REGISTER NOW
DECEMBER 7-8, 2022
New York, NY
Learn how unlisted closed end funds (interval and tender offer) are structured and how they contribute to a well-diversified portfolio. Considered an alternative investment, interval funds can help build wealth while reducing volatility, as their values are not tied to the larger fluctuations of traditional assets and markets. During this immersive two-day event, learn from and network with leading asset managers as well as distribution and industry partners.
PRODUCT DUE DILIGENCE
Participate in small-group discussions on current and future of unlisted closed end funds (interval and tender offer) from leading asset managers.
MARKET UPDATES
Review the latest investment strategies and updated approaches to wholesaling and distribution in light of the ongoing pandemic.
NETWORKING EVENTS
Connect with like-minded professionals on emerging trends, investor sentiment, product innovation and industry growth.
REGISTRATION
IPA MEMBERS / NON-MEMBERS
GENERAL SESSIONS / NETWORKING
IPA Members: $599
Non-Members: $999
BROKER-DEALERS / RIAs ONLY
INCLUDES DUE DILIGENCE SYMPOSIUM
Broker-Dealer/RIAs:
Complimentary
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.
HOTEL / LOCATION
InterContinental New York Times Square
300 W 44th St,
New York, NY 10036
*Reservation information provided in registration confirmation email.
TRAVEL POLICY (Distribution Partner Attendees):
BDs/RIAs are complimentary to attend as well as qualify for complimentary hotel rooming and transportation related expenses up to $500 applicable to air, train or car travel for up to 2 individuals per firm. IPA will cover a maximum of 1 rooming night based on qualified event attendance per person. You will be notified by IPA Staff if more than 2 representatives has registered from the same firm.
Transportation:
IPA will cover up to $500 in travel costs. Travel should be booked by the individual. IPA will process reimbursements after your attendance has been confirmed after the event.
Note: If traveling by air, travel reimbursement will be based on Main Cabin travel only.
Hotel Rooming Policy: PLEASE DO NOT BOOK YOUR HOTEL DIRECTLY
IPA will be providing the InterContinental New York Times Square with a rooming list. You do not need to book your own room. Charges will only be incurred for incidentals, additional rooming beyond 1 day 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 Emily Wills at 202-548-7191.
** IMPORTANT ** 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 event sessions and other activities as may be specified. IPA reserves the right to no refund amounts, or a portion thereof, of any registrant who does not adhere to announced attendance requirements. It is the IPA’s expectation that attendees will participate in a majority of the event sessions.
- Tuesday, December 7, 2022 – 8:00 a.m. ET – 6:45 p.m. ET.
- Tuesday, December 8, 2022 – 7:30 a.m ET – 4:30 p.m. ET – for air travel please plan to depart no earlier than 5:00 p.m ET.