IPAVision 2016 brought the industry together in Chicago to offer an immersive and interactive program focused squarely on our industry’s future. Professionals from across the Direct Investment community gathered to network with their peers and work together toward our collective success and industry growth.


IPAVision 2016 | By the Numbers

1st Time Attendees
Broker-Dealer Firms
Committee Meetings

MESSAGE | From the Chairman

Thank you to everyone who participated in IPAVision 2016!  Our annual conference was rebranded this year as ‘IPAVision′, to remind us of our collective vision as members of the IPA: to run our businesses with discipline and character, with a focus on serving the investor.

Much has happened since we met together last year. The regulatory environment has been very difficult for our industry. The Department of Labor’s fiduciary rules were introduced in April. The entire industry is already feeling the effects, and many of the long-term implications may not be known for many years. FINRA RN 15-02 went into full effect this spring as well. While providing investors with more transparency should always be our goal, these regulations are creating short-term challenges as we provide more education under greater scrutiny. On NASAA’s proposed REIT concentration limits, once again we are working together to provide one voice in raising the issues that are vital to our industry. Your industry association is working tirelessly to inform and assist the regulators in formulating their policies.

While these changes have created turmoil and uncertainty, they have also allowed us to enter a period of dramatic innovation. Sponsors and broker-dealers are exploring new fund options and developing alternative structures. I am confident we will emerge from this time of transition even stronger.

A special thank you to all of those who attended this year; your engagement enables the IPA to continue its role as the leading advocate for the Direct Alternatives industry and for all of its members.


Tom Sittema
Chairman of the Board, IPA
Chief Executive Officer, CNL Financial Group 

Session Highlights

 Conference Recap Sponsored by

IPA Awards

 2016 IPA Award Recipients

Investment Program Association Honors Mark Goldberg with Lifetime Achievement Award


“Mark Goldberg has been a true leader and passionate advocate for the Direct Investments industry, and has demonstrated a tireless commitment to the IPA over a period of decades …”

 – Tony Chereso, President and CEO, Investment Program Association

Watch Video Presentation

Lifetime Achievement Award

Mark M. Goldberg
Investment Management, W. P. Carey, Inc. &
Chairman, Carey Financial, LLC

Service Award Winner

Todd Lockwood
SVP, Operations and Client Services
Cole Capital

Service Award Winner

Rosemarie Thurston
Alston & Bird LLP


Special Thank You to our 2016 Sponsors!