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Rising Leaders Council

The IPA Rising Leaders Council is composed of dynamic and talented individuals who are deeply committed to shaping and advancing the PDI industry. This prestigious group is recognized as future leaders by their firms and the industry.

I am excited to create innovative real estate focused investment platforms to provide investors competitive returns and portfolio diversification

Gael RagonePresident, Carter Exchange Fund

I look forward to being a part of the increased innovation, education and awareness, so all clients are able to improve their portfolio outcomes with alternatives

Jodi FiserManaging Director, Head of National Accounts, LaSalle Investment Management

I’m excited to be a part of growing our industry towards full transparency of fees and investor returns, which will lead to greater adoption and use of alternative investments by financial professionals

Matt MayerDue Diligence Analyst, Berthel Fisher

I'm looking forward to working with regulators, industry participants, and key stakeholders to create new product types and enhance existing ones, for the benefit of investors and the industry as a whole

Erin Reeves McGinnisPartner, Nelson Mullins Riley & Scarborough LLP

I'm excited to continue to provide a source of credible perspectives and advice for wealth managers seeking access to alternative investments

Russell PutnamCo-President, Principal, FactRight, LLC

I look forward to being a part of a group that continues to increase transparency, and improve product structures to make portfolio diversifying investments more accessible to retail investors

Lauren RichardsVice President, Investment Product Research, Inland Securities Corporation

As a member of IPA’s Rising Leaders Council, I’m confident we will continue to make strides in creating more opportunities for individuals to access institutional quality commercial real estate to diversify their portfolios

Amber Wallner-IngramBlack Creek Group

I look forward to educating investors and industry participants about nontraditional investments to further advance the democratization of alternatives

Matthew PeurachMorris, Manning & Martin, LLP

I’m most excited about continuing to learn and grow within the alternative investment industry as we must be experts to add value and in turn lead, collaborate and advocate

Michelle MooreWaypoint Real Estate Investments

I’m looking forward to continuing to provide the education and resources to investors through technological advances and efficiencies

Brian RiveraSealy Investment Securities, LLC

2020 – 2022 Rising Leaders Council

Kimsey Bailey

Vice President
of Key Accounts,
CNL Financial Group

Michelle Barnett

Seyfarth Shaw LLP

Lynn Berger

SVP – Head of National Accounts,
Cantor Fitzgerald

Andrew Beyeler

Vice President,
Partner Solutions Group,
CIM Group

Brad Bracey

CNL Strategic Capital,

CNL Financial Group

Alex Cavalieri

Head of Marketing,
CION Investments

Brian Cho

Chief Compliance Officer,
Preferred Capital Securities

Mathew Dellorso


Dugan Fife

National Sales Mgr,
Hines Securities

Jodi Fiser

Managing Director,
Head of National Accounts,

LaSalle Investment Management

Stephen Hester, CFA

Director – Due Diligence,
Advisor Group

Whitson Huffman

Chief Strategy & Investment Officer,
Capital Square


Nati Kiferbaum

Senior Vice President,
Head of Investment Product Strategy, Inland Private Capital

Matthew Leiter

Trilogy Real Estate Group

Lindsey Magaro

Senior Associate,
Alston & Bird LLP

John Manley

Client Portfolio Manager,

Peter Matejcak

Baker & McKenzie LLP

Matt Mayer

Due Diligence Analyst,
Berthel Fisher

Erin Reeves McGinnis

Nelson Mullins Riley & Scarborough LLP

Michelle Moore

Vice President, Sales & Distribution,
EcoVest Capital, Inc.

Brooke Nunes

Vice President,
National Accounts,

Resolute Capital Partners

Mike O'Neil

Managing Director,
Robert A. Stanger & Co., Inc.

JP Parker

Goldman Sachs

Matthew Peurach

Morris, Manning & Martin, LLP

Russell Putnam

FactRight, LLC

Perrin Quarshie

Founder & CEO,

Gael Ragone

Carter Exchange Fund

Sheila Rapple

Managing Director,
Private Wealth Solutions,

Mary Katherine Rawls

Senior Associate,
Morrison & Foerster LLP

Vere Reynolds-Hale

Head of National Accounts,
Griffin Capital Securities

Lauren Richards

Vice President,
Investment Product Research,

Inland Securities Corporation

Brian Rivera

Executive Vice President,
Business Development
and National Accounts,
Sealy Investment Securities, LLC

Jennifer Rolfson

Vice President,
Global Alternative Product,

Amber Wallner-Ingram

Vice President,
Shareholder Operations,
Black Creek Group

Charlie Waterman

Executive Director,
Due Diligence, 

FS Investments

Daniel Wolfe

Snyder Kearney, LLC