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SEPTEMBER 27-29, 2021

CHICAGO

Architecture and Evolution of
Portfolio Diversifying Investments

Join the IPA and industry leaders as we convene after an unprecedented year to discuss wide-ranging issues on the growth, recovery and the continued access and expansion of the portfolio diversifying industry and its unique investor benefits.

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As we experience the amazing architecture of the city of Chicago and its evolution, IPAVision 2021 will give us the opportunity to explore the evolution of our industry and the value it provides to investors, advisors and managers.

Mark PetersenConcierge for Advisors, Inc.
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IPAVision is one of the few must-attend events in our industry. Look forward to being back in Chicago with everyone, and I’m excited to experience the new format and all the networking opportunities!

Angela BarbaraNexPoint
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The practice of leveraging portfolio alternatives to increase diversification is gaining momentum daily and attending IPAVision will give you the opportunity to network with key strategic industry participants that will drive this market transformation over the next few years.

Chris ShawSS&C Technologies
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We are very excited to add working groups to IPAVision in 2021, as it will enable all IPA members not only to engage and collaborate with each other on key topics related to PDIs, but also ultimately share these conversations and drive progress in this evolving space.

Joanna VenetchHana Solutions, LLC
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IPAVision provides our industry with an opportunity to discuss timely, relevant, and important issues that will shape the future of alternative investment manufacturing and distribution. It brings together thought leaders across the spectrum of members with a focus on integrity and innovation.

Phil GrahamInland Securities Corporation
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Identifying the key themes in our industry and anticipating challenges and solutions to lead to continued growth and development.

Joey RothProspect Capital Management

HEALTH & SAFETY GUIDELINES

Your safety and comfort are our TOP PRIORITY, so rest assured we are doing everything we can to facilitate an event that will enrich you professionally and keep you safe. Health and safety guidelines continue to evolve but working with state and local officials and leadership at the conference venue (the Renaissance Hotel), we are prepared to safely host our flagship event. The good news is the city of Chicago is allowing events to run with no mandated capacity restrictions and or social distancing requirements although face coverings or masks are required indoors.

Beyond the required safety measures, the following protocols will be in place for your safety and peace of mind:

  • All attendees are encouraged to be fully vaccinated
  • Increased deep cleaning including frequent disinfecting of all high-touch items (i.e. elevator buttons and escalator handrails, etc.)
  • Hand sanitizer stations added throughout the hotel
  • Social and physical distancing practices
  • COVID safe catering – redesigned food and beverage station set-ups
  • Upon registration, anyone showing symptoms or feeling unwell will be directed not to attend the conference
  • All registrants who experience symptoms associated with COVID-19 while attending IPAVision are required to immediately discontinue their participation and are encouraged to notify IPA staff and seek medical care

Before leaving home:

  • All registrants are encouraged to familiarize themselves with and comply with all COVID-19-related guidance provided by the State of Illinois and City of Chicago
  • Registrants who feel sick, who have tested positive for COVID-19 within 10 days of IPAVision 2021 (even if still asymptomatic), or who have been in close contact with anyone who has COVID-19 within 14 days of the Conference should stay home. Registrants who cancel their meeting registration for any of these reasons will receive a full refund of any registration fees paid.

REGISTRATION

IPA MEMBERS / NON-MEMBERS

GENERAL SESSIONS / NETWORKING

IPA Members: $999

Non-Members: $2,500

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BROKER-DEALERS / RIAs ONLY

INCLUDES DUE DILIGENCE SYMPOSIUM

Broker-Dealer/RIAs:

Complimentary

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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.

HOTEL / LOCATION

Renaissance Chicago Downtown Hotel

1 West Upper Wacker Drive
Chicago, IL 60601

*Reservation information provided in registration confirmation email.

WHY ATTEND

ASSET MANAGERS  |  BROKER-DEALERS  |  RIAs  |  INDUSTRY PARTNERS  |  FINTECH

Market Insights

Hear the latest updates from industry thought-leaders on the current state of the market and economy, and the implications for the alternative investments industry moving forward.

Networking Opportunities

IPAVision provides opportunities to showcase your firm and highlight your products and services and expand your business contacts through personal networking with industry leaders.

Latest Products and Strategies

Catch up on recent product innovations and strategies that are leading the industry into the future through investor-friendly characteristics designed to create better outcomes for all stakeholders.

Industry Regulation and Government Relations

Hear from top regulatory officials from the SEC, FINRA and NASAA on a range of priority issues impacting the industry.

IPAVISION 2021 ATTENDING FIRMS

ASSET MANAGERS  |  BROKER-DEALERS  |  RIAs  |  INDUSTRY PARTNERS  |  FINTECH

2B Communications
Accretive Wealth Management
Advantax Wealth Management
Advisor Group
Advisory Group Equity Services. Ltd
Alternative Investment Exchange (AIX)
Altigo
American Portfolios Financial Services Inc.
Anchor Advisory Services
Andalusian Wealth Management
AOG Wealth Management
APX Energy LLC
Arkadios Capital
Arete Wealth Management LLC
Ashford Securities, LLC
Baker & McKenzie LLP
Barrings LLC
Berthel Fisher & Company Financial Services Inc.
Blackstone
Black Creek Group
Bluerock
Brookfield
Bourbon Financial
Broadridge
Cabot Lodge Securities, LLC
Cadre
CAIS
Cantor Fitzgerald
Capital Innovations, LLC
Capital Square 1031
CapStack Partners
Carter Exchange
Carter Funds
Carter Multifamily Fund Management Company LLC
Cavria Advisors, LLC
Cetera Financial Group
CIM Group
CION Investments
Clir Capital, LLC
CNL
Coastal Equities, Inc
Cobalt Capital Inc.
Colorado Financial Service Corporation
Computershare
Concorde Investment Services, LLC
Conversus, a StepStone Company
Cottonwood Communities, Inc.
Cottonwood Residential, Inc.
Crescent Securities Group, Inc.
DAI Securities, LLC
Destra Capital Investments LLC
DWS RREEF Property Trust
EcoVest Capital, Inc.
Edelman
ExchangeRight
FactRight, LLC
Fidelity Investments
Four Springs Capital Markets
FourStar Wealth Advisor
Franklin Templeton
FS Investments
GCB Private Wealth
Georgetown University – Real Estate Investment Trusts
GrayRobinson, P.A.
Great Lakes Fund Solutions, Inc.
Greenbacker Capital
Griffin Capital Securities LLC
GWG Holdings, Inc.
Hana Solutions LLC
Hartfield Financial & Insurance Services, Inc.
Hartman Income REIT
Hillson Consulting
Hines Securities, Inc.
iCapital Network
IHT Wealth Management
Independent Financial Group, LLC
Inland Securities Corporation
Inland Venture Partners
Integras Partners
Invicta Capital, LLC
Invesco
IPI Wealth Management
JLL Income Property Trust
Kalos Capital, Inc.
KBS Capital Markets Group
Legendary Capital
Landolt Securities, Inc.
LaSalle Investment Management
LaSalle St. Securities, LLC
Legendary Capital
Lemon8Creative
LifeMark Securities
Lincoln Financial Network
Lonsdale Investment Technology (LIT)
MCI – Megatel Capital Investments
MDS Energy Development, LLC
Mediant Communications, LLC
Megatel Capital Investment
Mick Law P.C.
Money Concepts
MoreGain Capital Group
Morris, Manning & Martin, LLP
Morrison & Foerster LLP
Mountain Dell Consulting
MSF Capital Advisors
Nelson Mullins Riley & Scarborough LLP
NexPoint
NI Advisor
Nuview Trust
Nuveen
Orchard Securities
Owl Rock
Pacific Oak Capital Markets
Peachtree Hotel Group
Phoenix American Financial Services, Inc.
Preferred Capital Securities
Proskauer Rose, LLP
Protected Investors Of America
Quiver Financial
RCM Investments
Real Assets Advisor
RealBlocks
Redbrick LMD, LLC
REIT Academy
Regal Securities
Rep Driven Results, LLC
Robert A. Stanger & Co., Inc.
Sandy Bay Partners
Sanctuary Wealth
SC Distributors, LLC
Sealy & Company
Sealy Investment Securities, LLC
Skyway Capital Markets
SmartStop Self Storage
Snyder Kearney, LLC
Strategic Blueprint, LLC
Strategic Capital Fund Management
Strategic Data Center Fund Manager, LLC
Strategic Wireless Infrastructure Funds Management, LLC
Stroock & Stroock & Lavan LLP
SS&C Technologies
SW Financial
Synergy Wealth Management
The Bowman Law Firm, LLC
The DI Wire
The Entrust Group
The Strategic Financial Alliance
Titan Securities
Triton Pacific Securities
Ultimus Fund Solutions
UMB
United Heavy Industry
Urban Catalyst
U.S. Energy Development Corporation
Venture co.
Vestech Securities, Inc.
Wealthforge
Wentworth Management Services LLC
WestPark Capital Securities
WIS
XA Investments

(Please check back regularly for updates.)

KEYNOTE SPEAKER

Erica Dhawan

Award Winning Keynote Speaker & Author

Erica Dhawan is an internationally recognized leading authority, speaker and advisor on 21st century teamwork, collaboration and innovation. Named by Thinkers50 as the “Oprah of Management Thinkers”, she is the author of two books Get Big Things Done: The Power of Connectional Intelligence and Digital Body Language: How to Build Trust and Connection, No Matter the Distance. It’s 2021, the world of business is increasingly digital and work practices have changed at a blistering rate. Erica shares innovative strategies to unlock the collective power of teams, build a culture of trust across any distance and create authentic engagement to ensure competitiveness. Rated #1 on the Top Women Keynote Speakers of 2020 and featured as one of the management thinkers most likely to shape the future of business, Erica frequently appears in Harvard Business Review, Fast Company, and Wall Street Journal.

Erica speaks on global stages ranging from the World Economic Forum at Davos to TEDx and for companies such as Coca-Cola, FedEx, Goldman Sachs, Walmart, SAP, and Cisco. She has degrees from Harvard University, MIT Sloan, and The Wharton School.

Play Video Watch Erica in Action!

Sponsored By:

“The Oprah of Management Ideas”

– Thinkers50

“#1 Woman Keynote Speaker”

– RealLeaders

“Internationally Recognized Top 20 Management Expert”

– Global Gurus

DUE DILIGENCE
PRESENTING SPONSORS

2021 EVENT SPONSORS

PLATINUM
GOLD
SILVER
BRONZE

TABLETOP EXHIBITS

client

MEDIA SPONSORS

TRAVEL POLICY (Distribution Partner Attendees):

BDs/RIAs are complimentary to attend as well as qualify for complimentary hotel rooming and transportation related expenses up to $500 applicable to air, train or car travel for up to 2 individuals per firm. IPA will cover a maximum of 2 rooming nights based on qualified event attendance per person. You will be notified by IPA Staff if more than 2 representatives has registered from the same firm.

Transportation:
IPA will cover up to $500 in travel costs. Travel should be booked by the individual. IPA will process reimbursements after your attendance has been confirmed after the event.
Note: If traveling by air, travel reimbursement will be based on Main Cabin travel only.

Hotel Rooming Policy: PLEASE DO NOT BOOK YOUR HOTEL DIRECTLY
IPA will be providing the hotel with a rooming list. You do not need to book your own room. Charges will only be incurred for incidentals, additional rooming beyond two days 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 Sponsor members 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. IPA reserves the right to no refund amounts, or a portion thereof, 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.

** Attendance Requirements:

  • Monday, September, 27, 2021 – Noon p.m. – 7:30 p.m. CT
  • Tuesday, September 28, 2021 – 7:30 a.m. – 7:00 p.m. CT
  • Wednesday, September 29, 2021 – 7:45 a.m. – 3:30 p.m. CT