April 30–May 2
Washington, D.C.
A premier event for the alternative investments industry in Washington, D.C., this gathering addresses critical business, operational and legal issues. It brings together regulators, policymakers and Congressional leaders, fostering discussions on key topics that shape our industry’s future.
overview
The Premier Advocacy Event of the Year
A leading event for the alternative investments industry in Washington, D.C., this gathering explores critical business, operational, and legal issues, bringing together regulators, policymakers, and Congressional leaders to discuss key business topics.
We are also excited to host a day on Capitol Hill, lobbying with members of Congress to advance critical initiatives as part of our in-person Capitol Hill Day. Come to build or deepen your relationships, grow your client base, and make a difference in Washington.
IPASummit is the go-to industry event for leading expertise and substantive knowledge on alternative investments.
hotel & location
Conrad Washington, D.C.
With an art-forward approach to contemporary luxury, the Conrad invites you to experience DC through the lens of a local resident of the District and enjoy the culture and color that makes our nation’s capital one of the most incredible cities in the world.
$459 per night plus taxes and fees
Guest room reservation block ends on April 9, 2025.
Guest room reservation block ends on April 9, 2025.
Event Registration
IPA Members & Non-Members
General Registration
Regular Registration: $1,899
Non-Member Registration: $5,499
The optional Hill Day portion of IPASummit is on May 1 from 8:00am -12:30pm and can be selected during the registration process. Advanced registration is required.
On-site member registration: $2,099.
Register now
Broker-Dealers / RIA’s Only
Due Diligence Symposium
Broker-Dealer/RIAs: Complimentary
The optional Hill Day portion of IPASummit is on May 1 from 8:00am -12:30pm and can be selected during the registration process. Advanced registration is required.
Limited to 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.
Register now
Cancellation & Substitution Policy
Cancellations received after April 15 are non-refundable. All substitutions must be approved in advance by IPA. Registrations are non-transferable to other IPA events.
Cancellations received after April 15 are non-refundable. All substitutions must be approved in advance by IPA. Registrations are non-transferable to other IPA events.
Agenda at a glance
7:00 AM
Registration Opens
8:30 AM – 11:30 AM
Board of Directors Meeting
(Invitation only)
11:15 AM – 12:15 PM
Due Diligence Symposium Lunch
For Broker Dealers, RIAs and Presenting Sponsors Only
11:30 AM – 12:30 PM
Board of Directors and Rising Leaders Networking Luncheon
(Invitation only)
12:15 PM – 1:30 PM
Due Diligence Symposium
For Broker Dealers, RIAs and Presenting Sponsors Only
1:45 PM – 2:00 PM
Welcome and Opening Ceremony
Anya Coverman
President and CEO, Institute for Portfolio Alternatives
2:00 PM – 2:30 PM
Investing in America Award Ceremony and Remarks
2:30 PM – 3:15 PM
Keynote Presentation: A Conversation With Hester Peirce, Commissioner, United States Securities Exchange Commission (SEC)
As the alternative investment market expands, regulatory oversight continues to evolve. In this session, SEC Commissioner, Hester Peirce, who was sworn in onJanuary 11, 2018, will discuss current and emerging policy and regulatory issues at the Commission.
Hester Peirce
Commissioner, U.S. Securities and Exchange Commission
3:15 PM – 4:00 PM
Keynote Presentation: A Conversation With Robert Cook, President and CEO, FINRA
Join FINRA’s President and CEO, Robert Cook, for an in-depth discussion on the evolving regulatory landscape for alternative investments. This session will cover FINRA’s latest rule updates and policy priorities in an increasingly complex market.
.avif)
Robert Cook
President & CEO, FINRA
4:00 PM – 4:15 PM
Networking Break & Exhibits
4:15 PM – 5:15 PM
General Session 1: Market Insights: Navigating Trends in the Alternative Investment Industry
Join industry experts and thought leaders as they dive into the latest market trends shaping the alternative investment industry. This session will begin with a presentation on market updates, and then turn to a discussion on emerging trends and performance benchmarks across private equity, real estate, infrastructure, and other alternative asset classes; the impact of macroeconomic forces on alternative investments; advancements in data analytics, indexing, and technology to improve investment decision-making; and how investor demand and allocation strategies are influencing market dynamics. Don’t miss this opportunity to hear from those at the forefront of the alternative investment space and leave with actionable strategies to navigate the complexities of this growing market.
Fran Golden | Moderator
Managing Director, Private Wealth Solutions, Blackstone
Kevin Gannon
Chairman and CEO, Robert A. Stanger & Co., Inc.
Jim Costello
Chief Economist, MSCI
.avif)
Zane Carmean
Director, Quantitative Research, PitchBook
Daniil Shapiro
Director, Product Development, Cerulli Associates
5:15 PM – 6:00 PM
General Session 2: Rethinking Model Portfolios: Opportunities and Challenges in Alternative Investments
Model portfolios have long been a cornerstone of traditional investment strategies, but their application in the alternative investment space is evolving rapidly. This session will feature industry leaders and innovators, and they’ll explore the transformative potential of model portfolios tailored for alternatives, including adapting traditional model portfolio frameworks to accommodate alternatives; leveraging technology, data, and AI to optimize portfolio construction and performance; and balancing customization with standardization to meet diverse investor needs. The panel will also address challenges in scaling, managing liquidity, and ensuring transparency in alternative-focused portfolios. Join us for this thought-provoking conversation, which will equip you with fresh perspectives to stay ahead in a rapidly changing landscape.
Mat Dellorso | Moderator
Managing Director, SEI Global Services, Inc.
Amanda Robinson
Vice President, Portfolio Solutions, Fidelity
.avif)
Eve Cout
Managing Director, Portfolio Design & Solutions Pillar, U.S. Wealth Advisory, BlackRock
Chad LaFauci
Senior Vice President, Alternative Investments, Commonwealth Financial Network
Shan Hasnat
Senior Vice President, Research & Education Team, iCapital
6:00 PM – 7:00 PM
Opening Reception
7:00 PM
Dine Arounds
7:00 AM
Registration Opens
7:00 AM – 8:00 AM
Networking Breakfast & Exhibits
8:00 AM – 8:30 AM
IPASummit Hill Day Transfers
Pre-registration required
8:30 AM – 12:30 PM
IPASummit Hill Day
Pre-registration required
12:30 PM – 2:00 PM
Networking Lunch & Exhibits
2:00 PM – 3:00 PM
Educational Roundtables
Distribution Partner Roundtable
This roundtable offers a unique forum for Broker-Dealers (BDs) and Registered Investment Advisors (RIAs) to explore the opportunities and challenges within alternative investment distribution channels. Attendees will engage in open, candid discussions on topics such as optimizing collaboration with distribution partners, navigating operational, regulatory, and legal complexities, and anticipating future trends. This exclusive, closed-door session is designed for executives and home office representatives from wirehouses, national, regional, and independent BDs, as well as RIAs.
Bora Lim | Moderator
Head of Hedge Fund Origination & Product Management, Bank of America
Peter Schaffer | Moderator
Vice President, Investment Sales, Cetera Financial Group
Policy, Regulatory, and Legal Affairs Roundtable
Policymaking in 2025 promises to be transformative, with a significant focus on finance. Alternative investments are primed to gain greater adoption, support more investors and those saving for retirement, and to boost the economy. This interactive roundtable will bring together policy and advocacy experts to explore the legislative and regulatory priorities shaping the future of the alts industry. Participants will engage in conversation around the evolving political landscape in Washington, emergent tax legislation, the potential expansion of the Accredited Investor definition, and strategies for integrating alts into Defined Contribution plans. Join us for this essential discussion to gain actionable insights and help build a stronger, more inclusive future for alternative investments.
National Accounts Roundtable: Navigating the RIA Channel
As the alternative investments landscape continues to expand, national accounts teams face unique challenges in managing distribution strategies, meeting client demands, and staying ahead of evolving market trends. This interactive roundtable will explore how national accounts professionals can effectively engage the RIA channel and aggregator platforms to drive growth in alternative investments. Participants will dive into key topics including understanding the evolving RIA landscape, overcoming adoption barriers, and implementing scalable engagement and distribution strategies. Through shared experiences and peer dialogue, the session will surface practical insights to navigate challenges and strengthen partnerships in this critical channel.
This Roundtable is exclusively for National Accounts professionals.
This Roundtable is exclusively for National Accounts professionals.
Angela Barbera | Moderator
Managing Director, National Accounts, NexPoint Securities
Emily Calcagno | Moderator
Executive Vice President, Head of National Accounts, BlueRock Capital Markets
Michelle Moore | Moderator
Managing Director for the IBD Channel, Axxes Capital
3:00 PM – 3:30 PM
Networking Break & Exhibits
3:30 PM – 3:45 PM
Welcome
Anya Coverman
President and CEO, Institute for Portfolio Alternatives
3:45 PM – 4:30 PM
General Session 3: Tokenization and Blockchain: Unlocking Liquidity in Alternative Assets
Tokenization through blockchain technology is transforming the alternative investment landscape by making traditionally illiquid assets like real estate and private equity more accessible and liquid. During this session, industry experts will explore the fundamentals of asset tokenization, focusing on its potential to allow fractional ownership, increase liquidity, and broaden access to alternative investments; explore key hurdles such as interoperability between blockchain platforms, technical limitations, and the need for investor education to support wider acceptance of tokenized assets; and share insights into the regulatory challenges associated with tokenization, including transparency and market manipulation concerns.
Brian Ruben | Moderator
Global Real Estate Audit & Assurance Leader, Deloitte & Touche LLP
Prashant K. Kher
Digital Assets Strategy & Transactions Leader, Ernst & Young LLP, EY-Parthenon
Ryan Louvar
Chief Legal Officer and Head of Business and Legal Affairs, WisdomTree
4:30 PM – 4:45 PM
Networking Break & Exhibits
4:45 PM – 5:30 PM
General Session 4: RIA Speaks: Bringing to View the Insights of Unique RIAs, RIA Aggregators, and Family Offices
The IPA is thrilled to present RIA Speaks, an industry event that brings together a diverse group of respected RIAs, RIA aggregators, and family offices. This exclusive gathering offers a rare opportunity to hear directly from key players in this distinctive distribution channel, representing a wide range of firms. During the session, speakers will share insights into the concerns, preferences, and idiosyncrasies of industry-leading RIAs, and offer firsthand accounts of their approach to advising clients and their perspectives on both mainstream and alternative investment products, including working with retail and institutional clients. Join us for this session to expand your knowledge, forge meaningful connections, and stay informed in this rapidly evolving distribution channel.
Dayna M. Kleinman | Moderator
Managing Director, Head of Business Development, Monroe Capital, LLC
Sean Mullen
Executive Director & Head of Strategic Partnerships, Hightower Advisors
.avif)
Kristofer Gray
Principal & Founder, Integrity Financial Corporation
Bob Shea
Chief Investment Officer, Dynasty Financial Partners
5:30 PM – 6:15 PM
General Session 5: Exploring the Role of Turnkey Asset Management Platforms (TAMPs) in Alternative Investments: Challenges, Opportunities, and the Road Ahead
This session delves into the transformative role TAMPs play in reshaping access to alternative investments. With their ability to streamline operations, enhance scalability, and democratize portfolio diversification, TAMPs are becoming essential tools for advisors navigating the evolving investment landscape. During this session, speakers will explore the opportunities these platforms offer, including improved access to private market vehicles, enhanced operational efficiency, and simplified client reporting, and they will address key challenges, such as ensuring due diligence, integrating alternative assets seamlessly, managing liquidity constraints, and navigating regulatory complexities. Finally, speakers will examine the future of TAMPs, considering the implications of technological advancements, shifts in investor demand, and evolving policies. This session will equip attendees with the insights needed to leverage these platforms effectively in a rapidly changing market environment.
Lance Christofferson
Senior Vice President, Ultimus Fund Solutions, LLC
David McNatt
EVP, Investment Solutions, AssetMark
Brendan Cuddihy
Chief Operating Officer, CAIS
Patrick McGowan
Managing Director, Head of Alternative Investments and Manager Research, Sanctuary
.png)
Lucy Xin
Vice President, Head of HNW Models Strategy, Goldman Sachs Asset Management
Cheryl Nash
President, InvestCloud
6:15 PM – 7:30 PM
The Power Social | Networking Reception
7:30 PM
Dine Arounds
7:30 AM
Registration Opens
7:30 AM – 8:30 AM
Networking Breakfast
8:30 AM – 11:30 AM
IPA Rising Leaders Program
(Invitation only)
8:30 AM – 12:00 PM
Due Diligence Symposium
For Broker Dealers, RIAs and Presenting Sponsors Only
7:30 AM – 12:00 PM
IPAIntel Tax & Accounting Forum
Pre-registration required. Join us for a deep dive into the latest tax and accounting considerations shaping the alternative investment industry. This half-day forum will bring together industry experts, policymakers, and practitioners to discuss key developments in taxation, legislative updates, and accounting trends impacting private equity, private credit, real estate, and digital assets.
7:30-8:30 AM | Networking Breakfast
8:30-8:45 AM | Welcome
8:45-10:00 AM | Expert Tax Insights: Sector-Specific Updates
In this fast-paced, expert-led session, attendees will gain critical tax insights on key alternative investment structures, including private credit fund structuring, 1940 Act opportunities (e.g., BDCs, closed-end funds, interval funds, tender offer funds), real estate fund structures and tax deferred exchanges, separately managed accounts, and exchange traded products.
10:00-10:15 AM | Networking Break
10:15-11:00 AM | Key Accounting and Reporting Developments
This session will provide an in-depth analysis of the latest developments impacting financial reporting, compliance, and internal controls. Experts will discuss recent regulatory updates from the SEC, Public Company Accounting Oversight Board, and standard setters, highlight key trends in SEC comment letters, and share insights from registration statement reviews. Additionally, speakers will explore timely topics such as significance and concentration considerations, multiple share classes, and stockholder servicing fees, as well as best practices for management’s assessment of internal controls over financial reporting (ICFR).
10:45-11:00 AM | Break
11:00 AM-12:00 PM | Legislative Roundtable with Senior Congressional Tax Staff
During this session, Senate Finance Committee and House Ways and Means Committee Chief Tax Counsels will discuss the latest developments in tax policy impacting the alternative investments industry. The session will cover the realities of the current domestic and international tax debates in Washington, including the prospects for comprehensive tax reform, the Tax Cuts and Jobs Act, and broader economic implications of expiring tax provisions, potential pay-fors and revenue sources, reconciliation, and tariffs. In addition, staff will explore the most pressing issues facing the industry, such as carried interest, Section 1031 exchanges, Opportunity Zones, corporate and individual SALT considerations, mortgage REITs, FIRPTA, and the U.S. sovereign wealth fund. Attendees will have the opportunity to engage in Q&A with the speakers and will have the opportunity to submit questions on specific tax provisions in advance of the discussion.
12:00 PM | Key Takeaways & Next Steps
7:30 AM – 11:30 AM
IPA OpsTech Innovation Forum
Pre-registration required. The future is now—and it’s powered by AI, innovation, and digital resilience. Join top minds in the industry to explore how emerging technologies are reshaping alternative investments, transforming retirement planning, and defending firms against rising cyber threats. Don't miss this cutting-edge program designed for forward-thinking professionals in alternatives.
7:30-8:30 AM | Networking Breakfast
8:30-8:45 AM | Welcome
8:45-9:30 AM | Smart Money: AI and the Future of Alternative Investments
AI is transforming the alternative investment landscape, from enhancing portfolio management to revolutionizing risk assessment and decision-making. This session will explore how firms are leveraging AI-driven strategies to analyze data, optimize investments, and improve operational efficiencies. Through case studies and expert insights, we’ll examine AI’s role in predictive analytics, risk modeling, and fund management—while also addressing ethical considerations and emerging regulatory developments.
9:30-10:15 AM | Technology and Defined Contributions (DC): The Future of Retirement Planning
Technology is revolutionizing DC plans, enhancing participant engagement, optimizing investment strategies, and expanding access to alternative assets. This session will explore the role of AI-driven tools in improving participant education and the challenges of integrating private market investments into DC plans. Industry experts will also address key regulatory and compliance considerations for leveraging digital solutions in retirement offerings.
10:15-10:30 AM | Networking Break
10:30-11:15 AM | Cybersecurity & Data Resilience: Protecting Alternative Investment Firms
As cyber threats targeting private equity, hedge funds, and real estate managers grow more sophisticated, alternative investment firms must strengthen their defenses to protect sensitive LP and GP data. This session will explore the evolving cybersecurity landscape, best practices for securing critical investment data, the role of AI in fraud detection and threat response, and how firms can prepare for SEC cybersecurity disclosure regulations.
11:15-11:30 AM | Wrap Up & Next Steps
IPASummit 2025 Due Diligence Sponsors
Due Diligence Sponsors
.png){kind=spacer}
.png)
Conference Partner
Advocate
Patron
Supporter
Media Sponsor
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.
-min.avif)
Event Details
Capitol Hill Day
We invite you to participate in IPA's Capitol Hill Day on Thursday, May 1, an essential opportunity to advocate for the continued growth of the alternative investments industry. During this event, we will meet with lawmakers to discuss critical issues such as tax policy, regulatory challenges, and the steps needed to ensure a thriving future for our sector.
IPA will provide transportation, ensuring a seamless experience as we work together to drive meaningful change. Participants will also have the chance to be part of a group photo and contribute to content that highlights our collective efforts.
Your involvement is crucial in shaping the policies that affect our industry’s success. We look forward to your participation in this important day of advocacy.
To join IPA's Capitol Hill Day, please make sure to register by Wednesday, April 23.
For questions, please contact IPA's Tracey Nilson at tnilson@ipa.com.
IPA will provide transportation, ensuring a seamless experience as we work together to drive meaningful change. Participants will also have the chance to be part of a group photo and contribute to content that highlights our collective efforts.
Your involvement is crucial in shaping the policies that affect our industry’s success. We look forward to your participation in this important day of advocacy.
To join IPA's Capitol Hill Day, please make sure to register by Wednesday, April 23.
For questions, please contact IPA's Tracey Nilson at tnilson@ipa.com.
Attending Firms
- Accretive Wealth Management
- Adams Street Partners
- Alston & Bird LLP
- Ameriprise Financial
- Apollo Global Management
- Ares Wealth Management Solutions
- Ashford Inc.
- Ashford Securities, LLC
- AssetMark
- Avantax Wealth Management
- Baker & McKenzie LLP
- Bank of America
- BGO
- BlackRock
- Blackstone
- Bluerock
- Broadridge Financial Solutions, Inc.
- Brookfield Oaktree Wealth Solutions
- Cabot Lodge Securities, LLC
- CAIS
- Cantor Fitzgerald
- Capital Investment Companies
- Capital Square
- Capright
- Carter Funds
- Cerulli Associates
- Cetera Financial Group
- Chauner Securities, Inc.
- CIM Group
- Clarion Partners
- CNL
- Commonwealth Financial Network
- Computershare
- Core Spaces
- Deloitte & Touche LLP
- DST Systems, Inc.
- DTCC - AIP
- Dynasty Financial Partners
- Eagle Point Credit Management LLC
- Edward Jones
- Elevate.Money, Inc.
- Emerson Equity, LLC
- Ernst & Young, LLP
- EY-Parthenon
- FactRight, LLC
- Fidelity
- Forum Investment Group
- FINRA
- Franklin Templeton Alternative Investments
- General Partner, Inc.
- Global Wealth Management LLC
- Goldman Sachs Asset Management
- Griffin Capital Company, LLC
- Groom Law Group
- Hartfield Financial & Insurance Services, Inc.
- Hightower Advisors
- Hines Securities, Inc.
- HPS Investment Partners, LLC
- I Squared Capital
- IBN Financial Services, Inc.
- iCapital
- Inland Real Estate Investment Corporation
- Integras Partners
- Integrity Financial Corporation
- Invesco
- InvestCloud
- Invicta Capital, LLC
- JLL Income Property Trust
- Kunzman & Bollinger, Inc.
- LaSalle Investment Management
- LPL Financial LLC
- Magnolia Private Wealth
- Mindful Wealth LLC
- Monroe Capital
- Morgan Stanley
- MSCI
- MSF Capital Advisors
- Nelson Mullins Riley & Scarborough LLP
- New York Life
- NexPoint
- Nobles & Richards, Inc.
- Nuveen
- Pinnacle Capital Group
- PitchBook
- RCM Investments
- Redbrick LMD, LLC
- Robert A. Stanger & Co., Inc.
- Sanctuary
- SEI Global Services, Inc
- Simons Financial Network
- Snyder Kearney, LLC
- SS&C Technologies, Inc.
- Stockbridge
- The Bowman Law Firm, LLC
- The Inland Real Estate Group
- The Strategic Financial Alliance
- Time Equities, Inc.
- Ultimus Fund Solutions, LLC
- United States Securities Exchange Commission
- VISTRA
- WealthForge
- WhiteStar Advisors
- Willis Johnson & Associates
- WisdomTree
- XA Investments
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 IPASummit 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 IPASummit?
What dining options are available at the hotel and in the local area?