February 10-12, 2027
Newport Beach, CA
An interactive dealmaking event where thought leaders meet and collaborate with industry professionals. Join the IPA community to explore the private wealth channel, emerging access points, market-shaping trends and opportunities for RIAs and distribution partners in the dynamic, growing private markets for alternatives.
Agenda at a glance
6:00-9:00 PM
IPA Board of Directors Reception & Dinner (invite only)
6:00-9:00 PM
Rising Leaders Dinner (invite only)
8:00-9:00 AM
Board Breakfast (invitation only)
8:00-9:00 AM
Rising Leaders Breakfast (invitation only)
9:00 AM-12:00 PM
IPA Board Meeting (invitation only)
9:00 AM-12:00 PM
Rising Leaders Programming (invite only)
11:00 AM
Registration Opens
12:00-1:00 PM
Lunch
12:00-1:30 PM
IPAWealth Private Markets Allocators Roundtable and Lunch
(Closed to Private Banks, Broker-Dealers, RIAs and Family Offices)
(Closed to Private Banks, Broker-Dealers, RIAs and Family Offices)
1:00-2:00 PM
IPAWealth Opening Day Networking
2:00-2:15 PM
Conference Welcome
2:15-3:00 PM
Keynote Conversation
3:00-3:45 PM
General Session
3:45-4:00 PM
Connect & Recharge Break
4:00-5:30 PM
General Sessions
5:30-7:00 PM
IPAWealth Opening Exchange | Networking Reception & Exhibits
7:00 AM
Registration Opens
7:00-9:00 AM
Networking Breakfast & Exhibits
8:00-10:00 AM
Due Diligence Symposium
10:15-10:30 AM
Day Two Welcome
10:30-11:30 AM
General Session
11:45 AM-12:45 PM
Breakout Sessions
12:45-2:00 PM
Networking Lunch
2:00-3:00 PM
Breakout Sessions
3:00-3:15 PM
Networking Break & Exhibits
3:15-4:30 PM
Due Diligence Sessions
4:45-5:30 PM
General Session
5:30-7:00 PM
IPAWealth Power Social
7:30 AM
Registration Opens
7:30-8:30 AM
Due Diligence Symposium Breakfast
Private Banks, Broker-Dealers, RIAs, Family Offices, and Presenting Sponsors Only
8:30 AM-12:00 PM
Due Diligence Symposium
Private Banks, Broker-Dealers, RIAs, Family Offices, and Presenting Sponsors Only
Event Registration
IPA Members & Non-Members
General Sessions / Networking
Member Registration: $2,499
Non-Member Registration: $5,799
Register now
Private Banks/Broker-Dealers/RIAs/Family Offices
Includes Due Diligence Symposium
Complimentary
Register now
Attending Firms
- 400 Capital Management
- ACRE
- Alchelyst
- Alston & Bird
- American Trust Investment Services
- Ameriprise Financial
- Apollo
- Archer Investors
- Ares
- Ascentis Holdings
- Ascentis Wealth
- Baird
- Baker & McKenzie
- Bank of America
- BlackRock
- Blackstone
- Blue Owl Capital
- Bluerock
- BNY Wealth
- Brevity
- CAIS
- Cantor Fitzgerald
- Capital Square
- Capitalia Advisors
- Carlyle
- Cetera Financial Group
- CFG Wealth Management
- CIM Group
- Cliffwater
- CNL
- Commonwealth
- Core Spaces
- Debevoise & Plimpton
- DLA Piper
- Dynasty
- Edward Jones
- EQT Partners Inc
- ExchangeRight
- FactRight, LLC
- Fidelity Investments
- Fortress
- FourStar Wealth Advisors
- Franklin Templeton
- Future Standard
- GCB Private Wealth
- Goldman Sachs Asset Management
- Hightower Advisors
- iCapital
- Inland Real Estate Investment Corporation
- Invesco
- J.P. Morgan
- KKR
- Legacy Wealth Management
- Lincoln Financial Distributors
- LPL Financial
- Magnolia Private Wealth
- Marsh
- MassMutual Financial Group
- McDermott Investment Services
- Morgan Stanley
- Morrison Foerster
- New York Life
- Paulson Investment
- Prospect Capital
- Raymond James
- Realta Wealth
- Revere Securities
- Robert A. Stanger & Co.
- Sagard
- Sagient
- Sightbridge Capital Partners
- Signature Wealth Group
- Simpson Thacher & Bartlett
- Snyder Kearney
- SS&C Technologies
- Stone Pillars Wealth Management
- Summit Wealth Group
- Synergy Wealth Management
- UBS
- Ultimus Fund Solutions
- Wealth House Capital
- Wells Fargo
- Whitehall-Parker
- XA Investments
SPonsorship opportunities
Elevate Your Brand with IPA
Connect with a highly engaged audience of asset managers, wealth managers, distribution partners, service providers, and industry leaders while increasing brand visibility, strengthening relationships, and showcasing your expertise across IPA’s premier events and year-round engagement platforms.
Explore 2027 Opportunities:
The Venue
VEA Hotel
Newport Beach, CA
VEA Newport Beach is a premier coastal destination that reflects the sophistication and energy of the alternative investments community. This dynamic venue offers the perfect setting for high-level connection and collaboration, with stunning ocean views, state-of-the-art amenities, and walkable access to the best of Newport Beach.
The nightly hotel rate is $399 plus tax.
The nightly hotel rate is $399 plus tax.
For more information, please contact Tracey Nilson at tnilson@ipa.com
IPAWealth 2027 Sponsors
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General FAQs
What is the difference in registration rates for this event?
Are meals included with registration?
Does IPAWealth 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 IPAWealth?
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?