September 17-19
Boston, MA
IPAVision stands as the leading event for the alternative investments industry, bringing together top executives for dynamic discussions, networking, and exploration of emerging trends. With a focus on innovation, industry insights, and technological advancements, it provides a platform for attendees to engage with thought leaders and discover the latest tools shaping the future of alternative investments. IPAVision is a must-attend event for those looking to stay ahead in a rapidly evolving sector.
overview
Join us in Boston for the industry’s premier event.
Join us at IPAVision 2025, the premier industry event of the year, where influential leaders and stakeholders gather for product education, real-time analysis of industry trends, and the latest updates on regulatory and legislative issues.
Immerse yourself in insightful discussions led by industry thought-leaders on the current state of the market and economy. Stay informed about cutting-edge product innovations, investment strategies and technologies that are revolutionizing the industry, while taking advantage of maximum networking opportunities.
500+
Expected Attendees
160+
Broker-Dealers/RIAs
Networking & Knowledge
Connect with asset managers, broker-dealers, RIAs, fintech companies, law firms, transfer agents, consultants and many others as the alternative investments industry converges in Boston. IPAVision represents the largest annual gathering in our industry, offering a platform to delve into today's trending topics and uncover valuable business insights.
Register now
Agenda at a glance
12:30 pm – 3:30 PM
Board Meeting (Invite only)
4:45 – 9:00 PM
Red Sox Baseball Game Outing & Networking Reception: IPA Board & Rising Leaders (invite only)
7:00 AM
Registration Opens
7:30 - 8:30 am
Networking Breakfast
8:30 – 11:30 AM
AltsOps Strategic Forum: Building a Smarter Infrastructure Ecosystem
The alternative investment industry continues to face operational inefficiencies that limit scalability and diminish the investor experience. This interactive roundtable convenes key stakeholders—GPs, BDs, RIAs, fund administrators, custodians, and fintech innovators—to identify pain points and collaboratively explore solutions. The goal is to foster actionable dialogue and partnerships that streamline operations and improve outcomes across the ecosystem.
8:30-8:35 AM: Welcome & Objectives
8:35-9:25 AM: Lightning Talks—Innovation in Flight
- Model Portfolios & Alts Access from Private Wealth Perspective
- Digitization of Subscription Documents: Platform and Administrator Perspectives
- Centralized Custody or Transfer Agent Collaborations
- Standardization Pilot Programs
Amanda Saulean | Moderator
Executive Director, Morgan Stanley
Kan Kotecha | Speaker
Chief Technology Officer, CAIS
Laila Hasan | Speaker
Executive Director, J.P. Morgan Asset Management
Doug Krupa | Speaker
Managing Director, KKR
9:25-10:15 AM: Roundtable - If We Were in Charge…
- How do we work together to drive change and improve the client experience?
- Where are the biggest opportunities for shared standards or technology integration?
- How can we better coordinate across stakeholders (e.g., working groups, shared data)?
- What major pain points cause delays, errors, or inefficiencies (e.g.,client onboarding and transactions)?
- What’s one small process change that could have a big impact?
Amanda Saulean | Speaker
Executive Director, Morgan Stanley
Brendan Cuddihy | Speaker
COO, CAIS
10:15-10:30 AM: Networking Break
10:30-11:20 AM: Where the Friction Lives—Clearing the Operational Fog
- Operational inconsistencies across channels
- Transfer agent coordination
- Broken workflows
- Who should lead the charge toward standardization
Jarrett Mellman | Moderator
Senior Vice President, Fund Origination & Governance, iCapital
Jay Frank | Speaker
President & COO, Cantor Fitzgerald Asset Management
Lance Christofferson | Speaker
Senior Vice President, Ultimus Fund Solutions, LLC
Chris Blanchard | Speaker
Vice President, Fidelity Investments
Brendan Cuddihy | Speaker
COO, CAIS
11:20 - 11:30 AM: Wrap-Up
Summarizing key themes, points of alignment and next steps
8:30 - 11:30 am
Rising Leaders Program (Invite only)
8:30 - 11:30 am
AltsAccess Forum: A Strategic Dialogue for National Accounts Leaders
Join us for an exclusive roundtable designed for national accounts professionals in the alternative investments industry. This interactive forum will explore emerging trends and discuss innovative strategies for partnership and growth within the industry. Participants will have the opportunity to network with peers and share insights in a collaborative environment. This peer-led discussion aims to enhance your strategic approach in managing key relationships and driving investment product success through effective distribution channels. This engaging session will cover a host of topics, including relationship management, business development, education and training, market intelligence, fund performance, compliance and marketing trends, and many others.
Emily Calcagno | Speaker
Executive Vice President, Head of National Accounts, BlueRock Capital Markets
Angela Barbara | Speaker
Managing Director,
National Accounts, NexPoint Securities
National Accounts, NexPoint Securities
Michelle Moore | Speaker
Managing Director,
IBD Channel, Axxes Capital
IBD Channel, Axxes Capital
11:30 am - 12:30 pm
Rising Leaders, National Accounts and OpsTech Forum Lunch
12:30 - 2:00 pm
Innovators and Integrators Expo & Networking Reception
Connect with the firms and leaders shaping the future of alternative investments at this high-energy networking experience. The Expo features forward-thinking innovators and solution providers alongside elevated hors d’oeuvres, refreshing beverages, and exciting giveaways. It’s your chance to build new relationships, explore emerging strategies and technologies, and engage with the people driving the private markets forward.
2:00 - 2:30 pm
Welcome
Anya Coverman
President & CEO,
Institute for Portfolio Alternatives
Institute for Portfolio Alternatives
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Bill Duffy
IPA Chair, Vice President, Alternative Investments, Fidelity Investments
Jason Goode
IPA Chair Elect, Partner, Alston & Bird LLP
Joe Goldrick
Partner, Secondary Investments, Adams Street Partners
2:30 - 3:15 pm
Keynote Presentation | Unveiling Insights: The AltsLeaders Survey Results With Mark Goldberg
Back by popular demand, this session unveils the findings from the third AltsLeaders Survey of the year, conducted by industry veteran Mark Goldberg with the support of the IPA. This independent survey highlights the key trends, challenges, and opportunities facing distribution partners and wealth managers in the alternative investments space. Gain insights from leading wire houses, broker-dealers and RIAs on product structures, asset classes, and investment objectives, while tracking how these views have evolved over time. As the alternatives industry undergoes rapid transformation, understanding these patterns and investor preferences is essential. Walk away with actionable ideas to help shape and advance your organization’s strategic direction.
Mark Goldberg | Speaker
Independent Board Director and Advisor
3:15 - 4:15 pm
General Session 1: Alts Talk: Real-Time Insights from Distribution Partners
Join us for a dynamic session moderated by Mark Goldberg and featuring leading distribution partners who participated in the recent AltsLeaders Survey. This interactive panel discussion will delve into their real-time feedback on current industry trends, the types of products and strategies they are seeking, and the key challenges they encounter when reviewing offerings and working with managers. Gain insight into how market and economic conditions are shaping their perspectives and decision-making processes. Building on the insights from last year’s popular session, this discussion will provide a deeper understanding of how to effectively engage and collaborate with this crucial segment of our industry. Hear directly from these expert panelists as they share their vision on the future of financial services and the pivotal role alternative investments will play in its growth.
Mark Goldberg | Moderator
Independent Board Director and Advisor
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Kate Winters | Speaker
Senior Vice President, LPL Financial
Sean Mullen | Speaker
Executive Director & Head of Strategic Partnerships, Hightower Advisors
Brad Sussman | Speaker
Vice President, Raymond James Financial
Mark Sutterlin | Speaker
Head of Alternative Investments,
Bank of America
Bank of America
4:15 - 5:15 pm
General Session 2: Journey Through Capital Markets: Fundraising, Performance, and Data Exploration
Dive into the dynamic world of alternative investments in this engaging session featuring three expert-led presentations. Mike Kell, Senior Vice President of Education Strategy and Programs at iCapital, Taylor Garrett, President, Orchard Securities, and Michael Covello, Executive Managing Director, Robert A. Stanger & Co., Inc., will each provide a unique perspective on the forces shaping alternative investments in our capital markets today. Attendees will gain a comprehensive understanding of product launches, sector plays, performance metrics, and the latest trends in fundraising. Designed to empower industry leaders and financial professionals, this session will equip you with the knowledge to make informed decisions, leverage emerging opportunities, and refine strategies for optimal performance in a competitive landscape. Discover essential insights and trends crucial for navigating and enhancing your firm's success.
Taylor Garrett | Speaker
President, Orchard Securities/Mountain Dell
Mike Kell | Speaker
Managing Director, Education and Compliance Solutions, iCapital
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Mike Covello | Speaker
Executive Managing Director, Robert A. Stanger & Co., Inc.
5:15 - 6:00 pm
General Session 3: Institutional Surge: The Next Wave of Alternatives in Public and Private Wealth
As demand for alternative investments grows, asset managers are expanding product offerings across a spectrum of structures—from SMAs to ETFs, mutual funds, and other liquid wrappers—while traditional institutional firms increasingly move into the private wealth space. This session will explore how managers are integrating alternative strategies across public and private markets, the rising prominence of liquid alternatives, and their appeal to a broader investor base. Panelists will discuss key strategic, regulatory, and structural considerations, along with implications for product design, liquidity, and portfolio construction in this evolving landscape.
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Keith Jones | Moderator
Global Head of Private Markets Product, Invesco
Jeffrey Hartman | Speaker
Managing Director, Blackstone
Doug Krupa | Speaker
Managing Director, KKR
Jonathan Diorio | Speaker
Managing Director, BlackRock
Liz Jones | Speaker
Partner, and Head of Private Wealth Partnerships, Ares Wealth Management Solutions
6:00 - 7:00 pm
The Opening Exchange
7:00 pm
Dine Arounds
7:00 am
Registration Opens
7:00 – 8:30 am
Networking Breakfast
7:30 - 10:00 am
Due Diligence Symposium Meetings
10:00 - 10:15 am
Networking Break
10:15 - 10:30 AM
Welcome
Anya Coverman
President & CEO,
Institute for Portfolio Alternatives
Institute for Portfolio Alternatives
10:30 - 11:00 AM
IPA Awards Presentation
Anya Coverman
President & CEO,
Institute for Portfolio Alternatives
Institute for Portfolio Alternatives
Bill Duffy
IPA Chair, Vice President, Alternative Investments, Fidelity Investments
Jason Goode
IPA Chair Elect, Partner, Alston & Bird LLP
11:00 - 11:45 AM
General Session 4: Alts and the New Frontier: Rapid-Fire Talks on Emerging Asset Classes
As the landscape of alternative investments continues to evolve, new and unconventional asset classes are capturing the attention of investors seeking diversification and unique opportunities. This dynamic session will feature a series of concise, high impact talks from industry experts, each shedding light on a distinct frontier in alternative investing. From the digital realm of cryptocurrencies to tangible assets like fine wine and art, and from the energy demands of data centers to the allure of sports franchises, attendees will gain insights into the risks, rewards, and prospects of these emerging investment avenues.
Sarah Jiang | Moderator
Portfolio Manager, CAIS
Scott Reeder | Speaker
Managing Director, Sixth Street
11:45 AM - 1:00 PM
Networking Lunch
1:00-1:45 PM
Educational Breakout Sessions (3)
Revolutionizing LP Reporting: The Impact of AI and Automation on Data Transparency
As LPs increasingly demand greater transparency, standardized data, and more efficient reporting, the way general partners (GPs) manage investor communications is undergoing significant transformation. This session will delve into how artificial intelligence (AI) and automation are enhancing LP reporting capabilities, the growing adoption of ILPA templates and standardized frameworks, and the role of data lakes and APIs in improving interoperability across the alternative investment landscape. Participants will also explore the future of LP-GP engagement, including advancements in investor portals and real-time reporting, and how these innovations are reshaping the investment experience.
Alexander Kearns | Moderator
CEO, DataDasher Inc.
Ahmed Elghazaly | Speaker
Investment & Wealth Management Solutions, Deloitte
Nicole Green | Speaker
Head of US Global Investor Services and Distribution Solutions Business, SS&C Technologies
David Itzkovits | Speaker
Co-Founder, Optimal Advisor AI
Mat Dellorso | Speaker
Managing Director, SEI Global Services, Inc.
Tax Strategies in Alternative Investments: Navigating Opportunity Zones and Beyond
Join us for an insightful session exploring the intersection of OZs and alternative investments. This session will delve into the transformative potential of OZs and their impact on underserved communities. Attendees will gain insights on the origins of OZs, their goals, and the outcomes achieved so far; hear from leading issuers and product manufacturers on strategies for forming and leveraging Opportunity Zones; and discover how OZs are fostering economic sustainability, creating jobs, and generating revenue reinvested into local communities.
Philip Graham | Moderator
Executive Vice President, Inland Real Estate Investments
Trisha Miller | Speaker
Executive Managing Director, Capital Markets,Redbrick LMD, LLC
Nick Rosenthal | Speaker
Co-Chief Executive Officer, Griffin Capital Company, LLC
Jay Frank | Speaker
President & COO, Cantor Fitzgerald Asset Management
Kendra Isaakson | Speaker
Principal, Mindset
Digital Assets in Alternative Investments: Exploring Bitcoin, Stablecoins, and Blockchain Technology
As digital assets continue to mature, they are becoming an increasingly relevant—and sometimes controversial component of the broader alternative investment landscape. This session will examine how investors and alternative asset managers are approaching digital assets, including Blockchain, Bitcoin and stablecoins, as part of a long-term portfolio strategy. Panelists will explore how blockchain infrastructure, tokenization and technology are shaping both the investment and the distribution case for these new products, while evaluating the emerging regulatory landscape, progress around the custody of digital assets and paths for incorporating these innovations into platforms and client offerings. Attendees will gain insight into how digital assets are being packaged, accessed, and regulated in the evolving alternatives ecosystem.
Sam Gaer | Moderator
Chief Investment Officer, Monarq Asset Management
Matt Horne | Speaker
Head of Digital Asset Strategists, Fidelity Investments
Rashad Kurbanov | Speaker
CEO, Corastone
Chris Hayes | Speaker
Partner, Thorn, Run Partners
1:45 - 2:00 PM
Networking Break
2:00 - 2:45 PM
Educational Breakout Sessions
Distribution Partner Roundtable
This exclusive, closed-door roundtable is designed for broker-dealers and registered investment advisors (RIAs) to delve into the latest tax-advantaged strategies within the alternative investment landscape. Participants will engage in in-depth discussions on structuring and implementing tax-efficient investments, including Qualified Opportunity Zones (QOZs), oil and gas programs, and other vehicles offering significant tax benefits.
Brad Sussman | Moderator
Vice President, Raymond James
David Dickman | Moderator
Founder and Managing Partner,
Mindful Wealth LLC
Mindful Wealth LLC
Peter Schaffer | Moderator
Vice President, Investment Sales, Cetera Financial Group
Kathleen Dundon | Moderator
Director, Bank of America
Kris Gray | Moderator
Principal, Integrity Financial
The Rise of Private Market Exchanges & Secondaries
As investor demand for liquidity in private markets grows, secondary trading platforms and private exchanges are reshaping the alternative investment landscape. This session will explore the expansion of secondary markets in private equity and real estate, the role of alternative trading systems (ATS) and blockchain in facilitating transactions, and the technological advancements enabling private securities trading. Experts will analyze the implications for fund managers, LPs, and regulators while providing insights into how these innovations are unlocking liquidity in traditionally illiquid asset classes.
Brian King | Speaker
Co-Founder & CEO, LODAS Markets
Mark Loehr | Speaker
Chief Executive Officer, OpenExchange
Garrick Stavrovich | Speaker
VP – Head of Data Product, Nasdaq Private Market
Bridging the Gap: CITs, Infrastructure and Access for Alts in 401(k) Plans
As interest in private equity, private credit, and real estate grows within retirement plans, a complex ecosystem of service providers is working behind the scenes to make access possible. This session will explore the operational and structural pathways for integrating alternatives into defined contribution plans, including the roles of collective investment trust (CIT) sponsors, custodians, trustees, middleware platforms, and recordkeepers. Panelists will unpack the key steps and players needed to bring an alternative strategy from an asset manager to a participant's investment menu, and what asset managers and plan consultants need to know about the mechanics of retirement plan integration.
David Levine | Moderator
Principal, Groom Law Group
Brendan Curran | Speaker
Head of US Retirement, State Street Investment Management
Mat Dellorso | Speaker
Managing Director, SEI Global Services, Inc.
2:45 - 3:00 PM
Networking Break
3:00 - 4:00 PM
Keynote Presentation with Chip Roame, Founder and Managing Partner, Tiburon Strategic Advisors
Join us for a keynote discussion with Chip Roame, Founder & Managing Partner of Tiburon Strategic Advisors, as he explores the current state of the wealth & investment management (& WealthTech) industry, and the evolving landscape of investor and financial advisor trends. Drawing from his extensive experience and research advising the top echelons of wealth and investment management (& WealthTech), Mr. Roame will provide a comprehensive analysis of key sectors including alternative investments, and both private and public markets. His insights will offer valuable perspectives on strategic initiatives critical for staying ahead in the industry's fastest-growing areas. This session is an unparalleled opportunity to gain foresight into the dynamic market conditions, understand the evolving investor demands, and learn strategies to optimize your investment approaches and gain a competitive edge.
Chip Roame | Speaker
Founder and Managing Partner, Tiburon Strategic Advisors
4:00 - 4:45 PM
General Session 5: Unlocking the Illiquidity Premium – Tailoring Alternatives for Mass Affluent, High-Net-Worth, and Ultra-High-Net-Worth Investors
The illiquidity premium has long been a key driver of returns in alternative investments, but its relevance and application vary significantly across investor segments. This session will examine the distinct needs of mass affluent, high-net-worth, and ultra-high-net-worth investors, considering how liquidity constraints, risk tolerance, and investment horizons influence allocation strategies. Panelists will explore how fund structures and product innovation are evolving to expand access to private market opportunities while preserving the return potential that has historically appealed to institutional and ultra-high-net-worth investors. The discussion will also address how ultra-high-net-worth clients often require a highly curated approach, with advisors tailoring portfolios and solutions to meet their complex and individualized financial objectives.
Kyle Kniffen | Speaker
Managing Director, Goldman Sachs Private Bank
Joe Goldrick | Speaker
Partner, Secondary Investments, Adams Street Partners
Peter Grape | Speaker
Managing Director, Lexington Partners
Daniel Leaven | Speaker
Principal, US Financial Intermediaries, Mercer
4:45 - 5:30 PM
General Session 6: Innovative Insurance Strategies for Alternative Investments
Explore the evolving role of insurance solutions in alternative investments, from the strategic use of Private Placement Life Insurance (PPLI) and tax-efficient IRA portfolio structuring to the growing adoption of Insurance Dedicated Funds (IDFs). Industry leaders will discuss how insurance and annuity wrappers are being utilized around alternative assets, and the latest developments in sub-advised insurance structures. Gain insights from experts shaping the intersection of insurance and alternative investments in today’s market.
Louie Pelosi | Moderator
Managing Director, SLC Management
Jim Totten | Speaker
Building Strategic Partnerships, Axcelus Financial
Kris Gray | Speaker
Principal, Integrity Financial
Daniel Davies | Speaker
Regional Vice President, PGIM
5:30 - 6:15 PM
General Session 7: The Future of M&A, Strategic Alliances, and Minority Stakeholders in Alternative Investments
As the alternative investment landscape evolves, the role of mergers and acquisitions (M&A), strategic alliances, and minority stakeholders has become increasingly critical in driving growth and enhancing value. This session will delve into the future of these key strategies as they pertain to both public and private businesses, including the dynamics of how combining firms for strategic partnerships are shaping the expansion and innovation within the alternative investment sector. Speakers will also provide insights on the benefits and challenges of leveraging minority stakes, optimizing M&A strategies, and forming strategic alliances to accelerate market access, operational synergies, and sustainable growth.
Andrew Gosden | Speaker
Partner, New Markets Group, Apollo
6:15 - 7:15 PM
The Power Social
7:15 pm
Dine Arounds
7:00 am
Registration Opens
7:30 am
Registration Opens
7:30 – 8:30 am
Networking Breakfast
8:00 - 1:45 Pm
Due Diligence Symposium Meetings
Event Registration
IPA Members & Non-Members
General Sessions / Networking
Member Registration: $1,999
Non-Member Registration: $5,999
On-site Member Registration Fee: $2,199
Register now
Broker-Dealers / RIAs / Family Offices Only
Includes Due Diligence Symposium
Broker-Dealers / RIAs / Family Offices: Complimentary
Limited to two (2) broker-dealers/RIAs/family offices per firm. Please see travel policy below. Multiple sponsors will cover the costs of registration, hotel and flight as a bona fide due diligence expense.
Register now
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 contact sponsorships@ipa.com.
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The Venue
Omni Boston Seaport
Located in Boston’s vibrant Seaport District, the Omni Boston Hotel offers easy access to South Station, the harbor, the Boston Convention and Exhibition Center, and Logan International Airport. This AAA Four Diamond-rated hotel features 1,054 modern guest rooms with floor-to-ceiling windows and impressive city and harbor views.
$379-$409 plus taxes and fees
Guest room reservation block ends on Tuesday, August 26, 2025
Note that there is limited room availability on September 16th. Please connect directly with IPA's Tracey Nilson for further assistance.
For more information, please contact Tracey Nilson at tnilson@ipa.com
IPAVision 2025 Due Diligence Sponsors
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IPAVision 2025 Event Sponsors
Conference Partner
Champion
Champion Supporter
Advocate
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Patron
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Supporter
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Official Charity Partner
Media Supporter
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Attending Firms
- 1776 Wealth LLC
- 400 Capital Management
- Accordant
- Accretive Wealth Management
- Accruit
- Adams Street Partners
- AIAC Investment Group
- Alliance Advisors
- Alliance Global Partners
- Alston & Bird LLP
- American Harbour Wealth Management, LLC
- American Trust Investment Services
- Ameriprise Financial
- Antares Capital
- Apollo Global Management
- Ares Wealth Management Solutions
- Arete Wealth Advisors
- Arkadios Capital
- Ashford Securities, LLC
- Asset Strategy
- Avantax Wealth Management
- Baker & McKenzie LLP
- BlackRock
- Blackstone
- Bluerock
- Bridge Investment Group
- Broadridge Financial Solutions, Inc.
- Brookfield Oaktree Wealth Solutions
- Cabot Lodge Securities, LLC
- CAIS
- Cambridge Investment Research Inc.
- Cantor Fitzgerald
- CAP
- Capital Square
- Capright
- Carter Funds
- Cetera Financial Group
- Chauner Securities, Inc.
- CIM Group
- CITCO
- Clarion Partners
- CNL
- Cohen & Steers
- Commonwealth Financial Network
- Computershare
- Corastone
- Core Spaces
- Corporate Investments Group, Inc.
- Cottonwood Residential
- Daphne
- Deloitte & Touche LLP
- DLA Piper
- DTCC - AIP
- DWS RREEF Property Trust
- Eagle Point Credit Management LLC
- Edward Jones
- Emerson Equity LLC
- ExchangeRight
- FactRight, LLC
- Fidelity Investments
- FNEX
- Fortress
- Forum Investment Group
- FourStar Wealth Advisors
- Franklin Templeton Alternative Investments
- FS Investments
- GCB Private Wealth
- Golub Capital
- Griffin Capital Company, LLC
- Harbor Investment Advisory
- Hartfield Financial & Insurance Services, Inc.
- Hines Private Wealth Solutions LLC
- HPS Investment Partners, LLC
- iCapital
- InCommercial
- Infinity Financial Services
- Inland Real Estate Investment Corporation
- Integras Partners
- Integrity Financial
- J.P. Morgan Asset Management
- JLL Income Property Trust
- Kingswood U.S.
- LaSalle Investment Management
- LPL Financial LLC
- Madison Capital Group
- Magnolia Private Wealth
- MassMutual Financial Group
- Merchants Capital Trust
- Monroe Capital
- Morgan Stanley
- Morrison & Foerster LLP
- New York Life
- NexPoint
- NI Advisors
- Nobles & Richards, Inc.
- Nuveen
- Oxford Funds, LLC
- Peachtree Group
- PGIM Real Estate
- Preferred Capital Securities
- Proskauer
- Provident Wealth Advisors LLC
- Redbrick LMD, LLC
- RisCura Solutions (U.S.A.) LLC
- Robert A. Stanger & Co., Inc.
- Sealy & Company
- Seyfarth Shaw LLP
- Simons Financial Network
- Simpson Thacher & Bartlett LLP
- Skyway Capital Markets
- SLC Management
- Snyder Kearney, LLC
- SS&C Technologies
- Stockbridge
- StratCap
- Strategic Blueprint, LLC
- T.Rowe Price
- The Bowman Law Firm, LLC
- The Strategic Financial Alliance
- Trilogy
- Troutman Pepper Hamilton Sanders LLP
- Ultimus Fund Solutions, LLC
- UMB
- Venable LLP
- VISTRA
- Wealthhouse Advisors Inc
- WhiteStar Advisors
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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?
Due Diligence Symposium Travel Reimbursement Policy
What do Distribution Partners receive for participating in the DDS?
General FAQs
What is the difference in registration rates for this event?
Are meals included with registration?
Does IPAVision 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 IPAVision?
What dining options are available at the hotel and in the local area?