CONFERENCE RECAP

TORONTO

September 23-25, 2019

The Alternatives Future Is Now!

Thank you to everyone who participated in IPAVision 2019! Over three days in amazing Toronto, the IPA community came together to discuss the expanding market for portfolio diversifying investment products (PDIs). But more importantly, we embraced our industry’s increasingly critical role in securing the retirement income goals of everyday retail investors. And while there was broad recognition of the rapid advancements across the PDI landscape, we also tackled the process technology barriers, regulatory and legislative policy issues and data and research opportunities that remain in front of us. We hope all IPA members are inspired about the expansive future of the PDI industry!

A special thank you to our generous IPAVision event sponsors, Technology & Resource Lab participants and Due Diligence Symposium presenting sponsors, without whom the success of this conference is not possible!

IPAVision 2019: By the Numbers

400

Attendees from Across the PDI Community

120

PDI Industry Thought Leaders Speakers

80

Asset Management Firms Represented

56

Broker-Dealer/RIA Firms Represented

17

Due Diligence Symposium Presenting Sponsors

Photo Gallery Sponsored by:

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[envira-album id=”17764″]

Individual Stanley Cup Photos

View From Above:

A Member-Prescribed Strategic Direction for the IPA

Over the past year, the IPA has held an exhaustive dialogue with its members to establish a forward-thinking, foundational strategic plan with a singular mission: comprehensive support for the long-term growth of the PDI industry. 2019 IPA Chair Ella Neyland and Tony Chereso shared an overview of future opportunities for the IPA and discussed how our member-driven organization is positioning the PDI community for a thriving future. Four critical goals have been identified:

LEADERSHIP: Raise awareness and understanding of PDIs by serving as an authoritative source for industry performance, data and education.
ADVOCACY: Champion a regulatory environment that expands access to PDIs and advances transparency, innovation and efficiencies for the industry.
MEMBER VALUE: Deliver a personalized “IPA experience” that supports the full spectrum of companies and professionals who participate in the PDI marketplace.
ENGAGEMENT: Develop and maintain a robust leadership pipeline and increase member involvement in the IPA.

VIEW PRESENTATION

Ella Neyland and Tony Chereso welcome IPAVision 2019 attendees and discuss implementation of the IPA’s strategic plan.

The PDI Story: Investment Impacts for Retail Investors

Investor capital is rapidly accelerating into non-traded REITs, based on clearly demonstrated performance over the past few years. Investments in 1031/DST programs are approaching record levels in 2019, while the formation of new private placement funds continues recent growth trends. Stanger’s Kevin Gannon, Orchard Securities’ Taylor Garrett and AI Insight’s Mike Kell shared their latest data to illustrate the positive momentum that’s driving the PDI industry forward, including the following key takeaways:

Non-traded REIT capital raise projected at $10.0 billion by year-end 2019, up 117% vs. 2018
Stanger NAV REIT Total Return Index up 23% since June 2016
$2.2 billion in equity raised in 1031/DST programs to date in 2019, up 30.5% vs. 2018
114 new private placement funds to date in 2019, representing $6.15 billion target equity raise

VIEW PRESENTATION

IPAVision: General Sessions

Global View: An Examination of Global Real Estate Markets

(from left to right: Lara Rhame – FS Investments (moderating), Andrew Rich – Nuveen Real Estate, Brian Kim – Blackstone, Janice Walker – Hines Securities, Chase Bolding – Invesco Real Estate)

Build for the Future: What Distribution Partners Value in New Product Offerings

(from left to right: Mark Goldberg – Griffin Capital Securities (moderating), Sidney Browning – Integras Partners, Tyler Mattingly – Kalos Capital, Thayer Gallison – Ladenburg Thalmann Financial Services, Trisha Miller – R.A. Stanger & Co.)

Power in Action: How Firms are Implementing Diversity in Leadership Initiatives

(from left to right: Ella Neyland – Steadfast REITs (moderator), Steve DeAngelis – FS Investments, Deborah Froling – Kutak Rock, Kevin Shields – Griffin Capital Company, Anne-Marie Vandenberg – RREEF Property Trust)

Growth and Opportunity: The Expansion of Defined Contribution Access

(from left to right: Anne Marie-Vandenberg – RREEF Property Trust (moderator), Jeff Taylor – Black Creek Group, David Levine – Groom Law Group, Kevin Walsh – Groom Law Group, Allan Swaringen – JLL Income Property Trust)

Direct Access: Examining the IPA’s Regulatory Priorities

(from left to right: Anya Coverman – IPA (moderator), Mark Quinn – Cetera Financial Group, Jason Goode – Alston & Bird, Martin Dozier – Alston & Bird, Greg Mesack – Gray Robinson, Seth Hertlein – FS Investments)

Breakout Sessions

IPAVision 2019 featured nearly two dozen specialized breakout sessions that offered deep-dive education content relevant to the breadth of IPA membership. Thought leaders from across the industry provided expert opinions and insights on a range of timely topics, including: operations technology, public and private offerings, advisory platform management and investments in targeted real estate asset classes. We also hosted an exclusive New & Emerging Sponsors Workshop to highlight the intricate process of creating and distributing public and private offerings to retail investors. Thank you to all of our terrific panelists and moderators who offered their time and talents to lead these important conversations!

QOZs, REITs, BDCs, INTERVAL FUNDs

90

Industry Speakers

25

Breakout Sessions

Tech & Resource Lab

Industry Leading Technology on Display

The IPA would like to thank the following FinTech firms for providing a hands-on showcase
of the latest technology platforms fueling the expansion of PDI products.

Due Diligence Symposium

This year’s Due Diligence Symposium offered 17 presenting sponsors a unique platform to share comprehensive product updates and market insights in a convenient, information-based format with broker-dealer professionals and RIAs from across the industry. The symposium featured an examination of the expanding platforms of PDI asset managers, including critical analysis of Lifecycle and NAV REITs, BDCs, Interval Funds and Direct Participation Programs. Thank you to all of our presenting sponsors for your commitment to timely and consistent product education and support!