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MAY 1-3 | WASHINGTON, D.C.

THE PREMIER ADVOCACY EVENT OF THE YEAR

Join us for IPASummit 2024 - Capitol Hill Day and Due Diligence Symposium, May 1-3, 2024 in Washington, D.C. IPASummit is the premier event for the alternative investments industry, exploring key business, operational and legal issues impacting our industry. This exclusive event brings regulators, policymakers and Congressional leaders to speak on key issues. We are also excited to host a day on Capitol Hill, lobbying with members of Congress to advance critical initiatives as part of our in-person Capitol Hill Day. Come to build or deepen your relationships, grow your client base, and make a difference in Washington.

IPASummit is the go-to industry event for leading expertise and substantive knowledge on alternative investments.

REGISTER NOW

WHO SHOULD ATTEND:

Asset Managers | Broker-Dealers | RIAs | Industry Partners | FinTech Firms

DUE DILIGENCE
PRESENTING SPONSORS

(more presenting sponsors coming soon)

EVENT SPONSORS

CHAMPION
ADVOCATE
PATRON
SUPPORTER

AGENDA AT A GLANCE

Note: As we get closer to IPASummit 2024, we are still adding additional roundtables and speakers to this landmark event. Make sure to check back frequently as we confirm new offerings.

10:00 am

Registration Opens

11:30 am – 12:30 pm

Due Diligence Lunch (Attendees: Broker-Dealers, RIAs and Presenting Sponsors only)

Board of Directors/Rising Leaders Lunch (Invitation only)

12:45 pm – 2:45 pm

Rising Leaders Program (Invitation Only)

_John Cronin
_Vice President and Head of State Government Relations,
_LPL Financial

_Mark Quinn
_Director of Regulatory Affairs,
_Cetera Financial Group

_Natalie Brathwaite
_Vice President, Government Relations & Public Affairs,
_Fidelity Investments

_Michelle Goldstein
_Director of Government Relations,
_Morgan Stanley

12:45 pm – 2:45 pm

Board Meeting (Invitation Only)

12:45 pm – 2:45 pm

Due Diligence Symposium (Attendees: Broker-Dealers, RIAs and Presenting Sponsors only)

Our formal program begins with highlights on product education, industry trends and the latest updates on both regulatory and legislative issues.

3:05 pm

Welcome & Conference Kickoff

IPA_CEO_Anya Coverman_Anya Coverman
  President and CEO,
_Institute for Portfolio Alternatives

_Jason Goode
_Partner,
_Alston & Bird, LLP

3:10 pm – 3:55 pm

General Session One

Strategic Interplay — Decoding the Economy/Policy Nexus

The interplay between economic forces and policy decisions is pivotal. Recognizing the potential risks and opportunities arising at this juncture is essential for informed business leadership. Our distinguished panel brings together thought leaders with expertise in the geopolitical landscape and the evolving economy. They will provide incisive commentary on unfolding news and events from Washington D.C. to the global stage, weaving together the implications for our economy and your business. Gain actionable insights as our experts unravel the economic ramifications of policy shifts and help investors chart a course through these transformative times.

_Jason Cole | Moderator
_Head of Public Policy,
_FS Investments

_Kathleen Mellody
_Head of Federal Government Relations,
_JPMorgan Chase

_Esther Kahng
_Chief Counsel,
_House Financial Services Committee (Rep. Maxine Waters, D-CA)

_Catherine Fuchs
_Policy Director,
_Senate Banking Committee (Rep. Tim Scott, R-SC)

_Jillian Fitzpatrick
_Managing Director, Government Relations
_Blackstone

4:00 pm – 4:20 pm

General Session Two

Navigating Alternative Investment Trends: Insights into Capital Markets, Fundraising, and Performance

Join us for an illuminating exploration of the current landscape of alternative investments. Esteemed industry expert, Kevin Gannon, will delve into the latest data, offering a comprehensive analysis of the factors influencing capital markets, fundraising, and performance in 2024. Gain valuable insights into emerging strategies and market trends across various sectors, including private real estate, private credit, and other real assets. Hear about the industry’s overall outlook and projections for the remainder of this year and beyond.

_Kevin Gannon
_Chairman and CEO,
_Stanger Investment Banking

4:25 pm – 5:10 pm

General Session Three

The Keys to International Capital – Global Horizons – Unlocking the Keys to Foreign Capital for Real Estate and Private Credit

Join us for a comprehensive discussion on how non-listed REITs and BDCs can tap into foreign capital sources. Our panel of experts will share their insights on the legal, investment and execution aspects of raising funds from overseas investors. You will learn about the value proposition and market opportunities for non-listed REITs and BDCs in foreign markets; the steps, challenges and rewards involved in structuring and marketing an offshore capital raise; real-life examples of successful foreign capital raises; and the exciting outlook and trends for the future of cross-border investing for non-listed REITs and BDCs.  We look forward to a dynamic and informative exchange, where the horizons of real estate and credit investment extend beyond borders.

_Shiukay Hung
_Partner and Co-Chair of National REIT Tax Practice,
_DLA Piper

_Wes Sturdevant
_Managing Director, Head of Client Solutions, Americas,
_iCapital

_Christopher Stambaugh
_Partner,
_DLA Piper

_Kevin Gannon
_Chairman and CEO,
_Stanger Investment Banking

5:30 pm – 6:15 pm

General Session Four

Innovative Frontiers — RIAs Embracing Alternative Investments

As the financial landscape evolves, Registered Investment Advisors (RIA) are increasingly exploring alternative investments to diversify portfolios, mitigate risk, and enhance returns. This curated panel convenes Executives from prominent RIAs, each with a track record of innovation and alternative asset allocation. Together, we will explore the expanding interest in alternative investments among RIAs. Participants will discuss the challenges and prospects that alternative investments present, offering practical insights and strategic guidance for firms seeking to engage in the dynamic RIA channel.

_Courtney Jannsen | Moderator
_Principal,
_Blackstone

_Sean Mullen
_Executive Director & Head of Strategic Partnerships,
_Hightower

_Chris Maxey
_Chief Market Strategist,
_Wealthspire

_Thomas Cohn
_Partner and Chief Solutions Officer,
_Cerity

_Paul M. Fox
_Managing Director, Portfolio Manager
_Artisan Wealth Advisory Group

6:15 pm – 7:30 pm

Opening Networking Reception & Exhibits

7:30 pm

Dine Arounds

7:00 a.m. – 8:00 a.m

Networking Breakfast & Exhibits

8:00 a.m. – 8:45 a.m.

General Session Five

Keynote — A Look at DOL’s Rapidly Changing Regulatory Landscape with Lisa Gomez: U.S. Department of Labor

Hear directly from the Assistant Secretary of Employee Benefits Security in the Employee Benefits Security Administration. During this conversation, we will cover a wide range of issues from SECURE 2.0 implementation to DOL’s stance on cryptocurrency, brokerage windows, and alternative investments in a defined contribution plan or QDIA, to the newly proposed rulemaking that everyone is talking about – the Fiduciary Rule governing investment advice. The DOL has certainly kept benefit practitioners busy over the last few months and May is the Administration’s unofficial deadline to finalize all of these rules, so this discussion will come at a critical time. You don’t want to miss this important discussion with a key Administration official.

_Kendra Isaacson | Moderator
_Principal,
_Mindset

_Lisa Gomez | Keynote
_US Department of Labor
_

8:50 a.m. – 9:35 a.m.

General Session Six

A Conversation with FINRA and NASAA

_Valerie Mirko | Moderator
_Partner and Leader, Securities Regulation and Litigation,
_Armstrong Teasdale

_Nathaniel Stankard
_Executive VP & Chief of Staff to Robert Cook,
_FINRA CEO

_Leslie M. Van Buskirk
_Administrator, Division of Securities,
_State of Wisconsin Department of Financial Institutions  _and NASAA President-Elect

9:40 a.m. – 10:25 a.m.

General Session Seven

The Emergence of Infrastructure in Private Wealth 

In a world facing demographic shifts, climate change and technological disruption, infrastructure has emerged as a resilient and essential asset class. This panel takes a deep dive into the compelling trends propelling its growth, including (i) aging infrastructure, (ii) the energy transition, (iii) demographic shifts and (iv) digital transformation. Discover why infrastructure is on pace to surpass real estate as the largest private markets asset class by 2026 according to Preqin and why infrastructure tops the list of planned allocation increases from institutional investors per Nuveen’s 2023 Global Institutional Investor Survey. Hear from industry leaders as they discuss the current landscape, emerging trends, and strategies for incorporating private infrastructure in client portfolio.

_Alison Nest | Moderator
_Managing Director and Head of Alternative Investments,
_Morgan Stanley

_David Cohen
_Partner,
_Apollo Global Management Inc.

_Derek Craig
_Director,
_KKR

_Jay Frank
_President, COO and Head of Distribution,
_Cantor Fitzgerald Asset Management

_James V. Bruno
_Managing Director and Head of the Americas,
_Brookfield Oaktree Wealth Solutions

10:25 a.m. – 10:45 a.m.

Networking Break & Exhibits

10:45 a.m. – 12 p.m.

Breakout Sessions

IPA Distribution Partner Roundtable

The IPA’s Distribution Partner Roundtable will host peer-to-peer discussions on the opportunities and issues surrounding the alternative investment landscape for distribution firms in our industry. This session will give participants the opportunity to have a candid conversation on how distribution partner firms work best with portfolio diversifying investments, and to discuss key topics including business, operating, regulatory and legal issues. This a closed-door meeting for executives and home office personnel of wire houses, national, regional independent broker-dealers and RIAs.

Discussion leaders:

_Steve Snyder
_SVP and Alternative Investments Product Management,
_LPL Financial

_Bora Lim
_Head of Hedge Fund Origination and Product _Management, Bank of America

_Brad Sussman
_VP, Product Development and Research, Alterative _Investments, Global Wealth Solutions at Raymond James

_

IPAExchange Roundtable

Join us for our annual thought leadership forum, taking place for the first time at IPASummit, where IPA members, senior leaders and executives will discuss the critical issues that will impact the future of the alternative investments industry. Additionally, we will be joined by policy experts from Mindset DC, the IPA’s partner, and a preeminent public policy firm, as well as the IPA’s expert legal consultants.  Prepare to deepen your understanding of critical issues into the following areas: (i) tax changes ahead of a potential 2025 tax legislative package, (ii) the evaluation of legislative measures aimed at enhancing capital markets, and (iii) regulatory considerations surrounding the accredited investor definition. Moreover, (iv) we will assess the opportunities that lie within the 401(k) markets and consider potential threats and implications for retirement savers’ access to alternative investments. This forum is not just about discussion—it’s about preparing you to meet the challenges ahead with knowledge and confidence.

_King Mueller
_Partner,
_Mindset

_Langston Emerson
_Partner,
_Mindset

_Kendra Isaacson
_Principal,
_Mindset

_Kevin Walsh
_Partner,
_Groom Law Group

_Chris Brown
_Partner,
_Mindset

_Lisa Peto
_Partner,
_Mindset

_

Roundtable with the Department of Treasury, A Conversation on the Macroeconomic Outlook 

The strong recovery from the Covid recession resulted from unprecedented policy action that brought the United States from an unemployment rate that peaked at nearly 15 percent in April of 2020 to an over 50-year low of 3.4 percent by January of 2023. But there is more work to do.  Our economy can continue to create more and better jobs with the right investments. This talk will provide an overview of the U.S. Department of the Treasury’s macroeconomic outlook.  Dr. Tara M. Sinclair will discuss some of the context and economic thinking behind the policies used in the recent economic recovery and where the economy stands today.  She will then turn to the longer-term macroeconomic outlook, specifically focusing on modern supply-side policies that can grow the economy in the long run.

_Tara M. Sinclair
_Deputy Assistant Secretary for Macroeconomics in the Office of Economic Policy, Department of Treasury
_

12:00 p.m. – 1:00 p.m.

Networking Lunch & Hill Day Briefing

1:00 p.m.

IPA Capitol Hill Lobbying Day 

Capitol Hill Transfers

1:30 p.m. – 6 p.m.

Hill Day Meetings

(Additional Advance Registration Required)

6:00 p.m. – 7:00 p.m.

Networking Reception

7:30 a.m. – 8:30 a.m. Networking Breakfast

 

8:30 a.m. – 12:00 p.m. AltWise Tax and Accounting Forum (Invitation Only)

We know the tax and accounting challenges facing individuals and firms as you navigate the alternative industry landscape today. So, join us in taking those challenges head on at the first-ever IPA Tax and Accounting Forum. We are excited to be launching this event with our cohosts Baker McKenzie and Deloitte. 

8:30 a.m. – 12:00 p.m. OpsTech Innovation Forum

Help shape the latest innovations and technologies coming to our industry. From “Alts Going Mainstream” to “Emerging Product Innovations,” we’ll dive deep into solutions and offerings that will impact your business. Join us for a discussion of technology-based operational workflows (ticker symbols, transfers, maintenance, and other important topics), insights on leveraging cutting-edge technology to deliver flexibility between broker-dealer and advisory platforms and so much more. 

8:45 a.m. – 11:30 a.m. Due Diligence Symposium

REGISTRATION

Sign up Today!

IPA MEMBERS / NON-MEMBERS

GENERAL REGISTRATION
INCLUDES HILL DAY

IPA Member Pricing: $1,599

Non-Members: $4,999

REGISTER NOW

On-site member registration will be $1799 per person.

BROKER-DEALERS / RIAs ONLY

INCLUDES HILL DAY & DUE
DILIGENCE SYMPOSIUM

Broker-Dealers/RIAs:

Complimentary

REGISTER NOW

Limited to 2 broker-dealers/RIAs per firm. Please see travel policy below. Multiple sponsors will cover the costs of registration, hotel and flight as a bona fide due diligence expense.

CANCELLATION AND SUBSTITUTION POLICY

Registration cancellations made on or before Wednesday April 17, 2024, will receive a full refund minus a $100 processing fee. No refunds will be issued for cancellations received after April 17, 2024. All substitutions must be approved by IPA. Registrations may not be transferred to other IPA events.

IPASUMMIT 2024 ATTENDING FIRMS

1776 Wealth LLC
3650 REIT
Accretive Wealth Management
Advanced Investments, Ltd.
Aksia LLC
Alston & Bird LLP
Andalusian Wealth Management
Apollo Global Management, LLC
Ares Wealth Management Solutions
Ashford Inc.
Avantax Wealth Management
Ashford Securities, LLC
Avantax Wealth Management
Baker & McKenzie LLP
Benefit Street Partners
Beriillium
BGO
Blackstone
Bluerock
Broadridge Financial Solutions, Inc.
Brookfield Oaktree Wealth Solutions
CAIS
Calamos Investments

Calton & Associates, Inc
Cantor Fitzgerald
Capital Investment Companies
Capright
Carter Funds
Cavria Advisors, LLC
Cetera Financial Group
CIM Group
CION Investments
CNL
Cottonwood Communities, Inc.
Deloitte & Touche LLP
DLA Piper LLP US
DST Systems, Inc.
DWS RREEF Property Trust
Eagle Point Credit Management LLC
Emerson Equity, LLC
ExchangeRight
Fidelity Investments
First Trust Portfolios
Forum Investment Group
Franklin Templeton
FS Investments

Goldman Sachs & Co., LLC
Griffin Capital Company, LLC
HPS Investment Partners, LLC
Humphreys Capital
IBN Financial Services, Inc.
iCapital
Infinity Financial Services
Inland Securities Corporation
Integras Partners
Invesco
Investment Planners Inc.
Invicta Capital, LLC
Iron Point
J.P. Morgan Asset Management
JLL Income Property Trust
Kohlberg, Kravis, Roberts & Co.
Kunzman & Bollinger, Inc.
Landolt Securities, Inc.
LaSalle Investment Management
Lincoln Financial Network
LPL Financial LLC
Mindful Wealth LLC
Morgan Stanley Wealth
Morris, Manning & Martin, LLP

Morrison & Foerster LLP
Nelson Mullins Riley & Scarborough LLP
NexPoint
Nuveen
Osaic
Phoenix American
Protected Investors of America
Raymond James Financial
RCM Investments
Redbrick LMD, LLC
Robert A. Stanger & Co., Inc.
Sanctuary Wealth
Simpson Thacher & Bartlett LLP
Snyder Kearney, LLC
Starwood Capital
Synergy Private
The Bowman Law Firm, LLC
The Inland Real Estate Group
The Strategic Financial Alliance
Trilogy Real Estate Group
Triton Pacific Securities
Troutman Pepper Hamilton Sanders LLP
Ultimus Fund Solutions, LLC
Urban Catalyst
Wealthforge Securities, LLC
WealthForge Technologies, LLC (Altigo)

HOTEL & LOCATION

Conrad Washington, DC

950 New York Avenue NW
Washington, DC 20001

Members and Industry Partners: Access the Room Block Here

ROOM BLOCK ENDS:

Wednesday, April 10, 2024

DISCOUNT HOTEL RATE:

$415 per night plus taxes

**For Distribution Partners, booking information will be provided during registration confirmation**

IPASUMMIT HILL DAY

A POWERFUL INDUSTRY ADVOCATE

The IPA is on the leading edge of the policy and regulatory issues that directly affect the alternative investments industry. You’ll not only have inside access to real-time intelligence at the local, state and federal levels, but also have the exclusive opportunity to spend an immersive afternoon actively engaging with members of Congress on Capitol Hill.

DUE DILIGENCE SYMPOSIUM

IPASummit's Due Diligence Symposium (exclusively for broker-dealers and RIAs) is an opportunity to leverage the insights of key executives from leading investment sponsors in an intimate, small-group format. Space is limited - register now!

PRODUCT DUE DILIGENCE

Participate in small-group discussions on current and future offerings from leading asset managers.

MARKET UPDATES

Review the latest investment strategies and updated approaches to wholesaling and distribution.

NETWORKING

Connect with like-minded professionals on emerging trends, investor sentiment, product innovation and industry growth.

DISTRIBUTION PARTNER ATTENDANCE POLICY

Registration for IPASummit 2024 Hill Day and Due Diligence Symposium is limited to executives of registered broker-dealers and investment advisers who manage product approval and due diligence officers, who hold an active securities license with FINRA, the U.S. Securities and Exchange Commission and/or a state securities agency.

**Registration is not intended for registered representatives or investment adviser representatives.**

Attendance Requirements: 

Attendees will be expected to attend a large majority of the seven sessions planned. They will begin the afternoon of May 1 and will run through midday on May 3. The schedule may be subject to minor adjustments in the weeks ahead, and full details are coming soon. Please plan accordingly.

Complimentary attendance is offered to eligible attendees. Eligible attendees may qualify for complimentary hotel rooming and transportation related expenses, up to $500, applicable to air, train and/or car travel for up to two (2) individuals per firm (for a total of $1,000 per firm). IPA will cover a maximum of two (2) rooming nights based on qualified event attendance per person. You will be notified by IPA staff if more than two (2) representatives are registered from the same firm.

Hotel, airfare, and similar charges are paid for by IPA sponsor members as part of a qualified due diligence event, based on the understanding that registrants will attend all assigned event sessions and other activities as may be specified. IPA reserves the right not to refund amounts, or any portion thereof, of any registrant who does not adhere to its attendance requirements.

Transportation:
The IPA covers up to $500 in travel costs. Travel should be booked by the individual. The IPA processes reimbursements after your attendance has been confirmed at the event. If traveling by air, travel reimbursement will be based on Main Cabin travel only.

Hotel Rooming Policy:
DO NOT BOOK YOUR HOTEL DIRECTLY
IPA make your hotel reservations based information entered during registration. Charges will only be incurred for incidentals, additional rooming beyond two days or if you do not show up/cancel your room. Your room must be cancelled 72 hours prior to your arrival date for no charge to be incurred. If you must cancel, please notify tnilson@ipa.com.