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OCTOBER 27-29

VIRTUAL EVENT

Join us virtually October 27-29 for IPAVision 2020 where leaders from across the IPA community discuss the critical issues facing the industry today and the innovative solutions driving meaningful change for the future.

HIGHLIGHTS

REGISTRATION

Day 1

Tuesday, Oct. 27, 2020
2:00 PM – 5:05 PM EDT

Day 2

Wednesday, Oct. 28, 2020
2:00 PM – 4:35 PM EDT

Day 3

Thursday, Oct. 29, 2020
2:00 PM – 4:45 PM EDT

SPONSORED BY

MEMBERS: FREE | NON-MEMBERS: $149

AGENDA

DAY 1

TUESDAY, OCT 27, 2020 | 2:00 PM - 5:05 PM ET

2:00 PM – 2:15 PM ET

Virtual IPAVision 2020 Kick-Off

Join us as we kick-off virtual IPAVision 2020 where leaders from across the IPA community discuss the critical issues facing the industry today and the innovative solutions driving meaningful change.

Tony Chereso
President & CEO,
IPA

Trisha Miller
IPA Board Chair, Executive Managing Director,
Robert A. Stanger & Company, Inc.

2:15 PM – 2:45 PM ET

Stanger Market Update – A Look at 2020 YTD

Kevin Gannon, Chairman and CEO, Robert A. Stanger and Co. provides a year-to-date market update and gives his perspective on 2020 so far and the driving forces that will shape the market into 2021.

Kevin Gannon
Chairman and CEO,
Robert A. Stanger & Company, Inc.

SPONSORED BY

2:45 PM – 3:55 PM ET

A Global Examination of Commercial Real Estate Markets Post COVID

As a follow up to the most widely acclaimed panel at 2019’s IPAVision conference, leading international asset managers will explore the impact of COVID-19 on global real estate markets and offer their insights in what may play out ahead as the world continues to deal with the fallout of a global pandemic and economic crisis. The panelists will explore potential economic scenarios, opportunities that may emerge and the foreseeable impact on global real estate investment strategies in 2021 and beyond.

SPONSORED BY

Moderator
Lara Rhame
U.S. Chief Economist, FS Investments

Janice Walker
Senior Managing Director – Fund Management,
Hines

Chase Bolding
Portfolio Manager,
Invesco Real Estate

Carly Tripp
CIO, Americas,
Nuveen Real Estate

Hugh Macdonnell
Managing Director,
Clarion Partners

4:00 PM – 5:00 PM ET

Examination of Private Credit Markets

Covid 19 brought renewed volatility to the credit markets in the Spring of 2020 commensurate with an unprecedented drop in interest rates led in large part by the Federal Reserve’s actions. With the economy starting to recover, this panel will examine the current and future state of the credit markets. Is it still possible to deploy capital prudently given that many corporate credits have seen a deterioration in the strength of their balance sheets? What would it look like in real life if a large number of deals need to be restructured? This panel will also focus on the benefits of evolving credit product structures and where the best investment opportunities are today.

SPONSORED BY

Moderator
Thayer Gallison
Director, IPA Board

Don MacKinnon
Portfolio Manager,
Sound Point Capital Management, LP

Joe Elsabee
Senior Director,
CION Investments

Sean Connor
Managing Director,
Owl Rock Capital

Kevin Winters
Executive Vice President,
PIMCO

5:00 PM – 5:05 PM ET

Closing Remarks 

Tony Chereso
President & CEO,
IPA

DAY 2

WEDNESDAY, OCT 28, 2020 | 2:00 PM - 4:35 PM ET

2:00 PM – 2:15 PM ET

Welcome & Introduction  

Tony Chereso
President & CEO,
IPA

Trisha Miller
IPA Board Chair, Executive Managing Director,
Robert A. Stanger & Company, Inc.

2:15 PM – 3:15 PM ET

The Transformation of Publicly Registered Funds

Accessing real estate in publicly registered funds continues to evolve with fund structure improvements and investor-friendly characteristics. Each fund structure has benefits and limitations, but the right structure married with the right investment strategy can potentially create better outcomes for all stakeholders including product sponsors, distribution platforms and investors. Hear from the leading architects who will discuss the pros and cons of accessing commercial real estate in perpetual non-listed REITs, modern day life-cycle non-listed REITs, interval funds and tender offer funds.

Moderator
Joseph Byrne
VP, Research, LPL Financial

Rosemarie Thurston
Partner,
Alston & Bird LLP

Owen Pinkerton
Partner,
Thompson Hines

Alice Connaughton
Partner,
Morrison & Foerster LLP

Benjamin Wells
Partner,
Simpson Thacher & Bartlett LLP

3:30 PM – 4:30 PM ET

Private Placements – Different Structures, Strategies and Opportunities

With differentiated investment strategies, unique product structures and attractive risk adjusted returns, private placement offerings have continued to grow in popularity and recent expansion of the accredited definition will open up new markets. This panel will examine the latest trends in traditional private offerings, DSTs and opportunity zones. Specifically, how has the economic crisis impacted private placements investment strategies? What type of opportunities and solutions have presented themselves? How has the current environment impacted investing, fundraising and investment strategies for investors in private placements given an uncertain economic and social climate?

SPONSORED BY

Moderator
Darryl Steinhause

Partner, DLA Piper

Kevin Shields
Chairman and CEO,
Griffin Capital Company

Jackie Hawkey
Managing Director,
Black Creek Exchange

Matthew Iak
Executive Vice President and Director,
U.S. Energy Development Corporation

Keith Lampi 
President & Chief Operating Officer,
Inland Private Capital

4:30PM – 4:35 PM ET

Closing  Remarks 

Tony Chereso
President & CEO,
IPA

DAY 3

THURSDAY, OCT 29, 2020 | 2:00 PM - 4:45 PM ET

SPONSORED BY

2:00 PM – 2:15 PM ET

Welcome & Introduction 

Tony Chereso
President & CEO,
IPA

Trisha Miller
IPA Board Chair, Executive Managing Director,
Robert A. Stanger & Company, Inc.

2:15 PM – 3:30 PM ET

Regulatory Issues to Watch: IPA Conversations with the SEC, FINRA and NASAA

This three-part educational panel series will bring together leading industry experts to interview top regulatory officials at the SEC, FINRA and NASAA to hear about a range of regulatory issues including updates from the SEC’s REIT Disclosure Group, FINRA’s Division of Corporate Financing, and NASAA’s President and Corporate Finance Section Chair.

1) SEC SESSION:

Moderator
Jason Goode
Partner, Alston & Bird LLP

Robert Telewicz
Accounting Branch Chief, Office of Real Estate and Commodities, SEC Division of Corporation Finance

2) FINRA SESSION:

Moderator
Mark Quinn
Director of Regulatory Affairs, Cetera Financial Group

Joseph E. Price
Senior Vice President,
FINRA

3) NASAA SESSION:

Moderator
Tony Chereso

President & CEO, IPA

Lisa Hopkins
West Virginia Senior Deputy Commissioner and NASAA President, West Virginia State Auditor’s Office-Securities Commission

Moderator
Anya Coverman
SVP, Government Affairs and General Counsel, IPA

Michael S. Pieciak
Commissioner of the Department of Financial Regulation, State of Vermont

3:45 PM – 4:30 PM ET

Transformational Thinking – How D&I and ESG Produce Better Business Outcomes

Once an afterthought, Environmental, Social and Governance (ESG) initiatives – inclusive of deliberate efforts to foster greater Diversity and Inclusion (D&I) – have proven to have a positive, material impact on businesses. Businesses worldwide continue to push for greater D&I and seek opportunities to build ESG priorities into their daily operations, yet progress is slow and meaningful change lags.

Ariel Investments Chairman John Rogers Jr. is an early pioneer in ESG investing, who is today known for his ability to influence change with a proactive ESG agenda. On top of his industry-leading investment process, his own firm has set the standard with its approach to its people, proving an emphasis on D&I translates to better outcomes.

Hear directly from Rogers, who transformed his company and community by putting demonstrative action behind his words. This session will evaluate how the financial services industry has embraced ESG and D&I over the past few decades and what the industry should focus on to achieve better outcomes for all stakeholders.

Moderator
Deborah Froling
Partner, Kutak Rock LLP

Moderator
Tony Chereso

President & CEO, IPA

Keynote Speaker: John W. Rogers, Jr.
Chairman, Co-CEO and Chief Investment Officer,
Ariel Investments 

4:30 PM – 4:45 PM ET

IPAVision 2020 – Closing Remarks from the Incoming 2021 IPA Chair

Join us as we close out IPAVision 2020 where the incoming IPA Chair will reflect on the past year and what lies ahead of the IPA and the industry as a whole into 2021.

Leon Volchyok
IPA Chair Elect, Managing Director,
Blackstone

Tony Chereso
President & CEO,
IPA

#IPAVision2020

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