Over three days in Toronto, attendees at IPAVision 2019 will showcase the future of portfolio diversifying investments. Leading asset managers, broker-dealers, RIAs and industry business partners from across the PDI industry will deliver actionable insights to give you great ideas – and help you turn them into a competitive advantage. And you won’t want to miss Toronto’s amazing mix of contemporary trends and culture, blended with world-class innovation and creativity. Make your impact at IPAVision 2019!
Welcome to Toronto
Nothing beats the vibrancy of Canada’s Downtown. Experience the best of modern Canadian diversity and inclusiveness with big-ticket events, top attractions, restaurants, music, architecture, and more. Get inspired by Toronto’s mix of contemporary trends and culture, blended with consistent innovation and creativity. With 2 international airports that fly in over 1,100 daily flights from 66 airlines daily, it’s conveniently less than 90 minutes away for over 100 million Americans. And the biggest charm? No matter the time of year, Toronto wears all seasons fabulously. You’re in for an unforgettable experience in a captivating destination.
Experience Toronto
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4th Largest City in North America
Top 50 Places to Travel in 2019
– Travel & Leisure
Top City to Live, Work, and Play
– The Economist
Only at IPAVision
- The IPA Vision: 2020 and Beyond
- Stanger Market Update
- Advocacy Action: The Future of Regulation Best Interest
- PDIs For All! Industry Expansion and New Opportunity
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IPAVision: Leading The Conversation
FULL AGENDA
IPAVision TOPICS
PDI Product Education
The IPAVision Due Diligence Symposium is a unique opportunity to leverage the insights of key executives from several product sponsors in a convenient, information-based format.
QOZs, REITs, BDCs, INTERVAL FUNDs
100
Broker-Dealer / RIA Attendees
17
Presenting Sponsors
2019 PRESENTING SPONSORS
NEW IN 2019
Tech Lab
Experience Industry Leading Technology
The IPA Tech Lab is a unique, hands-on showcase of the latest technology platforms fueling the expansion of PDI products. FinTech firms will demonstrate how their products and services are leveraging technology to solve some of the industry’s most challenging problems. Stop by to see the innovative ways your firm can be more effective in the PDI future!
Visit the Following FinTech Firms Who Are Bringing Innovation to the PDI industry:
Fairmont Royal York - Toronto’s Landmark Hotel
100 Front Street West
Toronto, Ontario
M5J 1E3
Reservations: Call 1-800-441-1414 (Limited Availability / IPA Room Block No longer Available)
Make your impact at IPAVision 2019!
Member: $999
Non-Member: $2,500
Distribution Partners
(Broker-Dealer/RIAs): Complimentary
Please see travel policy below. Multiple sponsors have agreed to cover the costs of registration, hotel and flight as a bona fide due diligence expense.
REGISTER NOW!THANK YOU TO OUR EVENT SPONSORS
TRAVEL POLICY (Broker-Dealer and RIA Attendees Only):
Distribution Partners (Broker-Dealers / RIAs) are complimentary to attend, and qualify for complimentary hotel rooming and transportation related expenses up to $500 applicable to air, train or car travel for up to two individuals per firm. The IPA will cover a maximum of three rooming nights based on qualified event attendance per person. You will be notified by IPA Staff if more than two representatives have registered from the same firm.
Transportation:
Within 48 hours of submitting this contract you will receive information on how to book your travel. The IPA will cover up to $500 in flight cost. Should a flight exceed this amount, the IPA is notified for approval and may supply you with other flight options.
Hotel Rooming Policy:
The IPA will be providing the Fairmont Royal York Hotel with a rooming list based on this completed form. Charges will only be incurred for incidentals, additional rooming beyond three nights or if you do not show up/cancel your room. Your room must be cancelled 72 hours prior to your arrival date for no charge to be incurred. If you must cancel, please notify Tracy Mesterharm at 202-548-7188.
** IMPORTANT ** Hotel, airfare, and similar charges are paid for by IPA Sponsors as part of a qualified due diligence event, based on the understanding that registrants will attend all event sessions and other activities as may be specified. The IPA reserves the right to instead charge these amounts, or a portion thereof, to the credit card of any registrant who does not adhere to announced attendance requirements. It is the IPA’s expectation that attendees will participate in a majority of the event sessions. Please note you will be contacted prior to any amounts being charged.
IPAVision – Attendance Requirements:
• Monday, September 23, 2019 – 9 a.m. ET – 9:30 p.m. ET – please plan to arrive no later than 8 a.m. ET if arriving on Monday.
• Tuesday, September 24, 2019 – 7:00 a.m ET – 9:30 p.m. ET
• Wednesday, September 25, 2019 – 7:00 a.m. ET – 3:00 p.m. ET – please plan to depart no earlier than 6 p.m. ET if flying out on the 25th.
Uniform Policy Concerning Outside Events to be held during IPA Conferences:
- Non-IPA sponsored events are not allowed during any IPA Conference Sessions or Events.
- Non-IPA events can be scheduled after an IPA event or session ends.
- One of the purposes of our conferences is to provide opportunities for meaningful networking to occur. By prohibiting members from monopolizing large groups of participants at Non-IPA sponsored events, we hope to encourage, not
limit, the interaction between members. - No room drops are allowed at IPA Conferences