Institute for Portfolio Alternatives

Want to learn the latest on the SEC’s newly adopted Private Fund Adviser Rule? Join us today at 3pm for our Direct Insights Webinar Series, co-hosted with Baker McKenzie. There’s still time to register: ipa.com/events/the-secs-new-…

We’re hosting our annual IPAConnect Conference in Orlando, FL this November! Learn about the forefront of insights surrounding publicly registered products and strategies. Secure your spot today: ipa.com/connect2023-public-m…

Join us this Thursday, 10/12 for our Direct Insights Webinar Series, co-hosted with Baker McKenzie. Learn about the SEC’s newly adopted Private Fund Adviser Rule and how it will affect fund managers. Register here: ipa.com/events/the-secs-new-…

Our next event is right around the corner! Join us in Orlando, FL for our IPAConnect event with comprehensive product education, immersive discussions, and insightful presentations led by industry thought leaders. Register here: ipa.com/connect2023-public-m…

We’re pleased to announce our 2024 IPA Board of Directors. We’ve elected 11 new directors comprised of senior executive leaders from across the industry. Read more about our new Board of Directors here: prnewswire.com/news-releases…

Last week at IPAVision, we announced the recipients of the 2023 DEI Leadership Award, the 2023 Lifetime Achievement Award, and the 2023 Outstanding Service Awards. Congratulations to all of our honorees for their outstanding achievements!

Our final day of #IPAVision featured a panel on RIA’s, networking breaks, and our IPA Committee Meetings. Thank you to everyone who attended this year’s event, and we can’t wait to see you at the next one!

Wednesday’s #IPAVision sessions were filled with some fantastic and insightful conversations, like hearing how emotions play into investment decisions, the latest performance trends of the year, and how AI will shape the future of the alternatives industry.

"The alternatives conversation has changed. It was once seen as a luxury, now advisors have to talk about alts if they want to keep and grow their business." We loved the conversation at last night’s Alts Talk: Distribution Partner’s Perspectives panel!

Starting this morning off with Greg Davies’ fascinating keynote on the emotional behavior of investing. Later, we’ll hear from a panel on the latest investment industry trends, and another panel on how AI is impacting the future of alternatives. We can’t wait! #IPAVision2023

What a great first evening to this year’s IPAVision! We can’t wait to see everyone first thing tomorrow morning and kick off day two of our biggest event of the year. See you there!

Our biggest event of the year starts TOMORROW! Get ready for three days filled with the latest industry updates, renowned speakers, and great networking opportunities. Will we see you there? ipa.com/ipavision2023/

Thank you to our Advocate level sponsor, Mediant, for sponsoring this year’s IPAVision. Mediant delivers investor communications solutions, helping clients stay ahead of financial and regulatory challenges. Learn about their powerful solutions here: mediant.com/

Big thank you to Hines, an Advocate level sponsor for this year’s IPAVision. One of the largest real estate investors in the world, Hines provides actionable solutions to meet investors’ unique needs. Learn more here: hinessecurities.com/

IPAConnect Public Markets and Due Diligence Symposium will be in Orlando on November 13 -15! Gather with influential leaders for comprehensive product education, immersive discussions on the latest publicly registered offerings & more: tinyurl.com/bdzan5b7

Before you close out the week, make sure you register for IPAVision! You won't want to miss the opportunity to gather with hundreds of influential leaders from across the industry at our premier event of the year. There is still time to save your spot: ipa.com/ipavision2023/

Thanks to our Advocate level sponsor, @Computershare for sponsoring this year’s IPAVision. ComputerShare offers a full ecosystem of diversified financial and governance services to help you manage your business. Find out more: computershare.com/us

Thank you to our Advocate level sponsor, Griffin Capital for sponsoring this year’s IPAVision. Griffin Capital brings investor focused, outcome driven, real estate investor solutions to the industry. Find out more: griffincapital.com/

Our Vice President of Government Affairs and Associate General Counsel, Gina Gombar, recently had the opportunity to speak at the FactRight's 2023 Due Diligence Conference about policy issues and trends to watch in the alternatives space. Thanks for having us FactRight!

Big thank you to Broadridge, an Advocate level sponsor for this year’s IPAVision. Broadridge is a leader in fintech solutions, offering technology, data, and intelligence services. Learn how you can transform your business with Broadridge here: broadridge.com/