IPA Year-End Review and 2021 Outlook
The IPA and the industry as a whole have experienced some of the greatest challenges in history throughout 2020. Despite this, prior years of hard work and progress has helped fortify the IPA community from these headwinds, and we are optimistic for a broad recovery and continued success into 2021 and beyond.
Hear a review of our challenges and successes from 2020, as well as a look ahead to 2021. Learn about our strategic realignment of priorities as we emerge from a global pandemic that left no portion of the economy unscathed.
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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Leon VolchyokIPA Chair Elect, Managing Director, BlackstoneLeon Volchyok is a Managing Director in Blackstone’s Real Estate group. Mr. Volchyok plays a key role in the structuring, launch and operations of the Real Estate group’s public vehicles, handles the legal affairs for the Real Estate Debt Strategies group and is involved in a number of other legal initiatives throughout the business. Mr. Volchyok also serves as Head of Legal and Compliance for Blackstone Mortgage Trust (BXMT) and as Chief Legal Officer and Chief Compliance Officer for both Blackstone Real Estate Income Trust (BREIT) and the Blackstone Real Estate Income Funds (BREIF). Prior to joining Blackstone in 2013, Mr. Volchyok was a Senior Associate in the Real Estate Capital Markets group at Proskauer Rose LLP, where he specialized in capital markets transactions and general securities law and corporate governance matters, with a focus on REITs and other real estate companies. Mr. Volchyok received a BBA from Baruch College – Zicklin School of Business and a JD from Fordham Law School.
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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.