Privacy Policy

Information Collection

IPA collects information about you in the following ways:
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1. User-Provided Information:
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• Meeting Registration Forms: When you register for events through IPA, we ask for: First Name, Last Name, Title, Company, Telephone, Email, Business Address, Emergency Contact Name and Phone, Badge Name, and other related data such as meeting sessions, meals, and receptions you wish to attend. Additional data may be requested depending on the event.

• Membership Information: If you are a member, we collect firm level information (provided by a designated contact at the firm), including Company Name, Telephone, Business Address, Website, and other company demographics (i.e., industry type, AUM, CER, assets sold, etc.). Demographic questions are specific to our membership types (Asset Manager, Distribution Partner, Industry Partner). The firm may provide us with information on their affiliated employees or you may be directed by your firm to complete a member profile upon membership being confirmed.

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2. IPA Collected Information:

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• Device and Browser Information: When you visit the IPA website, your browser automatically sends certain data such as browser type, language preference, operating system, internet service provider, IP address, device identification number, geo-location data, and online browsing information like pages viewed, features used, and links clicked.

• Cookies and Web Beacons: We use cookies (small text files stored on your device) to improve your experience on our website. Web beacons are small images used to track the effectiveness of our website and emails.

• Tracking Tools: We use third-party tools such as Google Analytics, LinkedIn tracking pixels, and others to gather data on how visitors interact with our site.

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3. Information We Receive from Other Sources:
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• Third-Party Sources: We may receive information about you from other sources to improve our communications with you (Google Analytics, UTM codes, etc.).

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4. Filming and Photography
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Personal photos and videos are permitted in common public areas outside the sessions. The speakers and the Institute own program content and it may not be distributed without prior permission. Consequently, the distribution, duplication, or piracy of speaker and/or Institute materials and session content for profit is prohibited. Attendees who ignore this policy will be at risk of losing their badge credentials.

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Any requests for filming or photography in a session, regardless of purpose, must be submitted in writing at least seven business (7) days in advance of the meeting. These requests will be approved at the sole discretion of the Institute staff.

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The Institute reserves the right to record, photograph, use, and distribute (royalty-free, both now and in the future) any attendee's image, name, and voice in all forms and all media including, without limitation, photographs, electronic reproductions and transmission of images and audio files, webcasting, and any other uses on the internet for any and all lawful purposes. When registering for the offering, all attendees grant the Institute the right to use their name and likeness. If you do not want to be filmed/photographed on-site, tell the individual filming/photographing on-site.

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5. Media
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The “press” is defined as any media organization that regularly engages in journalistic reporting. Members of the press are not exempt from the Institute’s policies and must abide by all rules and regulations associated with the event.

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Press credentials must be requested in writing in advance of the event. If approved, journalists will receive appropriate credentials for specific needs. Violation or abuse of any policies will result in the reporter’s credentials being revoked and being banned from future Institute events.

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Approved journalists (reporters with press credentials from the Institute) may utilize recording devices. However, reporting may not interfere with any sessions. Recordings are for use by the reporter only for news stories and are not to be reproduced or distributed in any other way unless approved by the Institute staff.

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How the IPA Uses Your Information

We use the information we collect about you and your firm for the following purposes:

• To customize communications with you and provide personalized content, offers, and advertising.

• For administrative purposes such as assisting with registration, responding to inquiries, and providing event-related information.

• To improve our services through market research, trend analysis, and other operational activities.

• To display content on our website and social media channels, including stories and photos.

• To send promotional communications, surveys, and updates related to IPA.

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How Your Information Is Shared

We may share information about you in the following ways:

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• Event Sponsors: We share attendee lists with event sponsors, which may include names, titles, and companies. Attendee email addresses and mailing addresses will only be shared with consent.

• Service Providers: We work with third-party providers who perform services on our behalf (e.g., website management, communication services, and event organization). These companies are contractually required to protect your information and use it only for the purposes of providing services to IPA.

• Legal and Regulatory Purposes: We may share information with law enforcement or regulatory authorities when required by law or legal process.

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User Controls

• Unsubscribing from Communications: You can stop receiving marketing communications from us by contacting us at marcomm@ipa.com, by clicking the unsubscribe link in our communications, or selecting the opt-out option in your member profile.

• Cookies and Tracking Tools: You can control cookies through your browser settings. Note that disabling cookies may impact some of our website's features.

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Information Security

We implement technical, administrative, and physical security measures designed to protect your information from unauthorized access or disclosure. No security system can be guaranteed to be completely secure, and the IPA makes no representations or warranties regarding the security of any information transmitted to us via the internet.

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Third-Party Sites

Our website may contain links to third-party websites that are not operated by IPA. We are not responsible for the privacy practices of those websites, and we recommend you review their privacy statements.

Notice to European Residents – EU Specific Terms

This section outlines the legal basis for processing your personal information and your rights under the European General Data Protection Regulation (GDPR) for our European (GDPR).

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Legal Basis for Processing Your Information
We process your information based on the following legal bases:

• Consent: Where you have consented to the processing of your data.

• Contractual Necessity: Where processing is necessary to fulfill a contract with you.

• Legitimate Interests: Where processing is necessary for IPA’s legitimate interests.

• Legal Obligation: Where we are required to process your information by law.

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Transfers of Personal Information
If you are located within the European Union, by providing your personal information, you consent to its transfer and processing in the United States, where IPA is based. We will take appropriate steps to ensure your data is handled securely and in accordance with applicable data protection laws.

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Your Rights Under the GDPR
You have the right to request access to, correction, erasure, or restriction of the processing of your personal data. You can also object to processing or request data portability. To exercise these rights, please contact us at marcomm@ipa.com.

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How Long We Keep Your Personal Information
We will retain your personal data only for as long as necessary to fulfill the purposes for which it was collected, unless a longer retention period is required or permitted by law.

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Consumer Rights Under the CCPA/CPRA

California residents’ data is processed and protected according to the aforementioned policy. California residents have the right to:

• Know what personal data is collected and how it’s used

• Access their personal data

• Delete their data

• Correct inaccurate personal data

• Opt out of the sale or sharing of personal data

• Limit the use of sensitive personal information (if applicable)

• Not be discriminated against for exercising privacy rights

To exercise these rights, please contact us at marcomm@ipa.com.

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Contact

If you have any questions or comments about this Privacy Statement or if you would like to update your information, please contact us at:

• Phone: 202-626-2723

• Email: marcomm@ipa.com

• Mailing Address:
  Institute for Portfolio Alternatives
  1455 Pennsylvania Avenue, NW, Suite 400
  Washington, D.C. 20004