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December 9–11
Orlando, FL
Join influential leaders and key stakeholders for as we explore the latest innovations in investment strategies, and host dynamic discussions on the newest publicly registered offerings.
Dive into engaging presentations from top industry experts, as they unveil forward-thinking innovations on the evolving market and economy. Explore dynamic conversations on leading strategies including Interval Funds, Private Credit, Tender Offer Funds, BDCs, Private Real Estate, REITs, Private Equity, Real Assets and more.
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overview
Make meaningful connections in Orlando, Florida.
An exclusive opportunity to network and leverage the insights of top executives at leading product sponsors in a focused format.
Engage with prominent broker-dealers and RIAs, and join us for an in depth analysis of current and future publicly registered offerings.
200+
Expected Attendees
160+
Broker-Dealers/RIAs
Networking & Knowledge
Connect in a meaningful setting with broker-dealers, RIAs, fintech companies, law firms, consultants and many others as the alternative investments industry converges in Orlando, Florida. IPAConnect represents a unique 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
12:00 PM
Registration Opens
Location:
Central Park West Foyer
2:00-2:15 PM
Opening Ceremony & Welcome Remarks
Anya Coverman
President & CEO,
Institute for Portfolio Alternatives
Institute for Portfolio Alternatives
2:15-3:00 PM
General Session 1: Battle of the Economists: Market Insights from Leading Experts
Join this engaging session led by renowned economists at the forefront of economic and market analysis. These experts will share their latest perspectives on the market, including predictions on interest rates, global inflation, and the outlook for stock, real estate, and private credit markets. In today’s dynamic economic landscape, the panelists will provide valuable, actionable insights for applying to your investment and business strategies. Topics will include global economic trends, geopolitical factors, fiscal and monetary policies, and emerging market dynamics. Attendees will leave this session better equipped to navigate today’s complex financial environment, with a deeper understanding of the current economic climate and the future of the global market.
Location:
Central Park West Foyer
3:00-3:30 PM
General Session 2: Navigating the Tides: An Industry-Leading Market Update on REITs, BDCs, and Unlisted Closed-End Funds
Join us for a comprehensive discussion on the ever-changing capital markets and registered funds landscape. This presentation will offer the opportunity to sharpen your competitive edge and get ahead of the curve as we detail the most pressing challenges and opportunities facing our industry, including market data and pacesetters, industry analysis and forecasts, and insights on investor appetite. Attendees will gain the knowledge and strategies needed to successfully navigate shifting tides and position yourself and firm for success.
Location:
Central Park DE
3:30-4:00 PM
Networking Break & Exhibits
Location:
Central Park AC
4:00-5:00 PM
General Session 3: Distribution Partner Insights: Shaping the Future of Investment Offerings
In an exclusive presentation featured at IPAVision on the comprehensive Alts Leaders Distribution Partner Survey results, research reveals that new capital for interval and tender offer funds is projected to grow exponentially from $19.9B in 2023 to $42.3B in 2026. This panel will take a deeper dive into the increasing demand from distribution partners for registered funds. Attendees will gain valuable insights into how leading distribution partners are navigating new investment product offerings, including for registered funds. Panelists will explore the dynamics between banks and asset managers, onboarding processes, how firms are adapting their strategies to accommodate a shift towards alternatives, and the product roadmap for 2025 and beyond. Additionally, speakers will address challenges in integrating alternative investments into turnkey portfolios, overcoming hurdles in the RIA channel, and improving accessibility of subscription documents and other products. Don’t miss this forward-looking session on how distribution partners are reshaping their platforms to meet evolving industry demands.
Location:
Central Park DE
5:00-6:30 PM
Networking Reception & Exhibits
Location:
Central Park AC
7:00 AM
Registration Opens
Location:
Central Park West Foyer
7:30-8:30 AM
Networking Breakfast & Exhibits
Location:
Central Park AC
8:30-9:45 AM
Due Diligence Symposium
(For Broker Dealers, RIAs and Presenting Sponsors Only)
(For Broker Dealers, RIAs and Presenting Sponsors Only)
Location:
Central Park DE
10:00-10:15 AM
Welcome
Anya Coverman
President & CEO,
Institute for Portfolio Alternatives
Institute for Portfolio Alternatives
10:15-11:00 AM
General Session 4: Accessing Private Equity with Registered Funds: Navigating the Evolving Landscape
Join industry leaders as they delve into the rapidly evolving private equity market and its unique intersection with registered funds. In this session, you'll gain valuable insights into key trends, including the movement of private equity up-market, the rise of middle-market fund-of-funds, and how registered fund structures are making private equity increasingly accessible to retail investors. The session will also explore various product structures designed to broaden access to private equity, such as interval funds blending private and public assets, various tender and interval fund wrappers in 40 Act funds, private equity focused infrastructure investments, asset-backed lending, and innovative NASDAQ option fund structures. Attendees will leave with a clear roadmap for leveraging registered funds to navigate the complexities of private equity and bring these opportunities to a wider range of investors.
Location:
Broadway, Fulton, Astor, Empire, Church, Beekman, Barclay, Carnegie
11:00-11:45 AM
General Session 5: Valuations and Related Operational Considerations for Registered Funds:
Best Practices and Emerging Trends
Best Practices and Emerging Trends
In this session, industry experts will examine the evolving landscape of valuations in the registered funds space, focusing on the challenges of valuing both liquid and illiquid assets. Attendees will gain insights into the impact of recent SEC enforcement actions and explore best practices for ensuring accuracy, transparency, and compliance in the valuation process. Key topics will include distributor comfort, liquidity management, and marketing considerations. The session will also highlight innovative approaches to valuing more complex assets, providing actionable insights for fund managers, advisors, and legal teams within the registered funds sector. Additionally, IPA members will receive an update on the revision process of the IPA Valuation Guidelines.
Location:
Central Park Ballroom Grand Foyer
11:45 AM-1:00 PM
Networking Lunch & Exhibits
Location:
Central Park DE
1:00-2:00 PM
General Session 6: The Future of Investment Strategies: Navigating Emerging Trends and Innovation
Join us for an insightful session that merges current market practices with future-focused discussions on the evolving world of registered investment strategies. This session will provide a deep dive into current fund strategies, while examining the future of asset classes beyond registered funds, such as novel private equity strategies, secondary credit, infrastructure, hedge funds, and blockchain technology. Industry experts will also explore key innovations in investment approaches, including the shifting dynamics between banks and asset managers, the integration of alternatives into model portfolios, and the rise of TAMP platforms. Don't miss this opportunity to gain actionable insights on the future of investment strategies and the trends shaping the industry.
Location:
Broadway, Fulton, Astor, Empire, Church, Beekman, Barclay, Carnegie
2:00-2:30 PM
Networking Break & Exhibits
Location:
Promenade/CentralPark AC
2:30-3:45 PM
Due Diligence Sessions
Location:
Off-site
3:45-4:00 PM
Networking Break & Exhibits
Location:
Promenade/CentralPark AC
4:00-4:45 PM
General Session 7: Due Diligence on Registered Funds: What to Know About Top Considerations and Common Pitfalls
The onboarding and distribution of registered funds are intricate processes that hinge on comprehensive due diligence involving both the selling group members and issuers, along with their respective service providers. During this session, speakers from leading firms will discuss best-in-class considerations for conducting due diligence on these registered offerings, and examine liquidity options, risks, and overall benefits of these alternative investment structures. This session will provide valuable insights into the subtle intricacies of the due diligence process; key questions that arise during reviews; the distinctions between various registered fund investments; and the timing, scope, and resources required for onboarding.
Location:
Off-site
5:00-5:45 PM
General Session 8: Global Perspectives: Leading International Alternative Asset Managers and Distribution Partners
Join a dynamic panel of leading global alternative asset managers and distribution partners for an in-depth exploration of the global alternative investments landscape. This session will provide a comprehensive overview of the opportunities and challenges across key markets, both within and beyond the U.S. Panelists will discuss strategies for navigating U.S. versus non-U.S. distribution channels, leveraging mirror funds to capture global demand, and developing innovative product structures tailored to diverse regions. Speakers will also address operational and jurisdictional considerations, as well as the critical role of partnerships with global distribution platforms in driving growth. Attendees will gain valuable insights into how top industry stakeholders are shaping the future of the alternatives sector through their varied approaches and experiences across different geographies.
Location:
Promenade/CentralPark AC
5:45-7:00 PM
Networking Reception & Exhibits
Location:
Off-site
7:00 PM
IPAConnect Dine Arounds
Location:
Promenade/CentralPark AC
7:30 AM
Registration Opens
Location:
Central Park West Foyer
7:30-8:30 AM
Due Diligence Symposium Breakfast
(For Broker Dealers, RIAs and Presenting Sponsors Only)
(For Broker Dealers, RIAs and Presenting Sponsors Only)
Location:
Central Park AC
8:30 AM-12:00 PM
Due Diligence Symposium
(For Broker Dealers, RIAs and Presenting Sponsors Only)
(For Broker Dealers, RIAs and Presenting Sponsors Only)
Location:
Broadway, Fulton, Astor, Empire, Church, Beekman, Barclay, Carnegie
12:00-1:00 PM
Due Diligence Symposium Lunch
(For Broker Dealers, RIAs and Presenting Sponsors Only)
(For Broker Dealers, RIAs and Presenting Sponsors Only)
Location:
Central Park AC
1:00 PM
Conference Concludes
Location:
Broadway, Fulton, Astor, Empire, Church, Beekman, Barclay, Carnegie
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The Venue
Waldorf Astoria Orlando
Step into a newly refined haven of luxury. Explore our property-wide reimagination that includes a floor-to-ceiling transformation inclusive of all guestrooms and suites, the lobby arrival experience, new design and culinary innovations at the award-winning restaurants Bull & Bear and Peacock Alley, enhancements to The Waldorf Astoria Spa and a complete restoration of the esteemed 18-hole Waldorf Astoria Golf Club.
$368/night plus tax and fees
Guest room Reservation block ends on Monday, November 18.
Guest room Reservation block ends on Monday, November 18.
Event Registration
IPA Members & Non-Members
General Sessions / Networking
Early Bird Registration Price: $1,099
(Closes October 18, 2024)
Non-Member Registration: $4,999
Member On-site Registration Fee: $1,999
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
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, email Megan Gavin or call (202) 548-7187.
Sponsorship Opportunities
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FAQs / Travel Policy
Travel Policy
Transportation
Hotel Rooming Policy
Important
Conference Cancellation and Substitution Policy