IPAVision 2021 Convenes Industry After a Tumultuous Year

Over 300 industry leaders joined us in Chicago to discuss the critical issues facing the alternative investments industry and be part of the industry’s evolution at IPAVision.

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Conference

Opening Reception

FULL PHOTO GALLERY

SESSION HIGHLIGHT

PDI Capital Markets Update

Kevin Gannon, Chairman and CEO, Robert A. Stanger and Co., Brandon Balkman, Managing Director of Orchard Securities/Mountain Dell Consulting and Michael Kell, Senior Vice President at iCapital Network, each provided a year-to-date market view and shared perspective on the forces that will shape the capital markets into 2022.

(Attendees: Email us to request a copy of these presentations)

SESSION HIGHLIGHT

IPA Strategic Planning Update

The IPA’s Megan Gavin, Anya Coverman, and Tony Chereso recapped the previous year – and laid out our association’s plans for defending the portfolio diversifying investments market in the coming year. Along with discussing the IPA’s go-forward strategy, the IPA celebrated its growing membership and continued support through the COVID-19 pandemic.

SESSION HIGHLIGHT

Board Chair / Chair-Elect Fireside Chat

The IPA’s Tony Chereso moderated a conversation with 2021 Chair-Elect Anne-Marie Vandenberg and 2021 Chair Leon Volchyok on the future of the industry and our association’s mission to bring the industry together to tackle critical education and advocacy efforts. Leon and Anne-Marie reflected on the pivotal role the IPA played during the pandemic, driving the industry forward.

KEYNOTE PRESENTATION

Get Big Things Done: The Power of Connectional Intelligence

IPAVision 2021’s keynote presentation from Erica Dhawan, an award-winning writer and coveted keynote speaker, focused on new ways of working and honing our individual as well as collective “Connectional Intelligence” to break down silos, combat communication overload and create an environment of ever-flourishing innovation.

Watch Erica in Action!

Digital Body Language Toolkit

STRATEGIC WORKING GROUPS

Product Modernization, The Evolution of Technology and Operations, Evolving Product Distribution, and Senior Executive Leadership

For the first time ever, IPAVision organized five working group sessions where members had the opportunity to network and collaborate on the following topics: Product Modernization, The Evolution of Technology and Operations, Evolving Product Distribution, and Senior Executive Leadership. Critical feedback from these working groups will be foundational to the IPA’s strategic planning initiative.

Afterwards, participants shared their learnings, takeaways, and action items in a discussion led by Ashford Securities’ C. Jay Steigerwald III, Concierge for Advisors’ Mark Petersen, Inland Securities Corporation’s Phil Graham, Phoenix American Financial Services’ Ned Montenecourt, Cantors’ Jay Frank, and Hana Solutions’ Joanna Venetech.

SESSION HIGHLIGHT

CEO / CIO Global Commercial Real Estate Insight

To begin the final day of IPAVision, guests heard from a panel of c-level commercial real estate leaders – including Manish Desai, Managing Director, Brookfield Capital Management, William Dioguardi, Chairman and CEO, Four Springs Capital Markets, Deric Eubanks, CFO, Ashford Inc., David Rupert, President, Griffin Capital Company, LLC., and Allan Swaringen, President and CEO, JLL Income Property Trust – on the latest trends in the commercial real estate market, such as the growing demand for single family rentals and life sciences properties.

SESSION HIGHLIGHT

Legislative and Regulatory Update

Doyle Bartlett, Managing Shareholder at GrayRobinson, Alice Connaughton, Partner at Morrison & Forrester LLP, Daniel Cullen, Partner at Baker & McKenzie LLP, Howard Hirsch, Chief Legal Officer at Morris Manning & Martin, LLP and Mark Quinn, Director of Regulatory Affairs at Cetera Financial Group, discussed the IPA’s advocacy priorities and activities in a conversation moderated by the IPA’s Anya Coverman. The group covered federal and state policy and regulatory issues, legal and tax compliance matters as well as the emergence of Environmental, Social and Governance standards.

IPA 2021 AWARD RECIPIENTS

The IPA Honors Members for their Exceptional Leadership and Dedication to the Advancement of Portfolio Diversifying Investments

IPA Honors Franks McCarthy with Ameriprise Financial with a Lifetime Achievement Award

IPA Recognizes Three Members with Outstanding Service Award

Outstanding Service Awards recognizes individual members who dedicate themselves to improving our industry for the benefit of all. This year, we recognize Dan Wagner, David Fisher and Jason Goode with this honor.

Dan Wagner
Senior Vice President of
Government Relations,
The Inland Real Estate Group, LLC

David Fisher
Managing Partner,
ExchangeRight

Jason Goode
Partner,
Alston & Bird LLP

IPAVISION 2021 PARTICIPATING 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
Nobles & Richards, Inc.
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