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SEPT 27-30, 2021


The Industry Event Of The Year

Amidst a fundamental shift from defined benefit to defined contribution plans, investment advisers and their clients increasingly are looking to Portfolio Diversifying Investment strategies for retirement income solutions.  Direct Participation Programs – including 1031/DSTs, Reg. D offerings, private debt offerings and energy programs – have seen an explosion of new demand. Interval Funds continue to gain traction.  REITs and BDCs are expanding into new distribution channels.  Join other industry leaders at IPAVision 2021 where we’ll shape the discussion on critical issues and innovative solutions that continue to drive the expansion of the PDI industry. 


Who Should Attend?

  • Sponsors
  • Broker-Dealers
  • RIAs
  • 3rd Party Due Diligence
  • Associate Members

Registration Fee:

  • Member: $999
  • Non-Member: $2,500
  • Broker-Dealer/RIAs  – Complimentary (Please see travel policy. Multiple sponsors have agreed to cover the costs of registration, hotel and flight arrangements as a bona fide due diligence expense.)


This renovated, urban Downtown Chicago hotel featuring a new rooftop bar, modern design, luxury amenities,  scenic river views and easy access to nearby attractions, offers an energizing meeting and hotel experience for our attendees.

Renaissance Chicago Downtown Hotel

1 West Upper Wacker Drive
Chicago, IL 60601

IPA has implemented a new policy for our broker-dealer / RIA attendees.
Please click here to review the new polices before making any hotel accommodations. 


  • Engage with leading broker-dealers, RIAs, sponsors and regulators
  • Dedicated social opportunities to network with industry leaders
  • Interactive working groups designed to share and implement best practices
  • Committee collaboration for like-minded industry executives and professionals


  • Due diligence symposium for broker-dealers and RIAs
  • Learning Lab breakout sessions on Technology, Leadership and Innovation
  • Real-time updates on industry market conditions
  • Regulatory and legislative advocacy briefing



Evolving PDI Strategies

PDIs continue to evolve and provide unique exposure to augment client portfolios. We’ll explore the latest trends across a variety of product types.

Sessions Include:

  1. The Effective Use of Perpetual Life REIT Offerings
  2. Accessing Credit Offerings through Portfolio Diversifying Investments
  3. A Closer Look at Real Estate in A Closed-End Fund Structure
  4. Making the Grade with Reg. A Offerings

New Distribution Channels, New Opportunities

PDIs have expanded outside of the Independent Broker-Dealer channel and clients have new opportunities to access alternative investments. This track takes a comprehensive look at the future of product distribution.
Sessions Include:
  1. Continued Evolution of the Corporate RIA Platforms of Traditional Broker-Dealers
  2. How Technology Is Aiding Distribution of PDIs through Efficient Client Onboarding and Reporting Capabilities
  3. The Burgeoning Use of PDIs at Wirehouses
  4. How Independent RIAs are Expanding PDI Use

Expanding Strategies of Direct Participation Programs

This track will explore the expanding use of Direct Participation Programs, how firms are transitioning to private offerings, how 1031s are seeing increased demand and the growth of asset classes that are becoming increasingly available to clients.

Sessions Include:

  1. The Tax Advantaged Investment Opportunity of 1031 Exchanges
  2. Seed Capital: How Firms are Leveraging Private Offerings for a More Effective Public Filing
  3. The Unique Opportunity Provided by Conservation Easements
  4. New Opportunities in Energy Investing

Qualified Opportunity Zones and the Growth of Tax Advantaged Investments

Qualified Opportunity Zones were added to the tax code through the Tax Cuts and Jobs Act on December 22, 2017. This track uncovers a valuable new investment opportunity, which is expected to have significant positive impacts in economically-distressed communities across the country.

Sessions Include:

  1. The Basics of Qualified Opportunity Zones
  2. How Qualified Opportunity Zone Managers are Developing Their Investment Thesis
  3. Effective Due Diligence for Qualified Opportunity Zone Investments
  4. Point of Sale Considerations for Qualified Opportunity Zone Funds