February 19–21
Newport Beach, CA
An interactive dealmaking event, where thought leaders come together to meet and collaborate with industry professionals. Join the IPA community in exploring and advancing the dynamic and ever-expanding private markets for alternatives.
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Agenda at a glance
12:00-7:00 PM
Registration Opens
2:00-2:15 PM
Welcome Remarks and Opening Ceremony
Anya Coverman, President & CEO, IPA
2:15-3:00 PM
General Sessions One
The interplay between economic forces and policy decisions is pivotal. Recognizing the potential risks and opportunities arising at this juncture is essential for informed business leadership. Our distinguished panel brings together thought leaders with expertise in the geopolitical landscape and the evolving economy. They will provide incisive commentary on unfolding news and events from Washington D.C. to the global stage, weaving together the implications for our economy and your business. Gain actionable insights as our experts unravel the economic ramifications of policy shifts and help investors chart a course through these transformative times.
John Cronin
Vice President and Head of State Government Relations, LPL Financial
Mark Quinn
Director of Regulatory Affairs, Cetera Financial Group
Natalie Brathwaite
Vice President, Government Relations & Public Affairs, Fidelity Investments
Michelle Goldstein
Director of Government Relations, Morgan Stanley
3:00-3:30 PM
General Sessions Two
3:30-4:00 PM
Networking Break and Exhibits
4:00-5:00 PM
General Sessions Three
5:00-6:30 PM
Networking Reception & Exhibits
6:30 PM
IPAConnect Dine Arounds
7:30 AM - 7:00 PM
Registration Opens
7:30 - 8:30 AM
Networking Breakfast & Exhibits
10:15 AM - 12:00 PM
General Session Four
11:00 AM - 12:00 PM
General Session Five
12:00 - 1:15 PM
Networking Lunch & Exhibits
1:15 - 2:15 PM
General Session Six
2:15 - 2:30 PM
Networking Break & Exhibits
2:30 - 3:20 PM
Due Diligence Symposium
Broker Dealers, RIAs and Presenting Sponsors Only
2:30 - 2:50 PM
Breakout Session
3:00-3:20 PM
Breakout Session
3:30 - 4:00 PM
Networking Break & Exhibits
4:00-4:45 PM
General Session Seven
5:00-5:45 PM
Networking Reception & Exhibits
7:30 PM
IPAConnect Dine Arounds
7:30-11:00 AM
Registration
7:30 - 8:30 AM
Due Diligence Symposium Breakfast
Broker Dealers, RIAs and Presenting Sponsors Only
8:30 - 10:50 AM
Due Diligence Symposium
Broker Dealers, RIAs and Presenting Sponsors Only
The Venue
VEA, Newport Beach
VEA Newport Beach basks you in all the luxurious must-haves spacious suites, emergent food and drink, a lush spa enclave, and a spirited poolscape from dawn to dusk. Whether staying the night or just for a nightcap, new possibilities abound at the Fashion Island hotel in Newport Beach.
$375/night plus tax and fees
Guest room reservation block ends on Tuesday, January 28.
Guest room reservation block ends on Tuesday, January 28.
Event Registration
IPA Members & Non-Members
General Sessions / Networking
Registration Price: $1,599
Early bird registration $1,399 through Dec. 20.
Non-Member Registration: $5,499
Member On-site Registration Fee: $1,799
Register now
Broker-Dealers / RIAs Only
Includes Due Diligence Symposium
Broker-Dealer/RIAs: Complimentary
Limited to two (2) broker-dealers/RIAs 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
Due Diligence
Symposium FAQ's
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?
General FAQ's
What is the difference in registration rates for this event?
Are meals included with registration?
Does IPAConnect Private Markets 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 IPAConnect Private Markets?
What dining options are available at the hotel and in the local area?