IPASummit 2022, the industry's premier advocacy event, brought together global and boutique assets managers, financial intermediaries, and industry professionals to network, share ideas, and hear the latest legislative and regulatory insights.
IPASUMMIT 2022 ATTENDING FIRMS
Accretive Wealth Management
Advanced Investments, Ltd.
Advisory Group Equity Services. Ltd
Aeon Capital, Inc.
Alliance Global Partners
Alston & Bird LLP
Alternative Investment Exchange (AIX)
AOG Wealth Management
Arete Wealth Advisors
Arete Wealth Management LLC
Arvest Wealth Management
Ashford Hospitality Trust
Ashford Securities, LLC
Avantax Wealth Management
Baker & McKenzie LLP
Bank of America
Berthel Fisher & Company Financial Services Inc.
Bluerock Capital Markets
Bluerock Real Estate
Broadridge Financial Solutions, Inc.
Carlton & Associates, Inc
Capital Investment Companies
Carter Multifamily Fund Management Company LLC
Cetera Financial Group
Corporate Investments Group, Inc.
Cottonwood Residential, Inc.
DAI Securities, LLC
DWS RREEF Property Trust
DLA Piper US LLP
Eagle Point Credit Management LLC
EcoVest Capital, Inc.
ESG Client Coverage Group at MSCI
ExchangeRight Real Estate, LLC
Eversheds Sutherland (US) LLP
Georgetown University – Real Estate Investment Trusts
Groom Law Group, Chartered
Hana Solutions LLC
Hickory Capital, LLC
Hines Securities, Inc.
IBN Financial Services, Inc.
IHT Wealth Management
Infinity Financial Services
Inland Securities Corporation
Inspired Healthcare Capital
Invicta Capital, LLC
JLL Income Property Trust
Kalos Capital, Inc.
Kunzman & Bollinger, Inc.
Laganza Capital, Inc.
LaSalle Investment Management
MCI – Megatel Capital Investments
MDS Energy Development, LLC
Mick Law P.C.
Morris, Manning & Martin, LLP
Morrison & Foerster LLP
Mountain Dell Consulting
Nelson Mullins Riley & Scarborough LLP
NexPoint Real Estate Advisors
Nobles & Richards, Inc.
Owl Rock Capital Partners
Pacific Oak Capital Markets
Passco Companies LLC
Peachtree Hotel Group
PGIM Real Estate
Phoenix American Financial Services, Inc.
Protected Investors Of America
Provident Wealth Advisors LLC
Raymond James Alternative Investments
Real Assets Adviser
Redbrick LMD, LLC
Robert A. Stanger & Co., Inc.
Rudwall Wealth Management LLC
Sandy Bay Partners
SCOPUS Financial Grou
Snyder Kearney, LLC
Strategic Blueprint, LLC
Synergy Wealth Management
The Bowman Law Firm, LLC
The Inland Real Estate Group
The Real Estate Roundtable
Trilogy Real Estate Group
Triton Pacific Securities
Urban Catalyst Funds
U.S. Energy Development Corporation
U.S. House of Representatives
U.S. Securities and Exchange Commission
WealthForge Technologies, LLC (Altigo)
WestPark Capital Securities
Whitehall-Parker Securities, Inc.
SEC COMMISSIONER HESTER PEIRCE
Hester M. Peirce was appointed by President Donald J. Trump to the U.S. Securities and Exchange Commission and was sworn in on January 11, 2018.
Prior to joining the SEC, Commissioner Peirce conducted research on the regulation of financial markets at the Mercatus Center at George Mason University. She was a Senior Counsel on the U.S. Senate Committee on Banking, Housing, and Urban Affairs, where she advised Ranking Member Richard Shelby and other members of the Committee on securities issues. Commissioner Peirce served as counsel to SEC Commissioner Paul S. Atkins. She also worked as a Staff Attorney in the SEC’s Division of Investment Management. Commissioner Peirce was an associate at Wilmer, Cutler & Pickering (now WilmerHale) and clerked for Judge Roger Andewelt on the Court of Federal Claims.
Commissioner Peirce earned her bachelor’s degree in Economics from Case Western Reserve University and her JD from Yale Law School.
DUE DILIGENCE SYMPOSIUM PRESENTATIONS
WHERE TO FIND CERTAINTY OF PERFORMANCE UNCERTAIN TIMES
Carter Multifamily (“CMF”) presentation provided an overview of their recession-resilient investment strategy targeting existing conventional, garden-style multifamily assets with value-add opportunities. These Class B/C properties meet the rapidly growing demand for affordable rental housing by “Middle Market Americans” who are priced out of Class A apartments and single-family homes. Hear about the company’s experienced leadership team and their strategy to leverage key industry relationships to build a high-quality multifamily portfolio focused on GROWTH and INCOME.
Bill Shea, VP, National Accounts
EXCHANGERIGHT’S STRATEGY FOR SECURE CAPITAL AND TAX-EFFICIENT INCOME
ExchangeRight pursues its passion to empower people to be secure, free, and generous by providing REIT, fund, and 1031 DST portfolios that target secure capital, stable income, and strategic exits. The company strategically syndicates net-leased portfolios of assets backed primarily by investment-grade corporations that successfully operate in the necessity-based retail and healthcare industries, as well as diversified value-add portfolios of inline and outparcel retail spaces shadow-anchored by strong-performing grocery tenants. Please visit www.exchangeright.com for more information.
Beth Veloz, Senior Vice President
Geoff Flahardy, Director of National Accounts
Fletcher Galloway, Senior Vice President
NEW AT NEXPOINT: OPPORTUNITIES IN PRIVATE REAL ESTATE
NexPoint is a $10 billion platform that offers investors a unique product suite through our real estate private placements, 1031 exchanges, interval fund, listed REITs, closed-end funds, BDC, and annuities. Join us to learn more about the exciting and innovative new products we are bringing to market. As leaders in the single-family rental (SFR) sector, we are pleased to announce the launch of our second SFR offering, NexPoint Homes Trust. As one of the most experienced teams in the SFR industry we will acquire newer vintage homes and build-to-rent communities in underserved secondary and tertiary markets providing affordable housing to renters by necessity. Closer to our headquarters in Dallas, NexPoint is reimagining existing real estate in North Dallas to create the largest life sciences research and development district in the central United States. We continue to be a top DST provider and look forward to sharing more about our robust pipeline of DSTs to come over the remainder of 2022.
Brian Mitts, CFO, NexPoint
Dustin Norris, President, NexPoint Securities
Angela Barbera, Managing Director, NexPoint Securities
SELF STORAGE AND SINGLE FAMILY RENTALS: TWO TIMELY REAL ESTATE SECTORS
Self Storage and Single Family Rentals are two of the best performing real estate asset classes in recent years. Demographic, financial, and economic drivers are in place for this outperformance to continue in the years come. In this session share specifics on those drivers, and how investors can participate in each sector with two best-in-class sponsors. SmartStop Strategic Storage Trust VI is a self-storage offering from a sponsor with a 17-year track record of compelling full-cycle performance, and Pacific Oak Residential Trust (PORT) is a single family rental offering which presently owns approximately 2000 homes in twelve states.
Jeff Kremin, National Sales Manager, Pacific Oaks Capital Markets
Kevin O’Connor, Managing Director, Pacific Oak Residential
DO YOU KNOW THE WAY TO SAN JOSE? & HOW TO MAXIMIZE TAX BENEFITS OF QOZs
Urban Catalyst’s team has developed over $5 billion of real estate in Silicon Valley. Our current offering is an opportunity zone fund. And it is comprised of two projects, Class A office and multi-family apartments (Icon and Echo) in downtown San Jose.
What makes Urban Catalyst unique is that we are not just fund managers, we are also the developer of all of the projects.
Our structure allows us to include all the tax benefits associated with pass-thru entities, the ownership of real estate, and the opportunity zone program.
Erik Hayden, Founder and CEO
Sean Raft, General Counsel and CAO
Crystal H. Rutkowski, AIF, Ambassador