For over 30 years, the Institute for Portfolio Alternatives (IPA) has raised awareness of portfolio diversifying investment (PDI) products among stakeholders and market participants, including investment professionals, policymakers, and the investing public. The IPA supports increased access to investment strategies with low correlation to the equity markets: lifecycle real estate investment trusts, net asset value REITs, business development companies, interval funds, and direct participation programs. IPA member firms support individual investor access to a wide variety of asset classes with low correlation to the traded securities markets and that have historically only been available to institutional investors. These investments remain a critical component of an effectively balanced investment portfolio and serve an essential capital formation function for national, state, and local economies. Through advocacy, data, research, and education, the IPA is committed to ensuring that all investors have access to real assets and the opportunity to diversify their investment portfolios effectively.
As the IPA transforms beyond a thought leadership association, it aims to inspire members to embrace the evolution of their businesses and help them innovate and grow. The IPA is building on its rich history to take on a more significant role in assisting its members with legislative and regulatory advocacy, technology, leadership, and operational advancement.
The President/CEO leads the association, working with its Board of Directors and staff to fulfill its vision and successfully execute multi-year strategies. S/he is the chief strategist who harnesses the power of industry knowledge, relationships, and networks to advance the IPA’s leadership role and meet ever-changing industry realities and needs.
The President/CEO provides visionary leadership that ensures an exceptional member experience. S/he cultivates innovation by championing and encouraging new ideas within the IPA and industry. S/he is results-driven and is dedicated to shared and measurable goals.
The President/CEO possesses a high level of business acumen and effectively generates resources for the association. S/he reports to the Board of Directors and ensures that all association business is conducted in accordance with IPA’s bylaws, policies, and procedures as set forth by the Board.