The portfolio diversifying industry continues to outperform in 2022 as investor capital has rapidly accelerated into alternative investments. As established programs continue to hit record levels, the formation of new funds and new entrance into the market continues amid these recent growth trends. For all participants, this is an exciting year to be a part of this innovative industry.
Join us in Nashville, on September 20-22, for an industry event like no other, as we continue to advance the retail alternative investment marketplace.
IPAVISION 2022 ATTENDING FIRMS
ASSET MANAGERS | BROKER-DEALERS | RIAs | INDUSTRY PARTNERS | FINTECH
1776 Wealth LLC
AGES Financial Services Ltd
Alliance Global Partners
Alston & Bird LLP
Alternative Investment Exchange (AIX)
American Portfolios Financial Services Inc.
American Trust Investment Services
Andalusian Wealth Management
AOG Wealth Management
Apollo Global Management
Ares Wealth Management Solutions
Ashford Securities LLC
Avantax Wealth Management
Axxes Capital LLC
Baker & McKenzie LLP
Bank of America
Blueprint Financial Strategies
Broadridge Financial Solutions, Inc.
Brookfield Oaktree Wealth Solutions
Cavria Advisors, LLC
Cetera Financial Group
Clear Stream Advisors
CNL Financial Group
Cobalt Capital Inc.
Cohen & Steers
Conversus, a StepStone Company
Crawford 1031 Advisors
Crescent Securities Group, Inc.
DLA Piper LLP US
DTCC – AIP
Dwight Mortgage Trust
DWS RREEF Property Trust
Eagle Point Credit Management LLC
Emerson Equity LLC
Envision Financial System, Inc.
Eversheds Sutherland (US) LLP
Exchange Manager Pro (SM) by Accruit
Eversheds Sutherland (US) LLP
ExchangeRight Real Estate, LLC
First Eagle Investments
Forum Capital Advisors
FourStar Wealth Advisors
Franklin Templeton Alternatives
Geneos Wealth Management, Inc.
Great Lakes Fund Solutions, Inc.
Griffin Capital Company, LLC
Groom Law Group
Hana Solutions LLC
Hines Securities, Inc.
IBN Financial Services, Inc.
Infinity Financial Services
Inland Private Capital Corporation
Inland Real Estate Investment Corporation
Inland Securities Corporation
International Assets Advisory, LLC
Invesco Real Estate
Invicta Capital, LLC
JLL Income Property Trust
J.P. Morgan Asset Management
Keystone National Properties
KKR & Co. (Kohlberg, Kravis, Roberts & Co.)
Kunzman & Bollinger, Inc.
Kutak Rock LLP
LaSalle Investment Management
Lateral Investment Management LLC
Lonsdale Investment Technology (LIT)
LPL Financial LLC
M Holdings Securities, Inc.
Mainsail Asset Management, LLC
Managing Director, CEO, StratCap Wireless Group
MassMutal Financial Group
MDS Energy Development, LLC
Mediant Communications, LLC
Mick Law P.C.
Mindful Wealth LLC
Morgan Stanley | Wealth Management Investment Solutions
Morris, Manning & Martin, LLP
Morrison & Foerster LLP
Mountain Dell Consulting
Nelson Mullins Riley & Scarborough LLP
NexPoint Real Estate Advisors
Nobles & Richards, Inc.
Old City Securities LLC
Pacific Oak Capital Markets
Packerland Brokerage Services
Passco Companies LLC
Peachtree Hotel Group
Phoenix American Financial Services, Inc.
Preferred Capital Securities
Provident Wealth Advisors LLC
Raymond James Alternative Investments
Raymond James Financial
Real Assets Adviser
Realized Holdings, Inc.
Redbrick LMD, LLC
Rep Driven Results, LLC
Robert A. Stanger & Co., Inc.
Rudwall Wealth Management LLC
SCOPUS Financial Group
Sealy Investment Securities, LLC
Seyfarth Shaw LLP
Simpson Thacher & Bartlett LLP
Skyway Capital Markets
Snyder Kearney, LLC
Starwood Capital Group
Steward Partners Global Advisory
Stroock & Stroock & Lavan LLP
The Bowman Law Firm
The Inland Real Estate Group, LLC
The Investment Center, Inc.
The Strategic Financial Alliance
Tradesk Securities, Inc.
Trilogy Real Estate Group
Triton Pacific Securities
U.S. Bancorp Investments Inc.
U.S. Energy Development Corporation
Ultimus Fund Solutions, LLC
UMB Bank, N.A.
UMB Fund Services
Urban Catalyst Funds
Walton Global Holdings, LLC.
Wealthforge Securities, LLC
WealthForge Technologies, LLC (Altigo)
(More registering daily)
OPENING NETWORKING RECEPTION
WHERE THE LOCALS GO. You are cordially invited to celebrate the successes and the growing opportunities that lie ahead for our industry at our opening networking reception on September 20. Acme Feed and Seed, housed in a national treasure built in 1890, features family recipes, local craft beer and live country music - ALL THE BEST OF NASHVILLE.
DUE DILIGENCE SYMPOSIUM PRESENTATIONS
Capitalizing on Post-Pandemic Megatrends
The COVID-19 pandemic sent shock waves through societies and economies around the world. What megatrends have emerged? We’ve seen an enduring desire for travel and new experiences and the need to share those experiences with friends and family. We’ve seen a premium placed on having more space, ease of living and affordability resulting in mass migration to several sun belt states, including Texas. Please join us to take a deeper dive into some of the post-pandemic megatrends and how investors may capitalize on them.
CEO & President, Braemar Hotels & Resorts;
Fund Manager, Ashford Inc.
C. Jay Steigerwald, III
President, Head of Distribution,
Vice President of Development,
Senior Vice President, Head of Business Development,
A Discussion with Cantor Fitzgerald: Accessing Institutional, Private Infrastructure
We are pleased to introduce Cantor Fitzgerald Sustainable Infrastructure Fund, the first closed-end interval fund to market focused primarily on private infrastructure. The Fund’s investment objective is to maximize total return, with an emphasis on current income, by investing in private institutional infrastructure investment funds as well as public infrastructure securities.
The investment strategy is centered around three global megatrends: (i) digital transformation, (ii) decarbonization, and (iii) the enhancement of aging infrastructure while also incorporating sustainability considerations to help address certain United Nations Sustainable Development Goals.
Interval funds can provide exposure to private investment opportunities typically available only to institutional investors. As a result, individual investors may gain exposure to a wide array of real assets strategies without giving up the potential benefits of a registered product.
President, Cantor Fitzgerald
CEO, Capital Innovations
Chris Milner, Head of Commercial Real
Estate Investment Management,
Cantor Fitzgerald Asset Management
The Golden Age of Multifamily Investing
In the modern era of commercial real estate (CRE) investing, the multifamily sector has generally outperformed the other major CRE sectors, with a notable increase in the sector’s cumulative return premium since the Financial Crisis. At the foundation of multifamily sector performance is a stable and essential asset that benefits from younger generations renting longer and increasing numbers of empty nesters downsizing to rental housing. With short-term leases (to hedge inflation), diversified tenancy (versus a handful of anchor tenants), low tenant improvement and capex requirements, high NOI-to-cash flow margins relative to other CRE sectors, and a deep capital pool due to Fannie and Freddie, multifamily continues to be an attractive asset class.
Chief Strategy & Investment Officer
SVP, National Accounts
Quality At Every Step: Cottonwood’s Philosophy For Multifamily Investing
Advisors and due diligence officers both understand the potential benefits from adding alternative investments with low correlations to a diversified portfolio. But in today’s market, how do you choose between the plethora of options available? At Cottonwood, our philosophy boils down to one simple concept: quality at every step. Adam Larson, Chief Financial Officer at Cottonwood Communities, will discuss Cottonwood’s philosophy, history, and future outlook, in addition to providing valuable insights on why an allocation to multifamily may be right for your advisors’ clients.
Chief Financial Officer
SVP Capital Markets,
Head of Product Strategy
The Real Estate Matters: Portfolio Diversification from a Global Real Estate Operator’s Perspective
With rising inflation, rising interest rates, the possibility of a recession, and global uncertainty, many investors may be looking for investment solutions to generate income, seek stable returns, and to capitalize on these economic trends. Please join Hines Global Income Trust’s management team for a discussion on current real estate market trends, why investor portfolios can benefit from global real estate, and case studies highlighting the benefits of local market knowledge in today’s environment.
Managing Director – Investments
Chief Operating Officer
Alternative Assets Fund by Inland Private Capital
Join Inland executive management for an overview of a growing and diverse product platform that includes our 721 exchange solution, the Inland Alternative Assets Fund. Also, learn how Inland seeks to provide investment product solutions to meet the ever-changing needs of today’s investors; from an income-producing REIT, to unique Reg D offerings, to compelling tax advantaged CRE offerings.
Denise Kramer, CFA
Senior Vice President of Investment Product Research
Senior Vice President – Investment Product Strategy
Out of Adversity Comes Opportunity!
Hear from CEO and Chairman, Corey Maple and Betsy Ward SVP of National Accounts about Legendary Capital’s product platform and how it is transforming investment activity in the hospitality space. We look forward to sharing with you meaningful updates regarding: • Legendary Capital’s Equity Preservation UPREIT (EPU) transactions, our patent-pending, accretive property contribution structure for Lodging Fund REIT III • Legendary Capital’s Accel QOF 2 offering, a new, unique and very compelling QOF program Legendary Capital has developed these investment strategies and vehicles to take advantage of investment opportunities in today’s hospitality industry. Hear about how we are doing that while we continue to Take Care of the Capital℠.
Chairman & CEO
Senior Vice President of National Accounts
Driving Outsized Returns by Opportunistically Taking Advantage of Dislocations within the Hospitality Industry
Join Peachtree’s CFO and Co-founder Jatin Desai for a discussion on the current challenges and opportunities within hospitality and other sectors of commercial real estate’s debt and equity markets. Peachtree continues to exploit market dislocations in both equity and debt markets across hospitality and other real estate sectors. In the debt markets, Peachtree has a competitive advantage to go higher in the capital stack, or fill the gap with mezzanine, preferred equity, etc. solutions to franchisors and borrowers who are fatigued from the pandemic, recovery, and recent recession. Peachtree also has been successful in working with its extensive banking relationship network to purchase notes at meaningful discounts. And while we do recognize that hotels have rebounded well in the last six months, we also believe lender, owner and borrower fatigue will further drive opportunities to buy hotels in the coming months. We will also be joined by Tim Witt the President of Peachtree’s newly formed DST program to discuss our DST strategy.
Chief Financial Officer
National Sales Director
President, DST Program
Sealy & Company Industrial Capabilities & L.P. Offerings
Sealy & Company, founded in 1946, is a fully integrated industrial real estate investment and operating firm. As a fourth-generation company, Sealy is a recognized leader in acquiring, developing, and redeveloping industrial/flex, regional distribution warehouse, e-commerce, last-mile delivery, and other industrial properties. Sealy’s foundation of long-term relationships has fortified its business model and contributed to its decades-long reputation for creating value for high-net-worth individuals and institutional investors. This presentation will walk viewers through the firm’s impressive track record and industry expertise, evidence supporting the historically consistent industrial real estate sector, and Sealy’s compelling past and present real estate investment offerings. Sealy Investment Securities is the managing broker-dealer for Sealy & Company sponsored investment offerings and is a member of FINRA and SIPC.
President & CEO,
Sealy Investment Securities
EVP – Business Development,
Sealy Investment Securities
Cell Tower Real Estate – Seamless Durability in a Time of Instability
Wireless connectivity is a ubiquitous, essential service in our lives, and it wouldn’t happen without cell tower real estate. The inelastic demand for connectivity along with credit-tenants like AT&T, Verizon and T-Mobile helps to provide consistent long-term cash flows…and ongoing 5G implementation is creating significant growth opportunities for the foreseeable future. Join our session to learn more about the attractive risk/return characteristics of this resilient sector and how it can help provide insulation from market and economic uncertainty.
Managing Director, CEO,
StratCap Wireless Group
EVP, Portfolio Manager,
StratCap Investment Management
HOTEL / LOCATION
Grand Hyatt Nashville
1000 Broadway, Nashville,
ROOM BLOCK HAS ENDED
Please contact the hotel directly for booking information
TRAVEL POLICY (Distribution Partner Attendees):
Limited to Firm Executives (who manage product approval), Due Diligence Officers, and RIAs only.
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 2 rooming nights 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.
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 hotel with a rooming list. You do not need to book your own room. 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 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.
** Attendance Requirements:
- Tue, September 20, 2022 – 11:30 AM to 9:30 PM CT
- Wed, September 21, 2022 – 7:30 AM to 6:30 PM CT
- Thur, September 22, 2022 – 7:30 AM to 1:30 PM CT