April 29–May 1

Washington, D.C.

A leading event for the alternative investments industry in Washington, D.C., this gathering explores critical business, operational, and legal issues while connecting members with key regulators and legislators. It also features IPA’s Capitol Hill Lobbying Day, offering members the opportunity to meet influential policymakers and Congressional leaders in person.

overview

The Premier Advocacy Event of the Year

Thank you for joining us at IPASummit 2025. Links to our event image gallery and presentations are available here:

IPASummit Photo Gallery


Kevin Gannon | Keynote Presentation Slides

A leading event for the alternative investments industry in Washington, D.C., this gathering explores critical business, operational, and legal issues, bringing together regulators, policymakers, and Congressional leaders to discuss key business topics.

We are also excited to host a day on Capitol Hill, lobbying with members of Congress to advance critical initiatives as part of our in-person Capitol Hill Day. Come to build or deepen your relationships, grow your client base, and make a difference in Washington.

IPASummit is the go-to industry event for leading expertise and substantive knowledge on alternative investments.

Event Registration

IPA Members & Non-Members

General Registration
Early Bird: $1,999
Member Registration: $2,199
On-Site Member Registration: $2,399
Non-Member Registration: $5,499
Early bird registration rate expires on February 27, 2026.
Register now
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Private Banks/Broker-Dealers/RIAs/Family Offices

Due Diligence Symposium
Broker-Dealer/RIAs: Complimentary
Register now
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Sponsorship Opportunities

Amplify Your Reach Among Industry Decision-Makers.

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.
Event Details

Capitol Hill Day

We invite you to participate in IPA's Capitol Hill Day on Thursday, April 30, an essential opportunity to advocate for the continued growth of the alternative investments industry. During this event, we will meet with lawmakers to discuss critical issues such as tax policy, regulatory challenges, and the steps needed to ensure a thriving future for our sector.

IPA will provide transportation, ensuring a seamless experience as we work together to drive meaningful change. Participants will also have the chance to be part of a group photo and contribute to content that highlights our collective efforts.

Your involvement is crucial in shaping the policies that affect our industry’s success. We look forward to your participation in this important day of advocacy.

To join IPA's Capitol Hill Day, please make sure to register by Wednesday, April 16.

For questions, please contact IPA's Tracey Nilson at tnilson@ipa.com.
hotel & location

Conrad
Washington, D.C.

With an art-forward approach to contemporary luxury, the Conrad invites you to experience DC through the lens of a local resident of the District and enjoy the culture and color that makes our nation’s capital one of the most incredible cities in the world.
Please confirm your reservation before our Thursday, April 9 deadline.

For additional details, please contact IPA's Tracey Nilson at
tnilson@ipa.com.

Agenda at a glance

6:00 – 9:00 PM
Board Reception and Dinner
7:00 AM
Registration Opens
7:30 – 8:30 AM
Board Breakfast (Invitation only)
8:30 – 11:30 AM
IPA Board of Directors Meeting (Invitation only)
11:30 AM – 12:30 PM
Board Luncheon (Invitation only)
11:15 am – 12:00 PM
Due Diligence Symposium Lunch
(Closed to Private Banks, Broker-Dealers, RIAs, and Family Offices)
12:00 – 2:45 PM
Due Diligence Symposium
(Closed to Private Banks, Broker-Dealers, RIAs, and Family Offices)
2:00 – 3:00 PM
IPASummit Opening Day Networking Reception
3:00 – 3:15 PM
Conference Welcome and Opening Ceremony
Anya Coverman
President and CEO, Institute for Portfolio Alternatives
3:15 – 3:45 PM
Investing in America Award Ceremony and Remarks
3:45 – 6:30 PM
General Sessions
6:30 – 8:00 PM
IPASummit Opening Exchange
8:00 PM
IPASummit Dine Arounds
7:00 AM
Registration Opens
7:00 – 8:00 AM
Networking Breakfast and Exhibits
8:00 – 9:00 AM
IPASummit Hill Day Transfers
(Pre-registration required)
9:00 AM – 1:00 PM
IPASummit Hill Day
(Pre-registration required)
1:00 – 2:15 PM
Networking Lunch and Exhibits
2:15 – 3:15 PM
Breakout Sessions
3:15 – 3:30 PM
Networking Break and Exhibits
3:30 – 6:15 PM
General Sessions
6:15 – 7:30 PM
IPASummit Power Social
7:30 PM
IPASummit Dine Arounds
7:00 AM
Registration Opens
7:00 – 8:30 AM
Due Diligence Symposium Breakfast
(Closed to Private Banks, Broker-Dealers, RIAs, and Family Offices)
8:00 AM – 12:15 PM
Due Diligence Symposium
(Closed to Private Banks, Broker-Dealers, RIAs, and Family Offices)
8:30 AM – 12:00 PM
Rising Leaders Program (Invitation only)
12:15 PM
Conference Concludes

IPASummit 2025 Due Diligence Sponsors

Event Details

Capitol Hill Day

We invite you to participate in IPA's Capitol Hill Day on Thursday, May 1, an essential opportunity to advocate for the continued growth of the alternative investments industry. During this event, we will meet with lawmakers to discuss critical issues such as tax policy, regulatory challenges, and the steps needed to ensure a thriving future for our sector.

IPA will provide transportation, ensuring a seamless experience as we work together to drive meaningful change. Participants will also have the chance to be part of a group photo and contribute to content that highlights our collective efforts.

Your involvement is crucial in shaping the policies that affect our industry’s success. We look forward to your participation in this important day of advocacy.

To join IPA's Capitol Hill Day, please make sure to register by Wednesday, April 23.

For questions, please contact IPA's Tracey Nilson at tnilson@ipa.com.
IPA Summit Hill Day

A powerful industry advocate

The IPA is on the leading edge of the policy and regulatory issues that directly affect the alternative investments industry. You’ll not only have inside access to real-time intelligence at the local, state and federal levels, but also have the exclusive opportunity to spend an immersive afternoon actively engaging with members of Congress on Capitol Hill.

Sign up today
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Due Diligence Symposium

IPASummit's Due Diligence Symposium (exclusively for broker-dealers and RIAs) is an opportunity to leverage the insights of key executives from leading investment sponsors in an intimate, small-group format. Space is limited - register now!

Product Due Diligence

Participate in small-group discussions on current and future offerings from leading asset managers.

Market Updates

Review the latest investment strategies and updated approaches to wholesaling and distribution.

Networking

Connect with like-minded professionals on emerging trends, investor sentiment, product innovation and industry growth.
sponsor now

Sponsorship Opportunities

The IPA is looking forward to one of its most engaging and interactive conferences of the year. As an IPA event sponsor, your organizationwill receive maximum visibility and promotion through a variety of marketing materials, member communications, event signage and social coverage. Don't miss this exclusive opportunity for marketing exposure throughout the event.
For more information on sponsorships, email Megan Gavin or call (202) 548-7187. Or schedule a meeting to discuss how an IPA Sponsorship can benefit your firm!

Attending Firms

  • Accretive Wealth Management
  • Adams Street Partners
  • Alston & Bird LLP
  • Ameriprise Financial
  • Apollo Global Management
  • Ares Wealth Management Solutions
  • Ashford Inc.
  • Ashford Securities, LLC
  • AssetMark
  • Avantax Wealth Management
  • Baker & McKenzie LLP
  • Bank of America
  • BGO
  • BlackRock
  • Blackstone
  • Bluerock
  • Broadridge Financial Solutions, Inc.
  • Brookfield Oaktree Wealth Solutions
  • Cabot Lodge Securities, LLC
  • CAIS
  • Cantor Fitzgerald
  • Capital Investment Companies
  • Capital Square
  • Capright
  • Carter Funds
  • Cerulli Associates
  • Cetera Financial Group
  • Chauner Securities, Inc.
  • CIM Group
  • Clarion Partners
  • CNL
  • Commonwealth Financial Network
  • Computershare
  • Core Spaces
  • Deloitte & Touche LLP
  • DST Systems, Inc.
  • DTCC - AIP
  • Dynasty Financial Partners
  • Eagle Point Credit Management LLC
  • Edward Jones
  • Elevate.Money, Inc.
  • Emerson Equity, LLC
  • Ernst & Young, LLP
  • EY-Parthenon
  • FactRight, LLC
  • Fidelity
  • Forum Investment Group
  • FINRA
  • Franklin Templeton Alternative Investments
  • General Partner, Inc.
  • Global Wealth Management LLC
  • Goldman Sachs Asset Management
  • Griffin Capital Company, LLC
  • Groom Law Group
  • Hartfield Financial & Insurance Services, Inc.
  • Hightower Advisors
  • Hines Securities, Inc.
  • HPS Investment Partners, LLC
  • I Squared Capital
  • IBN Financial Services, Inc.
  • iCapital
  • Inland Real Estate Investment Corporation
  • Integras Partners
  • Integrity Financial Corporation
  • Invesco
  • InvestCloud
  • Invicta  Capital, LLC
  • JLL Income Property Trust
  • Kunzman  & Bollinger, Inc.
  • LaSalle Investment Management
  • LPL Financial LLC
  • Magnolia Private Wealth
  • Mindful  Wealth LLC
  • Monroe Capital
  • Morgan Stanley
  • MSCI
  • MSF Capital Advisors
  • Nelson Mullins Riley & Scarborough LLP
  • New York Life
  • NexPoint
  • Nobles & Richards, Inc.
  • Nuveen
  • Pinnacle Capital Group
  • PitchBook
  • RCM Investments
  • Redbrick LMD, LLC
  • Robert A. Stanger & Co., Inc.
  • Sanctuary
  • SEI Global Services, Inc
  • Simons Financial Network
  • Snyder Kearney, LLC
  • SS&C Technologies, Inc.
  • Stockbridge
  • The Bowman Law Firm, LLC
  • The Inland Real Estate Group
  • The Strategic Financial Alliance
  • Time Equities, Inc.
  • Ultimus Fund Solutions, LLC
  • United States Securities Exchange Commission
  • VISTRA
  • WealthForge
  • WhiteStar Advisors
  • Willis Johnson & Associates
  • WisdomTree
  • XA Investments

General FAQs

Due Diligence
Symposium FAQs

As part of the IPA’s Commitment to connecting Asset Managers and Distribution Partners, each of our events includes a Due Diligence Symposium (DDS). This unique opportunity allows Asset Managers to introduce their firms to Distribution Partner members in a focused, private setting. These symposia enable small-group meetings, ensuring that Asset Managers connect with all participating Distribution Partners during the conference. Sponsorship provides Asset Managers access to the DDS, but spaces are limited to ensure meaningful engagement and we encourage you to sign up today to become a DDS Sponsor. The DDS is open to Distribution Partners from wire houses, independent broker-dealers, family offices, and registered investment advisors (RIAs).