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.
PHOTO GALLERY SPONSORED BY
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)
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.
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.
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.Play Video
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.
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.
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.
Senior Vice President of
The Inland Real Estate Group, LLC
Alston & Bird LLP
IPAVISION 2021 PARTICIPATING FIRMS
ASSET MANAGERS | BROKER-DEALERS | RIAs | INDUSTRY PARTNERS | FINTECH
Accretive Wealth Management
Advantax Wealth Management
Advisory Group Equity Services. Ltd
Alternative Investment Exchange (AIX)
American Portfolios Financial Services Inc.
Anchor Advisory Services
Andalusian Wealth Management
AOG Wealth Management
APX Energy LLC
Arete Wealth Management LLC
Ashford Securities, LLC
Baker & McKenzie LLP
Berthel Fisher & Company Financial Services Inc.
Black Creek Group
Cabot Lodge Securities, LLC
Capital Innovations, LLC
Capital Square 1031
Carter Multifamily Fund Management Company LLC
Cavria Advisors, LLC
Cetera Financial Group
Clir Capital, LLC
Coastal Equities, Inc
Cobalt Capital Inc.
Colorado Financial Service Corporation
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.
Four Springs Capital Markets
FourStar Wealth Advisor
GCB Private Wealth
Georgetown University – Real Estate Investment Trusts
Great Lakes Fund Solutions, Inc.
Griffin Capital Securities LLC
GWG Holdings, Inc.
Hana Solutions LLC
Hartfield Financial & Insurance Services, Inc.
Hartman Income REIT
Hines Securities, Inc.
IHT Wealth Management
Independent Financial Group, LLC
Inland Securities Corporation
Inland Venture Partners
Invicta Capital, LLC
IPI Wealth Management
JLL Income Property Trust
Kalos Capital, Inc.
KBS Capital Markets Group
Landolt Securities, Inc.
LaSalle Investment Management
LaSalle St. Securities, LLC
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.
MoreGain Capital Group
Morris, Manning & Martin, LLP
Morrison & Foerster LLP
Mountain Dell Consulting
MSF Capital Advisors
Nelson Mullins Riley & Scarborough LLP
Nobles & Richards, Inc.
Pacific Oak Capital Markets
Peachtree Hotel Group
Phoenix American Financial Services, Inc.
Preferred Capital Securities
Proskauer Rose, LLP
Protected Investors Of America
Real Assets Advisor
Redbrick LMD, LLC
Rep Driven Results, LLC
Robert A. Stanger & Co., Inc.
Sandy Bay Partners
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
Synergy Wealth Management
The Bowman Law Firm, LLC
The DI Wire
The Entrust Group
The Strategic Financial Alliance
Triton Pacific Securities
Ultimus Fund Solutions
United Heavy Industry
U.S. Energy Development Corporation
Vestech Securities, Inc.
Wentworth Management Services LLC
WestPark Capital Securities