we emerge from shutdowns the remainder of this year and into 2021.
Speakers
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Anya CovermanSVP, Government Affairs and General Counsel, IPAAnya is the IPA’s Senior Vice President for Government Affairs and General Counsel. Anya leads the IPA’s legislative, regulatory and legal initiatives, including the IPA’s Political Action Committee (PAC). Anya serves as the primary liaison and senior policy representative before Congress, the Administration, and federal and state financial and self-regulatory agencies on all aspects of financial services policy affecting the PDI industry. Anya also counsels the IPA on all internal legal matters. She is a regular speaker at conferences and public events and is often quoted in financial news and industry publications.
Prior to joining the IPA, Anya was the Deputy Director of Policy and Associate General Counsel at the North American Securities Administrators Association (NASAA), the national association representing state financial regulators. She also has practiced corporate and securities law at the international law firm Greenberg Traurig LLP in Washington, D.C., and, prior to that, at a boutique financial services law firm in New York City.
Anya received her J.D. from American University’s Washington College of Law and her B.A. from the University of Miami. She is admitted to practice law in the District of Columbia, Virginia, New York and Texas. Anya enjoys travel, oil painting and spending time with her family.
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Tony CheresoPresident & CEO, IPATony Chereso is President and CEO of the Institute for Portfolio Alternatives and oversees all business operations. He brings an executive management track record of over 20 years to the IPA, along with a passion for excellence. Tony’s vision for the dynamic and rapidly changing PDI industry makes him a leading voice on critical legislative and regulatory issues. He has an unwavering commitment to expanding opportunities for the advancement of industry objectives. Tony has deep experience with privately offered securities and alternative asset capital markets, tax, due diligence, finance, audit and sales and marketing. Previously he was the President and CEO of FactRight, a leading third party independent due diligence and research firm. He also served as the Director of National Sales for a national real estate syndicator.
Tony is a graduate of the DePaul University School of Commerce and attended business school at the University of Dallas. He is recognized as a distinguished instructor for the Institute of Internal Auditors.
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Trisha MillerExecutive Managing Director, Capital Markets Redbrick LMDTrisha A. Miller is Executive Managing Director of Capital Markets for Redbrick LMD, a Washington DC-based developer of commercial real estate and the largest private owner of property located in Opportunity Zones in the District of Columbia. Ms. Miller has over thirty years of experience in the distribution of alternative investments and mutual funds through financial intermediaries. Previously Ms. Miller was Executive Managing Director of Robert A. Stanger where she served as a consultant to institutional and other alternative asset managers to assist with the development and implementation of their retail fundraising capability. She was previously the CEO of Starwood Capital, LLC, the broker/dealer affiliate of Starwood Capital Group, a $60 billion private equity firm with a primary focus on global real estate. In addition, Ms. Miller was CEO, Head of Distribution and National Sales Manager at Carey Financial, LLC, W. P. Carey’s broker-dealer, where she led the capital raising function for real estate and credit funds for nine years. Previously Ms. Miller was a sales manager with Rydex Funds (now owned by Guggenheim Partners), one of the earliest to launch alternative investment strategies in a mutual fund format. She was also with Columbia Funds and Putnam funds earlier in her career.
Ms. Miller is currently the Chair Emeritus of the Institute for Portfolio Alternatives (IPA) which provides national leadership for the Portfolio Diversifying Investment industry through advocacy and education. Ms. Miller earned her B.A. from Chatham College in Pittsburgh, Pennsylvania and her MBA in Finance and Marketing from the Katz Graduate School of Business at the University of Pittsburgh. She is a Certified Financial Planner® and holds several securities licenses, including the Series 7 and 24 licenses.