Join us for a dynamic session moderated by Mark Goldberg and featuring leading distribution partners who participated in the recent AltsLeaders Survey. This interactive panel discussion will delve into their real-time feedback on current industry trends, the types of products and strategies they are seeking, and the key challenges they encounter when reviewing offerings and working with managers. Gain insight into how market and economic conditions are shaping their perspectives and decision-making processes. Building on the insights from last year’s popular session, this discussion will provide a deeper understanding of how to effectively engage and collaborate with this crucial segment of our industry. Hear directly from these expert panelists as they share their vision on the future of financial services and the pivotal role alternative investments will play in its growth.

Dive into the future of education for alternative investments in this insightful breakout session. This discussion will cover the essential types of education needed to empower advisors and investors, focusing on asset allocation strategies and the integration of alternatives into retail client portfolios. Panelists will explore how institutional managers and investors approach education, data, and research, and how these insights can be leveraged by the private wealth channel. The session will also reflect on the progress made in educating the industry about alternative investments and identify the gaps that still exist. Attendees will gain a comprehensive understanding of the educational advancements required to make illiquid, non-traded alternatives a staple in investment portfolios, fostering meaningful growth and informed decision-making in the alternative investment landscape.

IPAVision’s Broker-Dealer Roundtable is a forum bringing together executives from across the broker-dealer community to discuss and explore key industry trends and challenges. This closed-door meeting focuses on the alternative investment landscape, addressing issues broker-dealers face and discussing strategies to stay ahead in the changing market environment. Participants will engage in candid conversations about business, operational, regulatory, and legal aspects, examining effective integration and utilization of alternative investments.

At IPAVision’s Tax Policy Advisory Roundtable, industry experts gather to share crucial updates on the complex and evolving tax policy issues and compliance regimes facing today’s firms. This session will feature deep dive discussions on hot topics, tax challenges, and audit initiatives specific to the alternative investment industry, including the commercial real estate and private credit sectors. Participants will actively engage in addressing the tax and accounting challenges that define the current landscape, and leave attendees equipped with the latest insights and strategies to effectively navigate these complexities.

Join us for an insightful keynote session with Jim Ellis of The Ellis Insight and a seasoned veteran in political and legislative affairs. For some eight years, Jim distributed his daily political columns through the Performance Results International Strategic Management firm (PRIsm), where he was a Senior Consultant. Now he hosts these columns on his own platform, The Ellis Insight, providing expanded electoral analysis and a combined dimension of political and public affairs information. With one of the most unique and exciting elections in American history already underway, this keynote will delve into the current political and policy landscape, offering perspectives on the upcoming Presidential and Congressional elections and their potential economic ramifications and implications for financial services and capital markets. Gain invaluable insights into how political and legislative risks are managed at the highest levels and what the future might hold for the industry.

In a rapidly evolving alternative investment industry, artificial intelligence (AI) is reshaping investment strategies, decision-making, and operational efficiency. AI-driven tools allow for real-time data analysis, uncovering hidden trends and reducing human error, while also enhancing risk assessment and customization of portfolios. Oren Michaely, Director of AI at Motive Partners, brings a unique perspective to this transformation with his deep experience in military and Microsoft intelligence. His expertise in working with complex data environments and leveraging cutting-edge technology makes him a key voice in understanding how AI can drive innovation in financial services. As alternative investments continue to grow, Michaely’s insights into the latest AI trends, opportunities for growth, and the challenges of adoption will provide valuable foresight for industry professionals looking to stay ahead of the curve.
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