Capabilities

The Investment Program Association (IPA) was formed in 1985 to provide the direct investment industry with effective national leadership. Over the years, the IPA has successfully championed the growth of these investment products which have increased in popularity with financial professionals and investors alike. Today, the IPA is the leading advocate for the inclusion of direct investments in a diversified investment portfolio. The mission of the IPA is to advance the unique benefits of direct investments.

Capabilities Brochure (2.0 MiB)

The IPA provides:

interaction with other direct investment sponsors, broker-dealers and service providers
insight into current industry trends and changes
education focused on the value of direct investment programs
industry conferences addressing current economic, regulatory and market conditions
productive networking opportunities

IPA membership includes sponsors of non-traded REITs, energy programs, equipment leasing programs, limited partnerships, managed futures funds and the broker-dealers and service providers who promote and support these programs.

IPA membership offers you access to a number of important resources:

The IPA fosters a culture of collaboration among professionals with diverse careers, interests and perspectives to motivate industry confidence, change and growth.
The IPA Code of Conduct holds every member to the highest standards of professionalism and integrity.
IPA committees produce studies, develop best practices, write white papers and issue regulatory comment letters designed to shape the direct investment industry.
IPA members are committed to their industry as demonstrated by the more than 200 industry professionals that serve on twelve different IPA committees.

Experts in direct investment education present a wide range of conference programs, panel discussions, training opportunities and membership conference calls. The IPA relies on the collective experience and expertise of its members to provide support for:

the growth of the direct investment industry
the belief that there should be an appropriate allocation to direct investments in a well diversified portfolio.
a positive regulatory environment for sponsors,
broker dealers, financial advisors and investors

Media Center

Job Opening at the IPA: Education Director February 3, 2012
The IPA is looking to hire an Education Director. The Education Director will work closely with the association’s Education Committee to grow the market of financial advisors selling Direct Investment products, including Non--Listed REITs, Oil and Gas Partnerships, Private Placements, Equipment Leasing, and Managed Futures. This individual will be primarily […]
IPA Webmaster
January 2012 IPA/FINRA Annual Meeting Recap February 3, 2012
On Monday, January 30th, an IPA board designated team met with members of FINRA for the annual strategy meeting. The primary objectives were to support the positive relationship between the IPA and FINRA, and to learn about FINRA’s priorities for 2012. Please log into the IPA members only site to view the full notes from […]
IPA Webmaster
Non-traded REITs face tough scrutiny January 19, 2012
InvestmentNews editor Bruce Kelly recently spoke with IPA CEO and President Kevin Hogan, as well as several other IPA-member representatives, to learn more about what to expect in the Non-Listed REIT industry during the upcoming year. Kelly outlined some of the largest industry events of the past year and provided an in-depth look into the […]
IPA Webmaster