November 10-12

London, U.K.
The IPA’s first international conference will bring together top leaders in the alternative investments industry to explore innovations and strategies for reaching investors and expanding business opportunities across borders. This event will tackle key challenges in building and distributing alternative products in global markets while fostering connections among executives shaping the industry’s future.

The conference welcomes portfolio managers, investment managers, fund managers, wealth managers, financial advisers, private banks, fund platforms, legal and accounting firms, and industry consultants looking to engage in the global alternative investments landscape.

September 23–26

Conrad Hotel, Orlando, FL

There's still time to secure your spot today!

Register now
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Join us as we shape the global conversation on alternative investments

Connect with leading portfolio and investment fund managers, wealth managers, financial advisors, private banks, fund platforms, law firms, consultants and other key players as the global alternative investments community gathers in London.
Press Release
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We are excited to welcome you to our first international event this November. Please fill out the form below to learn more details on registration, sponsorship, and the venue, and our team will be in touch with you shortly.
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Keynote Speaker Presentations

Registered attendee from IPAVision can access presentations by clicking the link below. Please use the password that was provided to you via email. For technical assistance, please contact us at marcomm@ipa.com.

Agenda at a glance

4:00 pm
Registration Opens
5:30 pm
Opening Reception/Dinner
8:00 am
Registration Opens
8:00 - 9:00 am
Networking Breakfast
9:00 - 9:15 am
Welcome
Anya Coverman
President & CEO,
Institute for Portfolio Alternatives 
9:15 - 9:45 am
Navigating Global Currents: Alternatives in a Shifting Economic and Regulatory Climate
In today’s volatile global environment, alternative investments are facing new challenges and opportunities shaped by shifting geopolitics, divergent regulatory regimes, and evolving macroeconomic forces. This high-level opening session sets the stage with a real-time, regionally informed look at how economic policy, capital flows, and investor sentiment are being reshaped across the Americas, Europe, Asia, and the Gulf. Speakers will explore how fund structures, investor access, and compliance requirements are adapting to inflationary pressures, interest rate fluctuations, and increased regulatory scrutiny. This panel will provide attendees with a clear view of today’s risk environment and the operational, business and regulatory considerations that fund managers, platforms, and allocators must navigate to scale across borders.
9:45 - 10:30 am
General Session 1: Legal Frontiers in Global Alternatives: Structures, Tokenization, and Regulatory Divergence
As alternative investments become increasingly globalized and digitalized, legal frameworks are racing to keep pace with innovation. This session will examine the evolving legal and regulatory considerations that asset managers must navigate when structuring funds, offering digital assets, and scaling across jurisdictions. With a focus on Europe and emerging markets, panelists will explore how fund vehicles like LTIFs, Luxembourg Part II UCIs, and other registered structures are enabling cross-border capital formation—and how their adoption is diverging from US frameworks. The discussion will also cover the legal implications of tokenized investment products and digital platforms, including smart contract enforceability, custody standards, investor protection, and jurisdictional gaps.
10:30 - 11:00 am
Networking Break
11:00 - 11:45 am
General Session 2: Enhancing Retirement Portfolios: The Growing Role of Alternative Investments in the UK, EU, and Australia
As demographic shifts, market volatility, and inflation concerns challenge traditional retirement planning, alternative investments are becoming an essential component of long-term portfolio construction across global pension and retirement systems. This session explores how the UK, EU, and Australia are integrating private markets into defined contribution (DC) and defined benefit plans, and what lessons can be learned from each region’s policy frameworks and investor behavior. Experts will discuss regulatory developments that are enabling greater access to alternatives in retirement accounts, including efforts to modernize portfolio allocation rules, the role of illiquidity premiums, and how fiduciary standards are evolving. The conversation will also address the growth of multi-asset and target-date solutions that incorporate alternatives, as well as the operational and communication hurdles that asset managers and plan sponsors face when implementing these strategies.
11:45 AM - 1:00 pm
Networking Lunch
1:00 – 1:45 pm
General Session 3: Global Access: Unlocking Private Markets for the Private Wealth Channel
As private wealth investors increasingly seek exposure to private markets, asset managers and distributors are expanding their reach across borders to meet demand. This session explores how firms are building scalable, compliant, and investor-friendly pathways to private equity, private credit, and real assets for high-net-worth individuals and family offices around the world. Panelists will examine key considerations for accessing private markets on an international scale—including jurisdictional structuring, distribution regulations, and investor education. The conversation will also highlight the evolving role of technology, partnerships with global platforms, and how firms are tailoring strategies to local investor behaviors while maintaining global standards.
1:45 – 2:30 pm
General Session 4: Tax Frontiers: Cross-Border Structuring and U.S. Optimization for Global Investors
As the global footprint of alternative investments expands, fund managers and investors must navigate increasingly complex international tax landscapes. This expert-led session will explore how to optimize global tax exposure for international investors and unpack best practices for structuring cross-border alternative investment funds. Speakers will address evolving tax treaties, the impact of BEPS Pillar Two, and how GP/LP structures are adapting to regulatory shifts. Panelists will also compare offshore and onshore fund domiciliation to help participants evaluate the optimal structuring choices for today's global capital flows.
2:30 – 3:00 pm
Afternoon Tea
3:00 – 3:45 pm
General Session 5: Investing in U.S. Real Assets and Alternatives: Quirks, Pitfalls, and Cross-Border Insights
The US continues to attract global capital across real estate, infrastructure, credit, and private equity, but navigating the landscape requires more than just business acumen—it also demands a solid understanding of legal, tax, and regulatory frameworks. This session will explore the investment opportunities and strategies within these key asset classes while also addressing the critical legal and compliance considerations that come into play. Experts will discuss how to structure deals, mitigate risks, and address jurisdictional quirks, all while ensuring a smooth alignment with regulatory requirements. With a comparative lens on multiple asset classes, attendees will gain actionable insights into maximizing returns in US markets while managing cross-border complexities.
3:45 – 4:30 pm
General Session 6: International Fundraising and Distribution: What’s Next for Private Market Access in the UK, EU and Beyond.
Private market access is undergoing a global transformation as demand from institutional and high-net-worth investors accelerates, with key developments in the UK, EU, and other major markets. This session will explore how wealth managers, financial advisors, and private banks are evolving their distribution models, and how new access vehicles—such as interval funds, evergreen structures, and private listed companies—are shaping the future of fundraising. Speakers will delve into the challenges of navigating diverse financial landscapes, including jurisdictional barriers, investor segmentation, and regulatory hurdles across regions. The discussion will also highlight how private market providers are adapting their due diligence, client onboarding, and product design to meet the evolving needs of the global wealth ecosystem.
4:30 – 6:00 pm
Closing Reception
6:00 pm
Dine Arounds
7:30 AM
Registration Opens
7:30 - 8:30 AM
Networking Breakfast
8:30 – 8:45 AM
Welcome
Anya Coverman
President & CEO,
Institute for Portfolio Alternatives 
8:45 - 9:15 am
Closing Keynote Presentation : The Next Decade in Global Alternatives: Risks, Opportunities, & Innovation
As the alternative investment industry looks to the future, new demographic, technological, and policy forces are poised to reshape portfolio construction, investor access, and asset class performance. This forward-looking dialogue will examine where the industry is heading over the next 10 years—and how managers, investors, and platforms can prepare for a dramatically different investment landscape. Speakers will share bold predictions for the future of infrastructure, private credit, and real estate, as well as insights into how regulatory reform, capital reallocation, and digital innovation will shape global capital markets. From AI and tokenization to generational wealth transfer and the rise of retail participation, this session will synthesize global trends and innovation signals into a strategic vision for the decade ahead.
9:15 – 10:00 am
General Session 7: The Future of Operations in Alternatives: Infrastructure, Innovation, and Global Complexity
Operational infrastructure is the backbone of global private markets—and it’s being tested like never before. As fund managers, platforms, and intermediaries expand into new jurisdictions, they must contend with fragmented regulatory regimes, manual processes, and rising investor expectations. This session explores how top firms are building operational models that are scalable, tech-enabled, and resilient in the face of regulatory scrutiny and cross-border complexity. Panelists will highlight the technologies, service providers, and platform models enabling greater standardization in onboarding, reporting, and fund servicing—especially in multi-jurisdictional environments. The conversation will also tackle legal and compliance friction at the intersection of fintech and alternatives, from oversight of digital distribution platforms to the operational challenges posed by tokenization and secondary trading.
10:00 – 10:15 am
Networking Break
10:15 – 11:00 am
General Session 8: Secondaries as a Global Source of Liquidity in a Volatile Market
In an environment marked by elevated interest rates, tighter capital conditions, and macroeconomic uncertainty, secondary markets are emerging as a critical tool for liquidity, portfolio rebalancing, and strategic repositioning across the global alternatives ecosystem. This session will explore the evolving role of secondaries in diverse international markets. Experts will discuss current pricing dynamics, buyer and seller motivations, and the growing sophistication of GP-led transactions and continuation funds, with insights from both developed and emerging markets. Attendees will gain a comprehensive understanding of how institutional and private wealth investors worldwide are leveraging secondaries to manage risk, access quality assets, and unlock capital in a challenging fundraising environment.
11:00 – 11:45 am
General Session 9: Smart Money: Artificial intelligence (AI) and the Future of Global Alternative Investments
As the alternative investment industry looks to the future, new demographic, technological, and policy forces are poised to reshape portfolio construction, investor access, and asset class performance. This forward-looking dialogue will examine where the industry is heading over the next 10 years—and how managers, investors, and platforms can prepare for a dramatically different investment landscape. Speakers will share bold predictions for the future of infrastructure, private credit, and real estate, as well as insights into how regulatory reform, capital reallocation, and digital innovation will shape global capital markets. From AI and tokenization to generational wealth transfer and the rise of retail participation, this session will synthesize global trends and innovation signals into a strategic vision for the decade ahead.
11:45 am
Conference Concludes

Agenda at a glance

Monday, November 10, 4:00 - 7:00 PM
Welcome and Opening Reception

Tuesday, November 11, 8:00 - 7:00 PM

Opening Address, General Sessions and Reception

Wednesday, November 12, 7:30AM - 12:00PM

General Session and Closing Address

More Details Coming Soon.

Event Registration

Registration Fees

General Sessions
Standard Registration Rate: $2,800*
Distributors/Banks/Advisors: Complimentary
*Inclusive of 20% VAT, currency exchange and processing fees.
Register now
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The Venue

The Langham Hotel London

Since 1865, The Langham, London has set the standard for refined hospitality. As Europe’s first “Grand Hotel,” it pioneered a new era of luxury and remains one of the world’s most iconic destinations.

Located in London's West End, it offers access to the city's financial and cultural hubs.

With world-class dining and elegant meeting spaces, The Langham provides timeless elegance, innovation, and distinguished service.

This exceptional venue is the perfect setting for IPA’s inaugural international conference, offering an inspiring environment for industry leaders to connect, collaborate, and shape the future of alternative investments. IPA is proud to welcome guests to this landmark event in such a distinguished setting.

IPAVision 2024 Due Diligence Sponsors

IPAVision 2025 Event Sponsors

sponsor now

Sponsorship Opportunities

The IPA is excited to host one of its most engaging and interactive conferences of the year. As an event sponsor, your organization will gain maximum visibility and promotion through various channels, including marketing materials, member communications, event signage, and social media coverage. Don't miss this exclusive opportunity to enhance your marketing exposure throughout the event.
For more information on sponsorships, email Megan Gavin or call (202) 548-7187.

Attending Firms

  • Accordant
  • Accretive Wealth Management
  • Accruit
  • Adams Street Partners
  • Alliance 160, LLC
  • Alston & Bird LLP
  • American Trust Investment Services
  • Ameriprise Financial
  • AOG Wealth Management
  • Apollo Global Management, LLC
  • Ares Wealth Management Solutions
  • Arete Wealth Advisors
  • Arkadios Capital
  • Ashford Securities, LLC
  • Avantax
  • Axxes Capital LLC
  • Baker & McKenzie LLP
  • Bank of America
  • Beacon Ridge Capital Management
  • Berthel Fisher & Company Financial Services Inc.
  • BlackRock
  • Blackstone
  • Blue Owl Capital
  • Bluerock
  • Bourbon Financial
  • Bridge Investment Group
  • Broadridge Financial Solutions, Inc.
  • Brookfield Oaktree Wealth Solutions
  • CAIS
  • Calamos Investments
  • Cambridge Investment Research Inc.
  • Cantor Fitzgerald
  • Capital Markets IQ, LLC
  • Capital Square
  • Capright
  • Carter Funds
  • Cerity Partners
  • Cetera Financial Group
  • CFG Wealth Management
  • Charles Schwab & Co, Inc.
  • CIM Group
  • CION Investments
  • Clarion Partners
  • CNL
  • Cohen & Steers
  • Colliers International
  • Commonwealth Financial Network
  • Computershare
  • Core Spaces
  • Cottonwood Communities
  • Daphne
  • Deloitte & Touche LLP
  • DLA Piper US LLP
  • DTCC - AIP
  • DWS RREEF Property Trust
  • Dynasty Financial Partners
  • Eagle Point Credit Management LLC
  • Edward Jones
  • Emerson Equity, LLC
  • EQT Partners, Inc.
  • ExchangeRight Real Estate, LLC
  • FactRight, LLC
  • Fidelity Investments
  • First Eagle Investments
  • First Trust Portfolios, L.P.
  • Fortress Investment Group
  • FourStar Wealth Advisors
  • Franklin Templeton Alternative Investments
  • FS Investments
  • GCB Private Wealth
  • Gladstone Securities
  • Golub Capital
  • Great Lakes Fund Solutions, Inc.
  • Griffin Capital Company, LLC
  • Groom Law Group
  • High Tower Advisors
  • Hines Securities, Inc.
  • Humphreys Capital
  • IBN Financial Services, Inc.
  • iCapital
  • Independent Financial Group, LLC
  • Inland Real Estate Investment Corporation
  • Insight Partners
  • Integras Partners
  • Invesco Real Estate
  • iownit
  • J.P. Morgan Asset Management
  • JLL Income Property Trust
  • Kennedy Lewis Investment Management
  • KKR & Co. (Kohlberg, Kravis, Roberts & Co.)
  • Kunzman & Bollinger, Inc.
  • LaSalle Investment Management
  • LODAS Securities, LLC.
  • LPL Financial LLC
  • Magnolia Private Wealth
  • Megatel Capital Investments
  • Merchants Capital Trust
  • Mindset
  • MLG Capital
  • Monroe Capital
  • Morgan Stanley
  • Morgan Stanley Wealth Management
  • Morgan, Lewis & Bockius LLP
  • Morningstar
  • Morris, Manning & Martin, LLP
  • Morrison & Foerster LLP
  • Nelson Mullins Riley & Scarborough LLP
  • NexPoint
  • NI Advisors
  • North Capital
  • Nuveen
  • Opto Investments
  • Orchard Securities
  • Osaic
  • Oxford Funds, LLC
  • Pacific Oak Capital Markets
  • Peachtree Group
  • PGIM Real Estate
  • Phoenix American
  • Pinnacle Capital Group
  • Preferred Capital Securities
  • Principal Asset Management
  • Private Advisor Group
  • RAIS
  • Raymond James Financial
  • Real Assets Adviser
  • Redbrick LMD, LLC
  • Robert A. Stanger & Co., Inc.
  • S2 Capital
  • Sanctuary Wealth
  • SCOPUS Financial Group
  • Sealy Investment Securities, LLC
  • SEI Global Services, Inc.
  • Seyfarth Shaw LLP
  • Simpson Thacher & Bartlett LLP
  • Skyway Capital Markets
  • Snyder Kearney, LLC
  • SS&C Technologies, Inc.
  • Starwood Real Estate Income Trust, Inc.
  • Stockbridge
  • Strategic Blueprint, LLC
  • Synergy Private
  • The Bowman Law Firm, LLC
  • The Ellis Insight
  • The Strategic Financial Alliance
  • Thornhill Securities, Inc.
  • Tiburon Strategic Advisors
  • Time Equities, Inc.
  • Tobin & Company
  • Trilogy Real Estate Group
  • Triton Pacific Securities
  • UBS
  • Ultimus Fund Solutions, LLC
  • UMB Fund Services
  • Venable LLP
  • Wealthforge
  • Wilbanks Partners LLC
  • Sponsorship Opportunities

    Amplify Your Reach Among Industry Decision-Makers.

    We invite you to become a sponsor of the inaugural IPA AltsGlobal and be part of our vibrant community. This opportunity allows you to connect with a diverse and influential audience, increase brand recognition, and build valuable relationships with leading professionals, sponsors, distribution partners, and industry decision-makers who are shaping the future of alternative investments.