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
2B Communications
Accretive Wealth Management
AccuPoint Solutions
Advanced Investments, Ltd.
Advisory Group Equity Services. Ltd
Aeon Capital, Inc.
Alliance Global Partners
Alston & Bird LLP
Alternative Investment Exchange (AIX)
Ameriprise Financial
Andalus Capital
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
Barings LLC
Berthel Fisher & Company Financial Services Inc.
BlackRock
Blackstone
Bluerock
Bluerock Capital Markets
Blue Owl
Bluerock Real Estate
Broadridge
Broadridge Financial Solutions, Inc.
CAIS
Cais Group
Carlton & Associates, Inc
Cantor Fitzgerald
Capital Investment Companies
Capital Square
Capright
Carter Funds
Carter Exchange
Carter Multifamily Fund Management Company LLC
Cetera Financial Group
CIM Group
CION Investments
CNL
Concorde Investments
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.
Edelman
Envestnet
Equifinancial, LLC
ESG Client Coverage Group at MSCI
ExchangeRight Real Estate, LLC
Eversheds Sutherland (US) LLP
FactRight, LLC
Fidelity Investments
FINRA
Forum Partners
Georgetown University – Real Estate Investment Trusts
GrayRobinson
GrayRobinson, P.A.
Groom Law Group, Chartered
Hamilton Zanze
Hana Solutions LLC
Heitman LLC
Hickory Capital, LLC
Hines Securities, Inc.
IBN Financial Services, Inc.
iCapital
IHT Wealth Management
Infinity Financial Services
Inland Securities Corporation
Integras Partners
Inspired Healthcare Capital
Invesco
Invicta Capital, LLC
JLL Income Property Trust
JRW Investments
Kalos Capital, Inc.
Kunzman & Bollinger, Inc.
Laganza Capital, Inc.
LaSalle Investment Management
Legendary Capital
Lemon8Creative
LifeMark Securities
Lighthouse Life
Lionchase Holdings
MCI – Megatel Capital Investments
MDS Energy Development, LLC
Mick Law P.C.
Morris, Manning & Martin, LLP
Morrison & Foerster LLP
Mountain Dell Consulting
NAREIT
Nelson Mullins Riley & Scarborough LLP
NexPoint
NexPoint Real Estate Advisors
NI Advisor
Nobles & Richards, Inc.
Nuveen
NuView Trust
Orchard Securitie
Owl Rock Capital Partners
Pariter Securities
Pacific Oak Capital Markets
Passco Companies LLC
Peachtree Hotel Group
PGIM Real Estate
Phoenix American Financial Services, Inc.
PricewaterhouseCoopers LLP
Pretium
Protected Investors Of America
Provident Wealth Advisors LLC
Raymond James Alternative Investments
RCM Investments
Real Assets Adviser
RealBlocks
Realto, Inc.
Redbrick LMD, LLC
Robert A. Stanger & Co., Inc.
Rudwall Wealth Management LLC
Sanctuary Wealth
Sandy Bay Partners
SFA Partners
SCOPUS Financial Grou
Sera Global
Snyder Kearney, LLC
SS&C Technologies
Strategic Blueprint, LLC
SW Financial
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
Urban Catalyst Funds
U.S. Energy Development Corporation
U.S. House of Representatives
U.S. Securities and Exchange Commission
Venture.co
Versity
Versity Investments
WealthForge Technologies, LLC (Altigo)
WestPark Capital Securities
Whitehall-Parker Securities, Inc.
WIS
DUE DILIGENCE PRESENTING SPONSORS
KEYNOTE
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.
EVENT SPONSORS
DUE DILIGENCE SYMPOSIUM PRESENTATIONS
OPEN FORUM DISCUSSION WITH BLUEROCK MANAGEMENT TEAM
PRESENTED BY:
Josh Hoffman, President, BVEX Managing Director, Marketing and Due Diligence
Dustin Zachmeyer, Vice President, Due Diligence Officer
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.
PRESENTED BY:
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.
PRESENTED BY:
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.
PRESENTED BY:
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.
PRESENTED BY:
Jeff Kremin, National Sales Manager, Pacific Oaks Capital Markets
Kevin O’Connor, Managing Director, Pacific Oak Residential
PRESENTATION COMING SOON!
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.
PRESENTED BY:
Erik Hayden, Founder and CEO
Sean Raft, General Counsel and CAO
Crystal H. Rutkowski, AIF, Ambassador
TABLETOP EXHIBITORS
MEDIA SPONSORS
