May 19-21
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
Registration
Sponsorships
Hill Day
Venue
Sponsorship
Agenda
Sponsors
Attending Firms
Gallery
FAQs
DDS FAQS
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
Member Registration: $2,199
On-Site Member Registration: $2,399
Non-Member Registration: $5,499
Registration will be open in early 2027.
Private Banks/Broker-Dealers/RIAs/Family Offices
Due Diligence Symposium
Broker-Dealer/RIAs: Complimentary
Register now
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.
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.
Email tnilson@ipa.com with any questions.
Agenda at a glance
6:00 – 9:00 PM
Board Reception and Dinner
7:30 - 8:30 AM
IPA Board of Directors Breakfast (Invitation Only)
8:30 - 11:30 AM
IPA Board of Directors Meeting (Invitation Only)
10:00 AM
Registration Opens
11:30 AM - 12:15 PM
IPA Board of Directors Luncheon (Invitation Only)
11:30 AM - 12:15 PM
Due Diligence Symposium Lunch
(Private Banks, Broker-Dealers, RIAs, Family Offices, and Presenting Sponsors Only)
(Private Banks, Broker-Dealers, RIAs, Family Offices, and Presenting Sponsors Only)
12:15 - 2:15 PM
Due Diligence Symposium
(Private Banks, Broker-Dealers, RIAs, Family Offices, and Presenting Sponsors Only)
(Private Banks, Broker-Dealers, RIAs, Family Offices, and Presenting Sponsors Only)
1:30 - 2:30 PM
IPASummit Opening Day Networking Reception
Connect with the firms and leaders shaping the future of private market investments in this curated networking experience. Enjoy elevated hors d’oeuvres and refreshments while engaging with emerging strategies, technologies, and industry peers.
2:30 - 2:40 PM
Conference Welcome and Opening Ceremony
Anya Coverman
President and CEO, Institute for Portfolio Alternatives
Jason Goode
IPA Chair, Partner, Alston & Bird LLP
2:40 - 3:25 PM
Keynote Presentation: A Conversation with Hester Peirce, Commissioner, United States Securities Exchange Commission (SEC)
As the alternative investment market expands, regulatory oversight continues to evolve. In this session, SEC Commissioner, Hester Peirce, who was sworn in on January 11, 2018, will discuss current and emerging policy and regulatory issues at the Commission.
Hester M. Peirce
Commissioner, United States Securities and Exchange Commission
Moderator: Robert Bergdolt
Partner, DLA Piper
3:25 - 3:45 PM
Investing in America Award and Conversation with Chairman Tim Scott
Tim Scott
United States Senator, South Carolina
Anya Coverman
President and CEO, Institute for Portfolio Alternatives
3:45 - 4:25 PM
Keynote Presentation: A Conversation with Nathaniel Stankard, Executive Vice President and Chief of Staff of FINRA
The growing role of alternative investments in the wealth channel has intensified FINRA’s regulatory focus on the risks, responsibilities, and supervisory frameworks surrounding their use. In this keynote conversation, FINRA Executive Vice President and Chief of Staff Nathaniel Stankard will discuss the evolving oversight of alternatives, including emerging exam priorities, supervisory and due diligence expectations, distribution and communications standards, and key market-integrity considerations shaping the landscape.
Nathaniel Stankard
Executive Vice President and Chief of Staff, FINRA
Moderator: Blake Estes
Partner, Gibson Dunn
4:25 - 4:40 PM
Connect & Recharge Break Presented by Citco
4:40 - 4:45 PM
Industry Insights: Monroe Capital
Anton Marinchik
Managing Director, Monroe Capital
4:45 - 5:30 PM
Liquidity Lessons: What the Credit Boom Is Teaching Us About Semi-Liquid Structures
Private credit has been one of the fastest-growing areas of private markets, particularly as wealth channel access has expanded through semi-liquid and evergreen vehicles. As these products have scaled rapidly, recent redemption pressures in certain credit strategies have sparked broader industry conversations about liquidity management and investor expectations. This session will explore the lessons emerging from these developments and what they mean more broadly for private market structures. Panelists will examine how asset managers are aligning portfolio construction with redemption frameworks, how platforms and advisors are approaching liquidity expectations, and how the next generation of semi-liquid products may evolve across credit, infrastructure, real estate, and other private market strategies.
Moderator: Anton Marinchik
Managing Director, Monroe Capital
Bora Lim
Head of Hedge Fund & Alternative Credit Origination, Bank of America
Derek Schwartz
Senior Managing Director, National Sales, CION Investments
John Cole Scott
President, CIO, CEF Advisors
Daniil Shapiro
Director, Product Development, Cerulli Associates
5:30 - 6:15 PM
Global Perspectives: Structuring for International Expansion & Monitoring Market Trends
Alternative investment managers are increasingly evaluating opportunities beyond the United States, making it strategically important to understand how products are structured for global distribution and how investor priorities are evolving internationally. Building on momentum from the AltsGlobal Forum in London, this session will examine what leading firms are focusing on in terms of market positioning, access mechanics, and product design for cross-border applicability, including considerations around vehicle structuring across jurisdictions. Panelists will discuss what international investors are prioritizing, how U.S. managers are adapting product formats to reach new markets, and which global trends warrant attention as firms assess expansion strategies.
Moderator: Scott Napier
Executive Director, JP Morgan Global Alternatives
Mark DeSario
Chairman & Chief Executive Officer, Beacon Ridge Capital Management
Kyle Kniffen
Managing Director, Global Head of Alternatives for Third Party Wealth, Goldman, Sachs & Co.
Monica Gogna
Global Head of Financial Services Regulation & Asset Management, Squire Patton Boggs
James Wallace
Partner, Financial Services Regulatory, Simmons & Simmons
6:15 - 7:30 PM
IPASummit Opening Exchange Presented by CAIS
7:30 PM
IPASummit Dine Arounds
7:00 AM
Registration Opens
7:00 – 8:00 AM
Networking Breakfast & Exhibits
8:00 – 9:00 AM
IPASummit Capitol Hill Day Transfers
(Pre-registration required)
(Pre-registration required)
9:00 AM – 1:00 PM
IPASummit Capitol Hill Day
(Pre-registration required)
(Pre-registration required)
1:00 - 2:15 PM
Networking Lunch & Exhibits
IPA Educational Roundtables | 2:15 PM - 3:15 PM
Policy, Regulation, and the Future of Alternatives
Policy and regulatory developments continue to shape how alternative investments are distributed, structured, and accessed across the wealth, capital formation, and retirement landscape. This moderated discussion will feature perspectives from senior leaders at the U.S. Securities and Exchange Commission, including Sebastian Gomez Abero of the Division of Corporation Finance and Sarah ten Siethoff of the Division of Investment Management, offering insight into current priorities across private funds and registered fund products, including 1933 Act and 1940 Act offerings, as well as other emerging areas of focus. The conversation will explore key regulatory developments, evolving Commission priorities, access to private markets, and other issues shaping the future of alternatives.
Moderator: Jason Goode
IPA Chair, Partner, Alston & Bird LLP
Sebastian Gomez Abero
Deputy Director, Legal and Regulatory Policy, Division of Corporation Finance, U.S. Securities and Exchange Commission
Sarah ten Siethoff
Associate Director, Rulemaking Office, Division of Investment Management, U.S. Securities and Exchange Commission
National Accounts Roundtable
(For National Accounts Professionals Only)
(For National Accounts Professionals Only)
As the alternative investments landscape continues to expand, national accounts teams face unique challenges in managing distribution strategies, meeting client demands and staying ahead of evolving market trends. Designed exclusively for National Accounts professionals, this closed-door roundtable will provide a forum to address the most pressing issues impacting national accounts within the alts space. With a focus on shared experiences and actionable solutions, the discussion will offer valuable perspectives to help strengthen partnerships, drive growth, and enhance operational efficiencies.
Moderator: Brendan Pack
Head of National Accounts - Americas, Jefferies Credit Partners
Dev Desai
Head of Private Capital and Specialty Products, Wells Fargo
Mark Sutterlin
Head of Alternative Investments, Bank of America
Wealth, Allocator & Distributor Roundtable
Designed for private banks, broker-dealers, registered investment advisers, and family offices, this closed-door roundtable will explore how alternative investments are being integrated into client portfolios amid evolving market conditions and rising demand for differentiated sources of return. The discussion will focus on how firms are evaluating opportunities across private markets, structuring allocations, and navigating portfolio construction, risk management, and operational considerations. Participants will share perspectives on due diligence, governance, and implementation across a range of alternative strategies, while also considering how tax efficiency, regulatory oversight, and client suitability factor into decision-making.
Moderator: David Dickman
Managing Partner, Mindful Wealth
Moderator: Brad Sussman
Vice President, Raymond James
3:15 - 3:30 PM
Connect & Recharge Break Presented by Citco
3:30 - 3:40 PM
Welcome
Anya Coverman
President and CEO, Institute for Portfolio Alternatives
3:40 - 3:45 PM
Industry Insights: CION Investments
Derek Schwartz
Senior Managing Director, National Sales, CION Investments
3:45 - 4:30 PM
Administrative Action: Retirement Policy and Access to Private Markets
A robust discussion on the Department of Labor’s perspective on defined contribution plan policy and the evolving conversation around access to private market strategies in retirement plans. This session will address fiduciary standards, participant protections, and regulatory considerations shaping plan design and oversight. Attendees will gain timely insight into how administrative priorities may influence retirement investment access and long-term wealth-building opportunities for American workers.
Moderator: Kevin Walsh
Principal, Groom Law Group
Daniel Aronowitz
Assistant Secretary of Labor, Employee Benefits Security Administration, Department of Labor
4:30 - 4:45 PM
Connect & Recharge Break Presented by Citco
4:45 - 5:30 PM
The Precision Play: The Rise of Specialty Fund Structures
With the continued maturation of the alternative investment landscape, one-size-fits-all allocations are giving way to more precise, sector-specific strategies. Managers are increasingly designing specialty funds that target specific areas of opportunity—from infrastructure and asset-based finance to technology and other differentiated segments of private markets. Alongside this shift in strategy is a parallel evolution in fund structures. From holdco and opco vehicles to retail-oriented 3(c)(7) funds and other innovative formats, managers are developing products tailored to specific investor segments and distribution channels. This panel will explore the forces driving this move toward precision, how these structures are being used in practice, and what allocators, advisors, and platforms should understand as specialty funds become a more prominent part of private market portfolios.
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Moderator: Ben Wells
Partner, Simpson Thacher & Bartlett LLP
Kimberly Flynn
President, XA Investments
James Hannigan
Managing Director, Apollo Global Management
Courtney Janssen
Principal, Private Wealth Solutions, Blackstone
Irina Zilbergleyt
Managing Director, I Squared Capital, LLC
5:30 - 6:15 PM
Inside the Advisor Channel: How Wealth Firms Evaluate Alternatives Alongside Traditional Investments
The advisor channel continues to play an increasingly important role in the distribution of alternative investments. As access to private markets expands, advisors and wealth firms are increasingly evaluating how alternatives fit alongside traditional investments within client portfolios. Panelists will discuss how advisors compare private market strategies with traditional equity and fixed income exposures, what they look for in product design and manager relationships, and how alternatives are incorporated into portfolio construction. The conversation will also explore how advisors approach due diligence, client communication, and allocation decisions as private markets become a more prominent component of diversified portfolios.
Moderator: Matthew Malone
Head of Investment Management, Opto Investments
Patrick McGowan
Managing Director, Head of Alternative Investments and Manager Research, Sanctuary Wealth
Robert Picard
Head of Alternative Investments, Hightower Advisors
Karim Simplis
Director, Private Markets, Dynasty Financial Partners
Will Sterling
Partner, TritonPoint Wealth
6:15 - 7:30 PM
IPASummit Power Social Presented by Alchelyst
Close out the conference with an energizing reception designed to spark new connections and keep the momentum going. Join industry peers and partners for engaging conversation, relationship-building, and a dynamic finish to IPASummit.
7:30 PM
IPASummit Dine Arounds
7:00 AM
Registration Opens
7:00 – 8:30 AM
Breakfast
7:30 – 9:00 AM
Understanding the 1031, 721 & DST Market: Education, Market Opportunity and Diligence
The first session in the IPA 1031, 721 & DST Breakfast Series will begin with a presentation providing an overview of the 1031, 721 exchange, and DST landscape, followed by an interactive discussion. The session will focus on structuring, education, market intelligence, and best practices across due diligence, distribution, and operations. Participants will discuss key opportunities, market dynamics, evolving challenges, and opportunities to better support advisors and investors through education and coordinated approaches.
Mark Earley
Chairman, Ascentis Holdings
Taylor Garrett
President, Orchard Securities & Managing Partner, Mountain Dell Consulting
8:30 AM – 12:00 PM
Rising Leaders Program (Invitation only)
9:00 AM – 11:45 AM
Due Diligence Symposium
(Private Banks, Broker-Dealers, RIAs, Family Offices, and Presenting Sponsors Only)
(Private Banks, Broker-Dealers, RIAs, Family Offices, and Presenting Sponsors Only)
12:00 PM
Conference Concludes
IPASummit 2026 Sponsors
Due Diligence Sponsors
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Signature Partner
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Official Charity Partner
Media Sponsor
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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 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
Application Form
Thank you! Your submission has been received!
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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!
Event Gallery
Attending Firms
- 1776 Wealth LLC
- 400 Capital Management
- Accretive Wealth Management
- Accruit
- Adams Street Partners
- Advisors Asset Management
- AIAC Investment Group
- AllianceBernstein
- Alston & Bird LLP
- Ameriprise Financial
- Antares Capital
- Apax Partners
- Apollo Global Management
- Ares Wealth Management Solutions
- Ascents Holdings
- Baker & McKenzie LLP
- Bank of America
- BINAH Capital Group
- BlackRock
- Blackstone
- Blue Owl Capital
- Bluerock
- Bridge Investment Group
- Brookfield
- Cabot Lodge Securities, LLC
- CAIS
- Cambridge Investment Research Inc.
- Cantor Fitzgerald
- Capital Investment Companies
- Capital Square
- Capitalia Advisors LLC
- Capright
- Carlyle
- CEF Advisors
- Cerulli Associates
- Cetera Financial Group
- CIM Group
- CION Investments
- Citco Retail Alternative Fund Services (USA)
- Cleary Gottlieb Steen & Hamilton LLP
- Clifford Chance US LLP
- CNL
- Commonwealth/LPL
- Computershare
- Crosspoint Financial, LLC
- Deloitte & Touche LLP
- DLA Piper US LLP
- DTCC
- DWS RREEF Property Trust
- Dynasty Financial Partners
- Eagle Point Credit Management LLC
- Edward Jones
- EP Wealth Advisors
- EQT Partners Inc
- ExchangeRight
- Expect Miracles Foundation
- F. L. Putnam Investment Management Company
- FactRight, LLC
- Fidelity Investments
- FINRA
- First Eagle Investments
- Fortress Investment Group
- Forum Investment Group
- Franklin Templeton
- Future Standard
- General Partner, Inc.
- Gibson Dunn
- Global Wealth Management LLC
- Goldman Sachs Asset Management
- Golub Capital
- Griffin Capital Company, LLC
- Groom Law Group
- Harbor Investment Advisory
- Hightower Advisors
- Hines Private Wealth Solutions LLC
- HPS Investment Partners, LLC
- I Squared Capital
- iCapital
- Independent Financial Group
- Inland Real Estate Investment Corporation
- Integras Partners
- Invesco
- Invicta Capital LLC
- Jefferies
- Jefferies Credit Partners
- JLL Income Property Trust
- JP Morgan
- Kingswood U.S.
- KKR
- Kroll, LLC
- LaSalle Investment Management
- LODAS Markets
- LPL Financial
- Macquarie
- Magnolia Private Wealth
- Marathon Asset Management
- MassMutual
- Mindful Wealth LLC
- Monroe Capital
- Morgan Stanley Wealth Management
- Morrison Foerster
- Mountain Dell Consulting
- Nelson Mullins Riley & Scarborough, LLP
- New York Life
- NI Advisors
- Nobles & Richards, Inc.
- Nuveen
- Opto Investments
- Osaic
- Paul M. Wendee & Associates, LLC
- PGIM Real Estate
- Pinnacle Capital Group
- Principal Asset Management
- Raymond James
- Redbrick LMD, LLC
- REITup Advisers
- Revere Securities LLC
- Robert A. Stanger & Co., Inc.
- Sagard
- Sanctuary Wealth
- Sightbridge Capital Partners
- Signature Wealth Group
- Simmons & Simmons
- Simpson Thacher & Bartlett LLP
- Snyder Kearney, LLC
- Southern California Wealth Management Associates, LLC
- Squire Patton Boggs (UK) LLP
- SS&C Technologies
- Stambaugh Law, LLP
- Stockbridge
- Strategic Blueprint, LLC
- Sun Life Capital
- Synergy Wealth Management
- T.Rowe Price
- The Inland Real Estate Group
- TritonPoint Wealth
- UBS Financial Services
- Ultimus Fund Solutions, LLC
- Vanguard
- Vigilant
- Vistra Fund Solutions
- Wealthforge Securities
- Wells Fargo
- Williams Mullen
- XA Investments
- Xanadu Capital, LLC
General FAQs
What is the difference in registration rates for this event?
Are meals included with registration?
Does IPASummit offer Continuing Education (CE) credits?
What is the event dress code?
Who do I contact if I have an accessibility request?
How do I become a sponsor of IPASummit?
What dining options are available at the hotel and in the local area?
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).
What is the format of the Due Diligence Symposium?
What are the expectations for Asset Managers?
What are the expectations for Distribution Partners?
Travel Reimbursement Policy
What do Distribution Partners receive for participating in the DDS?