EVENT RECAP
OCTOBER 27-29, 2020
Watch the replay of our 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 for the future.
Market Insights
Hear the latest updates from industry thought-leaders on the current state of the market and economy, and the implications for the alternative investments industry moving forward.
Push for Progress
Listen to industry pioneers who have dedicated their careers to fostering a workplace that is more diverse and inclusive, and how these initiatives have led to unique investment approaches with an eye for D&I and ESG, ultimately producing better business outcomes.
Latest Products and Strategies
Catch up on recent product innovations and strategies that are leading the industry into the future through investor-friendly characteristics designed to create better outcomes for all stakeholders.
Industry Regulation and Government Relations
Hear from top regulatory officials from the SEC, FINRA and NASAA on a range of priority issues impacting the industry into 2021 and beyond.
MEMBERS ONLY: All video replays are available to IPA Members only and those who registered for IPAVision. To request password access to a replay, please email us at ipa@ipa.com.
Virtual IPAVision 2020 Kick-Off
Watch as we kicked-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.
Video Start: 00:11:35
Stanger Market Update – A Look at 2020 YTD
Kevin Gannon, Chairman and CEO, Robert A. Stanger and Co. provided a year-to-date market update and gave 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.
Video Start: 00:41:55
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 explored the impact of COVID-19 on global real estate markets and offered 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 explored 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
Video Start: 01:50:31
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 examined 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 focused 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
Video Start: 02:45:32
Closing Remarks
Tony Chereso
President & CEO,
IPA
MEMBERS ONLY: All video replays are available to IPA Members only and those who registered for IPAVision. To request password access to a replay, please email us at ipa@ipa.com.
Welcome & Introduction
Tony Chereso
President & CEO,
IPA
Trisha Miller
IPA Board Chair, Executive Managing Director,
Robert A. Stanger & Company, Inc.
Video Start: 00:21:15
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 discussed 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
Video Start: 01:18:14
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 examined 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
Video Start: 02:14:37
Closing Remarks
Tony Chereso
President & CEO,
IPA
MEMBERS ONLY: All video replays are available to IPA Members only and those who registered for IPAVision. To request password access to a replay, please email us at ipa@ipa.com.
SPONSORED BY
Welcome & Introduction
Tony Chereso
President & CEO,
IPA
Trisha Miller
IPA Board Chair, Executive Managing Director,
Robert A. Stanger & Company, Inc.
Video Start: 00:15:02
Regulatory Issues to Watch: IPA Conversations with the SEC, FINRA and NASAA
This three-part educational panel series brought 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
Video Start: 01:34:29
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 evaluated 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
Video Start: 02:21:49
IPAVision 2020 – Closing Remarks from the Incoming 2021 IPA Chair
Watch as we close out IPAVision 2020 where the incoming IPA Chair will reflected 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
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