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.
overview
The Premier Advocacy Event of the Year
Join us for IPASummit 2024 - Capitol Hill Day and
Due Diligence Symposium, May 1-3, 2024 in Washington, D.C. IPASummit is the premier event for the alternative investments industry, exploring key business, operational and legal issues impacting our industry.
This exclusive event brings regulators, policymakers and Congressional leaders to speak on key issues. 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.
Agenda at a glance
6:00-9:00 PM
IPA Board of Directors Reception & Dinner (Invitation only)
8:00-9:00 AM
Board Breakfast (Invitation only)
9:00 AM-12:00 PM
IPA Board of Directors Meeting (Invitation only)
11:00 AM
Registration Opens
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)
This exclusive, closed-door roundtable is designed for private banks, broker-dealers, registered investment advisers, and family offices to 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, liquidity, 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: Brad Sussman
Vice President, Raymond James
Moderator: Peter Schaffer
Vice President, Investment Sales, Cetera Financial Group
Moderator: Kristofer Gray
Founder and Principal, Integrity Financial Corporation
1:00-2:00 PM
IPAWealth Opening Day Networking
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.
2:00-2:15 PM
Conference Welcome
Anya Coverman
President & CEO,
Institute for Portfolio Alternatives
Institute for Portfolio Alternatives
Followed by Remarks From: Future Standard
Kirsten Pickens
Co-Head of Global Wealth, Future Standard
2:15-3:00 PM
Looking Ahead: Economic Outlook & Capital Strategy for 2026
As we kick off 2026, this is a pivotal moment to assess where the economy is heading and what it means for investment strategy in the year ahead. In this session, leading economists will provide a forward-looking analysis of key macroeconomic forces—including inflation trends, interest rate expectations, capital flow dynamics, and cross-asset market behavior. Speakers will discuss the impact of recent monetary and fiscal policy shifts, geopolitical developments, and structural changes in global markets, offering critical insights to help inform portfolio positioning across both public and private strategies. Attendees will gain timely perspective to navigate the year ahead with clarity and confidence.
Moderator: Adam Bobker
Managing Director, Co-head of Private Wealth Solutions, Fortress
Sonali Basak
Chief Investment Strategist, iCapital
Jason Cole
Head of Public Policy, Future Standard
Jim Costello
Chief Economist, MSCI Research
3:00-3:45 PM
Market Architects: How Distributor Wealth Platforms Are Shaping Private Markets
As private markets solidify their role in wealth strategy, distribution platforms are increasingly influencing how alternative products are structured, selected, and integrated into investor portfolios. Senior leaders from broker-dealers, RIAs, and banks will discuss how advisor demand, product competition, model portfolio integration, client segmentation, platform technology, and due diligence standards are shaping product design and accelerating the rise of semi-liquid and hybrid structures. This session explores what managers must do to gain traction across channels and how distribution partners are guiding the industry’s next wave of growth heading into 2026.
Moderator: Matthew Malone
Head of Investment Management, Opto Investments
Max Klein
Executive Director, Morgan Stanley Wealth Management
Brad Sussman
Vice President, Raymond James
Brian Ullsperger
Managing Director, Andersen
Kevin Winters
Co-founder, Flatrock Wealth Partners, LLC
3:45-4:00 PM
Networking Break & Exhibits
4:00-4:45 PM
Structuring for Scale: How Institutional Design Is Shaping Next-Generation Private Market Solutions
Institutional investors—including pension funds and other long-term allocators—have long set the standard for private market structures through durable design, disciplined risk management, and aligned incentives. These principles, often reflected in long duration funds, customized liquidity solutions and specialized strategies, are increasingly influencing the wealth channel. This session will explore how institutional design principles are shaping next-generation product architecture and what this evolution means for managers, platforms, and distribution partners seeking to scale private market access across a broader investor base.
Moderator: Andrew Miller
Managing Director, Head of Strategic Client Group - U.S. Wealth, Principal Asset Management
.avif)
Thomas Burt
Managing Director, Head of Private Wealth Americas, Golub Capital
James Costabile
Managing Director, Head of Product and Marketing, PGIM
Jonathan Diorio
Managing Director, BlackRock
Doug Krupa
Partner, KKR & Co.
4:45-5:30 PM
The Liquidity and Valuation Conversation: Expectations & Realities in a Semi-Liquid World
With evolving market dynamics, liquidity remains a central focus for managers, platforms, and advisors, while rising attention around valuation practices has added new complexity to the conversation. This discussion will explore how secondaries, NAV financing, and continuation fund structures are used to manage liquidity while scaling private market access and maintaining portfolio integrity. Speakers will discuss how firms factor valuation dynamics into liquidity planning, how investor expectations are shaped through market cycles, and the importance of clear communication around access, pricing, and operational alignment as semi-liquid vehicles continue to scale.
Moderator: Mark Sutterlin
Head of Alternative Investments, Bank of America
Peter Aliprantis
Partner, Head of Private Wealth Americas, EQT Partners Inc
Todd Kaltman
Managing Director, Transaction Opinions, Kroll
.avif)
Matt Krugman
Managing Director, Client Advisory, Prospect Capital Management
Kristopher C. Oxtal
Principal, Capright
5:30-7:00 PM
IPAWealth Opening Exchange | Networking Reception & Exhibits
7:00 PM
IPAWealth Dine Arounds
7:00 PM
Rising Leaders Dinner (invitation only)
7:00 AM
Registration Opens
7:00-8:00 AM
Networking Breakfast & Exhibits
8:00-10:00 AM
Due Diligence Symposium
Private Banks, Broker-Dealers, RIAs, Family Offices, and Presenting Sponsors Only
10:15-10:30 AM
Welcome
Anya Coverman
President & CEO,
Institute for Portfolio Alternatives
Institute for Portfolio Alternatives
10:30-11:30 AM
Tax-Optimized Wealth Strategies: Advanced Planning Tools for Private Credit & Private Equity
As allocations to private credit and private equity accelerate across the wealth channel, tax optimization has become a critical component of portfolio construction. This session will explore advanced tax-efficient structures including PPLI, PPVA, and other planning tools, that enhance after-tax returns, address estate transfer considerations, and support long-term wealth outcomes. Featuring perspectives from tax attorneys, family offices, RIA planning teams, and experts in specialized lending and insurance-based solutions, the discussion will highlight practical implementation strategies, regulatory considerations, and real-world case applications. Attendees will gain insight into how sophisticated and high-net-worth investors integrate tax-advantaged vehicles with private market exposures and what advisors should consider when evaluating these approaches.
.avif)
Moderator: Lauren Shaffer
Managing Director, Deloitte & Touche LLP
.avif)
Daniel Davies
Regional Vice President, Private Placement Insurance Solutions, Prudential
Brian Gartner
Principal, Head of San Francisco, Winged Keel Group
Kristofer Gray
Founder and Principal, Integrity Financial Corporation
Liz Jones
Partner, Head of Private Wealth Partnerships, Ares Management
Breakout Sessions | 11:45 AM-12:45 PM
1.1: GenAI for the Alts Ecosystem: Use Cases and Practical Tools for Advisors & Asset Managers
As AI technologies rapidly evolve, asset managers and advisors are leveraging new tools to enhance research, client engagement, portfolio construction, and operational efficiency. This session will highlight practical use cases, implementation strategies, compliance considerations, and real-world examples of how firms are deploying AI today to support investment and distribution objectives. Panelists will also explore emerging capabilities, potential risks, and how GenAI may reshape workflows, product accessibility, and advisor decision-making in the years ahead.
Moderator: Jay Frank
Founder & CEO, Sightbridge Capital Partners
Brendan Cuddihy
Chief Operating Officer, CAIS
Benjamin Berookhim
Executive Director, J.P. Morgan Asset Management
Daniel Pallone
Managing Director, Global Loan Solutions, SS&C
1.2: Real Estate Transitions & Tax-Efficient Structuring: Growing Demand for 1031/DST & 721
As generational wealth transfer accelerates, more real estate owners are shifting from active management to passive income strategies, fueling increased interest in 1031 exchange solutions, particularly through DST and 721 UPREIT structures. What began as a specialized estate and tax planning strategy has matured into a scaled capital solution, now drawing significant attention from major asset managers and platforms. This session will explore how firms are structuring products to meet investor income needs, diversification goals, and exit pathways amid today’s rate environment, and examine the strategic implications for managers, platforms, and distribution partners as this market continues to expand across the wealth channel.
Moderator: Mark Earley
Chairman, Ascents Holdings
Kelly Clyde
Co-founding Partner, South Coast Investment Advisors, LLC
Taylor Garrett
President, Orchard Securities
Charles Jensen
Managing Director, Inland Securities Corporation
Dana Petitto
Chief Operating Officer and Portfolio Manager, Brookfield
1.3: Retirement Revolution: A New Day at DOL for 401(k) Access for Asset Managers
With the Department of Labor expected to release new regulations supporting the inclusion of alternatives in defined contribution plans just days before this session, attendees will receive a timely breakdown of what the new package means for fiduciaries, platforms, and product providers. Speakers will unpack the latest regulatory developments, key operational considerations, and emerging pathways for introducing private market exposure into 401(k) and other DC plans. You’ll walk away with clear, actionable insight on how these proposed changes may shape opportunity—and risk—for your firm and across the retirement landscape.
Moderator: Jeff Evans
Director, Government Affairs and Policy, Institute for Portfolio Alternatives
Brian Gilkes
Executive Director, Defined Contribution Real Estate Solutions, J.P. Morgan Asset Management
.avif)
Stephen Ulian
Managing Director, Defined Contribution/Retirement, Apollo Global Management LLC
Kendra Isaacson
Principal, Mindset
Kevin Walsh
Principal, Groom Law Group
12:45-2:00 PM
Networking Lunch
Breakout Sessions | 2:00-3:00 PM
2.1: Due Diligence on Registered and Private Market Funds: Top Considerations & Common Pitfalls
Effective onboarding and distribution of registered and private market funds requires cross-functional diligence, clear evaluation frameworks, and thoughtful resource prioritization. Industry experts will discuss key considerations —including timing, review criteria, reporting expectations, liquidity design, and risk assessment practices—and highlight common challenges faced by issuers and distribution partners. The session will also examine how evolving market structures and product innovation are shaping today’s diligence standards, offering practical insights to strengthen oversight and support scalable platform adoption.
Moderator: Russell Putnam
Co-CEO, Principal, FactRight, LLC
Thayer Gallison
Senior Vice President, Capital Markets, Head of Product Strategy, Cottonwood Communities, Inc.
Ashish Phansopkar
Associate Director, Cambridge Investment Research Inc
Todd Snyder
Managing Member, Snyder Kearney, LLC
Charlie Waterman
Senior Vice President, Head of Due Diligence, Future Standard
2.2: Returns with Purpose: Impact Investing’s Place in Private Markets 2.0
In today’s private markets, leading firms are increasingly pursuing strategies that generate strong financial outcomes while supporting innovation and long-term economic value. Driven in part by evolving investor preferences—including a growing next-generation focus on meaningful results and forward-looking capital deployment—impact-oriented approaches are gaining momentum across portfolio strategies. This session will explore how firms identify and underwrite these opportunities, structure investments for scale, and align impact strategies with broader performance objectives, with examples spanning sectors such as technology, real assets, and scalable economic development.
Moderator: Jeff Shafer
Chief Executive Officer, Co-Founder, CommonGood Capital
Kathleen Balderrama
President and Chief Operating Officer, Alliant Community Preservation Company
Ashley Bleckner
Private Wealth Advisor, Managing Director, Ellevest
Brent Burgess
Managing Partner, Concentric
Brooke Randall
Managing Partner, Co-Founder Agriculture Capital
2.3: Modernizing the Alts Ecosystem: Operational Collaboration Over Competition
Expanding access to alternatives isn’t just a product challenge; it’s an operational one. This session examines how platforms, custodians, managers, and distributors are collaborating to reduce friction, streamline workflows, and enhance advisor usability. Panelists will discuss technology-driven process improvements, data standardization, and connectivity advances that support scalable onboarding, reporting, and portfolio implementation. With demand rising for semi-liquid and hybrid structures, this session will highlight why operational alignment is becoming essential to broadening private market access and delivering consistent portfolios at scale.
Moderator: Matthew A. Podolsky
Vice President of Sales, Vistra
Christopher Blanchard
Vice President-Alternative Investments, Fidelity Investments
Mike Kell
Managing Director, Education and Compliance Solutions, iCapital
Dan Beck
Vice President of Brokerage Solutions, SS&C
Danielle Weber
Manager, Firm and FinTech Support, Retail Alternatives, Ultimus Fund Solutions
3:00-3:15 PM
Networking Break & Exhibits
3:15-4:30 PM
Due Diligence Symposium
Private Banks, Broker-Dealers, RIAs, Family Offices, and Presenting Sponsors Only
4:45-5:30 PM
Beyond the Horizon: Perpetual Strategies, New Access Structures, TAMPS, and Modern Portfolio Construction
Perpetual private credit, infrastructure, secondaries, and AI-driven modeling are reshaping long-term allocation frameworks. This session explores how product innovation, advanced analytics, and the growing influence of model-portfolio platforms, including emerging model marketplaces from leading TAMPs, are creating new access pathways and shaping advisor adoption. Panelists from TAMPs, asset managers, and allocators will discuss which strategies are gaining momentum, how technology is accelerating portfolio construction, and what these shifts mean for the next wave of private market integration. Panelists will also touch on emerging access structures—such as operating-company frameworks and new approaches to 3(c)(7) distribution—that may further expand private-market availability in the wealth channel.
.avif)
Moderator: Benjamin Wells
Partner, Simpson Thacher & Bartlett LLP
Kimberly Flynn
President, XA Investments
Jonathan Pearl
Partner & Head of Originations, Lord Abbett
Robert Picard
Head of Alternative Investments, Hightower Advisors
Emily Reagan
Global Head of Evergreen Products, Alternatives Capital Formation, Goldman Sachs Asset Management
5:30-7:00 PM
IPAWealth Power Social
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 IPAWealth.
7:00 PM
IPAWealth Dine Arounds
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: $2,199
Member On-Site Registration: $2,399
Non-Member Registration: $5,499
Registration will open in the Fall of 2026.
Private Banks/Broker-Dealers/RIAs/Family Offices
Includes Due Diligence Symposium
Broker-Dealer/RIAs: Complimentary
Register now
Attending Firms
- 400 Capital Management
- Accretive Wealth Management
- ACRE
- Adams Street Partners
- Advisors Asset Management
- Agriculture Capital
- Alliance Advisors
- Alliance Global Partners
- Alliant Community Preservation Company
- Alston & Bird LLP
- American Harbour Wealth Management, LLC
- Ameriprise Financial
- Andersen
- Apollo Global Management
- Ares Wealth Management Solutions
- Ascentis Wealth
- Athos Capital Advisors
- Avantax Wealth Management
- Baker & McKenzie LLP
- Bank of America
- BlackRock
- Bluerock
- Bourbon Financial
- Brevity
- Brookfield
- Cabot Lodge Securities, LLC
- CAIS
- Calton & Associates, Inc
- Cambridge Investment Research Inc.
- Cantor Fitzgerald Asset Management
- Capital Square
- Capright
- Carlyle
- Carter Funds
- Cetera Financial Group
- CFG Wealth Management
- CIM Group
- Citco Retail Alternative Fund Services (USA)
- Clifford Chance
- CNL
- CommonGood Capital
- Commonwealth Financial Network
- Computershare
- Concentric
- Core Spaces
- Corporate Investments Group, Inc.
- Cottonwood Communities, Inc.
- Cottonwood Residential, Inc.
- Deloitte & Touche LLP
- DLA Piper
- DWS RREEF Property Trust
- Eagle Point Credit Management LLC
- Edward Jones
- Ellevest
- Emerson Equity LLC
- Envision Financial Systems
- EQT Partners Inc.
- ExchangeRight
- Expect Miracles Foundation
- FactRight, LLC
- Fidelity Investments
- First Trust
- Flatrock Wealth Partners, LLC.
- Fortress Investment Group
- FourStar Wealth Advisors
- Future Standard
- Gladstone Securities
- Global Wealth Management LLC
- Goldman Sachs Asset Management
- Golub Capital
- Griffin Capital Company, LLC
- Groom Law Group
- Helix by HL
- Hightower Advisors
- I Squared Capital LLC
- IBN Financial Services, Inc.
- iCapital
- IDB Capital
- Inland Real Estate Investment Corporation
- Integrity Financial Corporation
- J.P. Morgan Asset Management
- Jefferies
- JLL Income Property Trust
- Kingswood U.S.
- KKR & Co.
- Kroll, LLC
- LODAS Markets
- Lord Abbett
- LPL Financial LLC
- Lyra Client Solutions
- Madison Capital Group
- Magnolia Private Wealth
- MassMutual Financial Group
- McDermott Investment Services, LLC
- Mindset
- Monroe Capital
- Morgan Stanley
- Morris, Manning & Martin, LLP
- Morrison & Foerster LLP
- MSCI Research
- New York Life
- NexPoint
- NI Advisors
- Nobles & Richards, Inc.
- Northwestern Mutual Wealth Management Company
- Opto Investments
- Orchard Securities
- Pacific Investment Management Company (PIMCO)
- Paul M. Wendee & Associates, LLC
- Pretium
- Principal Asset Management
- Prospect Capital Management
- Prudential
- Raymond James
- Realized Financial, Inc
- Realta Wealth
- Redbrick LMD, LLC
- Sagard
- Sanctuary Wealth
- SBC Commerce LLC
- Sealy & Company
- Sightbridge Capital Partners
- Simpson Thacher & Bartlett LLP
- Skyway Capital Markets
- Snyder Kearney, LLC
- South Coast Investment Advisors, LLC
- SS&C Technologies
- Stockbridge
- StratCap
- Synergy Wealth Management
- T. Rowe Price
- TCW
- The Merchants Financial Group, Ltd.
- Tobin & Company
- UBS
- Ultimus Fund Solutions, LLC
- Vanguard
- Vistra Fund Solutions
- Winged Keel Group
- XA Investments
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.
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.
For more information, please contact Tracey Nilson at tnilson@ipa.com
IPAWealth 2026 Sponsors
Due Diligence Sponsors
.svg)
.avif)
Presenting Sponsor
.avif)
Official Partner
Champion Supporter
Signature Partner
Essential Partner
.avif)
.jpg)
Official Charity Partner
.avif)
Media Sponsor
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?