The Investment Program Association is pleased to present our Direct Insights webinar series. The series features industry leaders discussing regulatory and market developments as well as new and innovative client solutions. Topic suggestion? Contact us.
The IPA supports individual investor access to a variety of asset classes with low correlation to the traded markets and historically available only to institutional investors, including: lifecycle real estate investment trusts (REITs) and perpetual life REITs, lifecycle business development companies (BDCs), interval and closed-end funds, energy and equipment leasing programs and real estate private equity offerings. These portfolio diversifying investment (PDI) products have been held in the accounts of more than 3 million individual investors. They remain a critical component of an effectively balanced investment portfolio and serve an essential capital formation function for the U.S. economy. The mission of the IPA is to advocate for PDIs through education and public awareness.