April 30–May 2

Hear directly from the Assistant Secretary of Employee Benefits Security in the Employee Benefits Security Administration. During this conversation, we will cover a wide range of issues from SECURE 2.0 implementation to DOL’s stance on cryptocurrency, brokerage windows, and alternative investments in a defined contribution plan or QDIA, to the newly proposed rulemaking that everyone is talking about – the Fiduciary Rule governing investment advice. The DOL has certainly kept benefit practitioners busy over the last few months and May is the Administration’s unofficial deadline to finalize all of these rules, so this discussion will come at a critical time. You don’t want to miss this important discussion with a key Administration official.

In a world facing demographic shifts, climate change and technological disruption, infrastructure has emerged as a resilient and essential asset class. This panel takes a deep dive into the compelling trends propelling its growth, including (i) aging infrastructure, (ii) the energy transition, (iii) demographic shifts and (iv) digital transformation. Discover why infrastructure is on pace to surpass real estate as the largest private markets asset class by 2026 according to Preqin and why infrastructure tops the list of planned allocation increases from institutional investors per Nuveen’s 2023 Global Institutional Investor Survey. Hear from industry leaders as they discuss the current landscape, emerging trends, and strategies for incorporating private infrastructure in client portfolio.

The IPA’s Distribution Partner Roundtable will host peer-to-peer discussions on the opportunities and issues surrounding the alternative investment landscape for distribution firms in our industry. This session will give participants the opportunity to have a candid conversation on how distribution partner firms work best with portfolio diversifying investments, and to discuss key topics including business, operating, regulatory and legal issues. This a closed-door meeting for executives and home office personnel of wire houses, national, regional independent broker-dealers and RIAs.

Join us for our annual thought leadership forum, taking place for the first time at IPASummit, where IPA members, senior leaders and executives will discuss the critical issues that will impact the future of the alternative investments industry. Additionally, we will be joined by policy experts from Mindset DC, the IPA’s partner, and a preeminent public policy firm, as well as the IPA’s expert legal consultants.  Prepare to deepen your understanding of critical issues into the following areas: (i) tax changes ahead of a potential 2025 tax legislative package, (ii) the evaluation of legislative measures aimed at enhancing capital markets, and (iii) regulatory considerations surrounding the accredited investor definition. Moreover, (iv) we will assess the opportunities that lie within the 401(k) markets and consider potential threats and implications for retirement savers’ access to alternative investments. This forum is not just about discussion—it’s about preparing you to meet the challenges ahead with knowledge and confidence.

The strong recovery from the Covid recession resulted from unprecedented policy action that brought the United States from an unemployment rate that peaked at nearly 15 percent in April of 2020 to an over 50-year low of 3.4 percent by January of 2023. But there is more work to do.  Our economy can continue to create more and better jobs with the right investments. This talk will provide an overview of the U.S. Department of the Treasury’s macroeconomic outlook.  Dr. Tara M. Sinclair will discuss some of the context and economic thinking behind the policies used in the recent economic recovery and where the economy stands today.  She will then turn to the longer-term macroeconomic outlook, specifically focusing on modern supply-side policies that can grow the economy in the long run.