Industry Trends Redefining Our Future

Join us for an illuminating session as we analyze the latest findings and emerging trends from a comprehensive survey conducted by highly regarded industry veteran, Mark Goldberg. In this presentation, Mark will shed light on the challenges and opportunities faced by institutions in today’s evolving alternatives investment landscape, present key insights from his cutting-edge survey and explore emerging market dynamics. As the alternatives industry undergoes unprecedented changes, staying abreast of emerging patterns and customer preferences has never been more critical. During this session, Mark will expound upon the initial survey results that he presented at IPA Summit in DC, providing additional data, fresh insights and observations to today’s market trends.

“Fundraising for non-traded alternative investments totaled $61.8 billion in the first half of 2022, on track for a breakthrough year.”
Kevin GannonCEO & Chairman at Robert A. Stanger & Company, Inc

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Alts Talk: Distribution Partner’s Perspective

Join us for an engaging session where you will have the exclusive opportunity to hear directly from esteemed leaders in the alternative investments industry. Building upon the enormously popular session at IPA Summit, this follow-up discussion will feature the heads of alternative investments at the industry’s top distribution partner firms. You will gain a deeper understanding of the decision-making processes that drive these leaders, and discover the latest alternative products they are observing and actively pursuing, as well as their assessment of emerging trends and market dynamics. With a combined total asset value of nearly $4 trillion and representing a network of more than 60,000 financial advisors, these expert panelists are well-positioned to share their perspectives on the trajectory of the financial services industry and the integral role that alternatives will play in its growth.

“We have seen a lot of resilience, and real asset investing needs to be reconsidered. This is not your same old brick-and-mortar allocation anymore, there are so many new ways to diversify.”
Lara RhameChief U.S. Economist and Managing Director, FS Investments

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Behind the Data: Exploring Capital Markets, Fundraising and Performance in 2023 and Beyond

Gain a deeper understanding of the trends influencing the alternative investment landscape as distinguished industry experts delve into the latest data, examining the underlying factors driving the numbers in the alternative investments industry. In this comprehensive session, leaders will discuss fundraising and performance of alternative investments this year as well as emerging strategies, providing in-depth analysis of market trends in private real estate, private credit, and other real assets, including REITs, BDCs, interval and tender offer funds, private equity, Opportunity Zones and 1031/DST programs. By sharing their insights, our speakers will provide valuable perspectives on the industry’s overall outlook and projections for the remainder of this year and 2024.

“Fundraising for non-traded alternative investments totaled $61.8 billion in the first half of 2022, on track for a breakthrough year.”
Kevin GannonCEO & Chairman at Robert A. Stanger & Company, Inc

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Keynote Presentation: Greg Davies, Head of Behavioural Finance, Oxford Risk

Greg will highlight the role behavioral finance plays in raising more capital by addressing the inherent human biases and emotional factors that influence investment decisions. While traditional finance models assume rational behavior, in reality, investors often make decisions based on emotions. What comforts, fascinates, or animates one investor with confidence may concern, frustrate or confuse another.
In his presentation, Greg will detail how understanding cognitive biases and incorporating investors’ behavior patterns into financial strategies can help businesses and financial professionals personalize communications to appeal to individual investor sentiments, improve decision-making, and navigate markets more effectively for growth and innovation. He will discuss how a combination of data analytics, behavioral design and technology to hyper-personalize communication, engagement and just-in-time education in decision-support systems offers far more potential to improve investment decisions, and in a far more cost-effective and scalable way.

“We have seen a lot of resilience, and real asset investing needs to be reconsidered. This is not your same old brick-and-mortar allocation anymore, there are so many new ways to diversify.”
Lara RhameChief U.S. Economist and Managing Director, FS Investments

SESSION HIGHLIGHT

Smart Money: AI (Artificial Intelligence) and the Future of AI (Alternative Investments)

AI (Artificial Intelligence) has transitioned from being a term primarily discussed within IT departments to becoming a part of our daily lives. With advancements in AI technology, various applications have emerged within the financial sector and are evolving rapidly. From sophisticated AI algorithms used by financial firms and robo-advisors to ChatGPT’s conversational abilities, AI is capable of analyzing vast amounts of financial data and providing valuable insights into investment trends, risks, and opportunities. This gives investors the unique ability to make more informed decisions and navigate the complex landscape of alternative investments. Panelists will explore the impact of AI on the alternative investments industry and look at how it can be harnessed as an opportunity tool. By exploring the intersection of AI and the alternative investments industry, this discussion will shed light on the transformative potential of AI. Attendees will gain a clearer understanding of how AI can revolutionize investment practices, enhance decision-making processes, and unlock new opportunities within the industry.

“Fundraising for non-traded alternative investments totaled $61.8 billion in the first half of 2022, on track for a breakthrough year.”
Kevin GannonCEO & Chairman at Robert A. Stanger & Company, Inc

IPA 2023 LIFE TIME, OUTSTANDING SERVICE AWARD RECIPIENTS

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

IPA Recognizes Five Members with Outstanding Service Award

Following a jampacked day, the IPA recognized five leaders in our industry for their outstanding service to the IPA. Honorees who received the Outstanding Service Award included Ali Connaughton, Partner at Morrison & Foerster LLP, Mark Quinn, Director of Regulatory Affairs at Cetera Financial Group, Chris Blanchard, Vice President of Alternative Investments at Fidelity Investments, Taylor Garrett, President at Orchard Securities and Mountain Dell Consulting, and Mike Kell, Senior Vice President of Education Strategy and Programs at iCapital. The IPA want to extend a sincere thank you for their incredible dedication to our industry!

Chris Blanchard
Senior Director
Fidelity Investments

Ali Connaughton
Partner,
Morrison & Foerster LLP

Taylor Garrett
President, Orchard Securities,
LLC, Managing Director,
Mountain Dell Consulting

Mike Kell
Senior Vice President,
Education Strategy
and Programs,
iCapital

Mark Quinn
Director of Regulatory Affairs,
Cetera Financial Group

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RIA Speaks: Bringing to View the Insights of Unique RIAs, RIA Aggregators, and Family Offices

The IPA is thrilled to present RIA Speaks, an unprecedented industry event that brings together a diverse group of respected RIAs, RIA aggregators, and family offices. This exclusive gathering offers a rare opportunity to hear directly from key players in this distinctive distribution channel, representing a wide range of firms. During the discussion, you will gain unique insights into the concerns, preferences, and idiosyncrasies of these industry-leading RIAs. Panelists will offer firsthand accounts of their approach to advising clients and their perspectives on both mainstream and alternative investment products, including working with retail and institutional clients. Join us for RIA Speaks at IPAVision to expand your knowledge, forge meaningful connections, and stay informed in this rapidly evolving distribution channel.

“We have seen a lot of resilience, and real asset investing needs to be reconsidered. This is not your same old brick-and-mortar allocation anymore, there are so many new ways to diversify.”
Lara RhameChief U.S. Economist and Managing Director, FS Investments