April 29–May 1
Washington, D.C.
A leading event for the alternative investments industry in Washington, D.C., this gathering explores critical business, operational, and legal issues while connecting members with key regulators and legislators. It also features IPA’s Capitol Hill Lobbying Day, offering members the opportunity to meet influential policymakers and Congressional leaders in person.
Event Registration
IPA Members & Non-Members
General Registration
Member Registration: $2,199
On-Site Member Registration: $2,399
Non-Member Registration: $5,499
Register now
Private Banks/Broker-Dealers/RIAs/Family Offices
Due Diligence Symposium
Broker-Dealer/RIAs: Complimentary
Register now
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.
Event Details
Capitol Hill Day
We invite you to participate in IPA's Capitol Hill Day on Thursday, April 30, an essential opportunity to advocate for the continued growth of the alternative investments industry. During this event, we will meet with lawmakers to discuss critical issues such as tax policy, regulatory challenges, and the steps needed to ensure a thriving future for our sector.
IPA will provide transportation, ensuring a seamless experience as we work together to drive meaningful change. Participants will also have the chance to be part of a group photo and contribute to content that highlights our collective efforts.
Your involvement is crucial in shaping the policies that affect our industry’s success. We look forward to your participation in this important day of advocacy.
To join IPA's Capitol Hill Day, please make sure to register by Wednesday, April 16.
For questions, please contact IPA's Tracey Nilson at tnilson@ipa.com.
IPA will provide transportation, ensuring a seamless experience as we work together to drive meaningful change. Participants will also have the chance to be part of a group photo and contribute to content that highlights our collective efforts.
Your involvement is crucial in shaping the policies that affect our industry’s success. We look forward to your participation in this important day of advocacy.
To join IPA's Capitol Hill Day, please make sure to register by Wednesday, April 16.
For questions, please contact IPA's Tracey Nilson at tnilson@ipa.com.
hotel & location
Conrad
Washington, D.C.
With an art-forward approach to contemporary luxury, the Conrad invites you to experience DC through the lens of a local resident of the District and enjoy the culture and color that makes our nation’s capital one of the most incredible cities in the world.
Please confirm your reservation before our Thursday, April 9 deadline.
For additional details, please contact IPA's Tracey Nilson at tnilson@ipa.com.
For additional details, please contact IPA's Tracey Nilson at tnilson@ipa.com.
Agenda at a glance
6:00 – 9:00 PM
Board Reception and Dinner
7:30 - 8:30 AM
IPA Board of Directors Breakfast (Invitation Only)
8:30 - 11:30 AM
IPA Board of Directors Meeting (Invitation Only)
10:00 AM
Registration Opens
11:30 AM - 12:15 PM
IPA Board of Directors Luncheon (Invitation Only)
11:30 AM - 12:15 PM
Due Diligence Symposium Lunch
(Private Banks, Broker-Dealers, RIAs, Family Offices, and Presenting Sponsors Only)
(Private Banks, Broker-Dealers, RIAs, Family Offices, and Presenting Sponsors Only)
12:15 - 2:15 PM
Due Diligence Symposium
(Private Banks, Broker-Dealers, RIAs, Family Offices, and Presenting Sponsors Only)
(Private Banks, Broker-Dealers, RIAs, Family Offices, and Presenting Sponsors Only)
1:30 - 2:30 PM
IPASummit Opening Day Networking Reception
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.
2:30 - 2:45 PM
Conference Welcome and Opening Ceremony
Anya Coverman
President and CEO, Institute for Portfolio Alternatives
Jason Goode
IPA Chair, Partner, Alston & Bird LLP
Followed by Remarks from: Monroe Capital
2:45 - 3:00 PM
Investing in America Award Ceremony and Remarks
3:00 - 3:45 PM
Keynote Presentation: A Conversation with Hester Peirce, Commissioner, United States Securities Exchange Commission (SEC)
As the alternative investment market expands, regulatory oversight continues to evolve. In this session, SEC Commissioner, Hester Peirce, who was sworn in on January 11, 2018, will discuss current and emerging policy and regulatory issues at the Commission.
Hester M. Peirce
Commissioner, United States Securities and Exchange Commission
Moderator: Robert Bergdolt
Partner, DLA Piper
3:45 - 4:25 PM
Keynote Presentation: A Conversation with Robert L.D. Colby, Chief Legal Officer of FINRA
The growing role of alternative investments in the wealth channel has intensified FINRA’s regulatory focus on the risks, responsibilities, and supervisory frameworks surrounding their use. In this keynote conversation, FINRA Chief Legal Officer Robert Colby will discuss the evolving oversight of alternatives, including emerging exam priorities, supervisory and due diligence expectations, distribution and communications standards, and key market-integrity considerations shaping the landscape.
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Robert L.D. Colby
Chief Legal Officer, FINRA
Moderator: Blake Estes
Partner, Gibson Dunn
4:25 - 4:40 PM
Networking Break & Exhibits
4:40 - 5:25 PM
Liquidity Lessons: What the Credit Boom Is Teaching Us About Semi-Liquid Structures
Private credit has been one of the fastest-growing areas of private markets, particularly as wealth channel access has expanded through semi-liquid and evergreen vehicles. As these products have scaled rapidly, recent redemption pressures in certain credit strategies have sparked broader industry conversations about liquidity management and investor expectations. This session will explore the lessons emerging from these developments and what they mean more broadly for private market structures. Panelists will examine how asset managers are aligning portfolio construction with redemption frameworks, how platforms and advisors are approaching liquidity expectations, and how the next generation of semi-liquid products may evolve across credit, infrastructure, real estate, and other private market strategies.
Bora Lim
Head of Hedge Fund Origination & Product Management, Bank of America
John Cole Scott
President, CIO, CEF Advisors
5:25 - 6:10 PM
Global Perspectives: Structuring for International Expansion & Monitoring Market Trends
Alternative investment managers are increasingly evaluating opportunities beyond the United States, making it strategically important to understand how products are structured for global distribution and how investor priorities are evolving internationally. Building on momentum from the AltsGlobal Forum in London, this session will examine what leading firms are focusing on in terms of market positioning, access mechanics, and product design for cross-border applicability, including considerations around vehicle structuring across jurisdictions. Panelists will discuss what international investors are prioritizing, how U.S. managers are adapting product formats to reach new markets, and which global trends warrant attention as firms assess expansion strategies.
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Ben Wells
Partner, Simpson Thacher & Bartlett LLP
6:10 - 7:30 PM
IPASummit Opening Exchange
Networking Reception
7:30 PM
IPASummit Dine Arounds
7:00 AM
Registration Opens
7:00 – 8:00 AM
Networking Breakfast & Exhibits
8:00 – 9:00 AM
IPASummit Capitol Hill Day Transfers
(Pre-registration required)
(Pre-registration required)
9:00 AM – 1:00 PM
IPASummit Capitol Hill Day
(Pre-registration required)
(Pre-registration required)
1:00 - 2:15 PM
Networking Lunch & Exhibits
IPA Educational Roundtables | 2:15 PM - 3:15 PM
’40 Act Policy & Regulatory Roundtable
This session explores recent policy developments, regulatory priorities, and changes affecting alternative and private market investment access under the Investment Company Act of 1940. The discussion will begin with a brief fireside conversation highlighting key regulatory developments, followed by an interactive roundtable where participants will discuss current ’40 Act issues, share perspectives on the evolving policy environment, and examine practical legal, regulatory, and business considerations for firms navigating this landscape.
National Accounts Roundtable
As the alternative investments landscape continues to expand, national accounts teams face unique challenges in managing distribution strategies, meeting client demands and staying ahead of evolving market trends. Designed exclusively for National Accounts professionals, this closed-door roundtable will provide a forum to address the most pressing issues impacting national accounts within the alts space. With a focus on shared experiences and actionable solutions, the discussion will offer valuable perspectives to help strengthen partnerships, drive growth, and enhance operational efficiencies.
Wealth, Allocator & Distributor Roundtable
Designed for private banks, broker-dealers, registered investment advisers, and family offices, this closed-door roundtable will 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, 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.
3:15 - 3:30 PM
Networking Break & Exhibits
3:30 - 3:45 PM
Welcome
Anya Coverman
President and CEO, Institute for Portfolio Alternatives
Followed by Remarks from: Cion Investments
3:45 - 4:30 PM
Administrative Action: Retirement Policy and Access to Private Markets
Deputy Secretary of Labor Keith E. Sonderling will discuss the Department of Labor’s perspective on defined contribution plan policy and the evolving conversation around access to private market strategies in retirement plans. This session will address fiduciary standards, participant protections, and regulatory considerations shaping plan design and oversight. Attendees will gain timely insight into how administrative priorities may influence retirement investment access and long-term wealth-building opportunities for American workers.
Moderator: Kevin Walsh
Principal, Groom Law Group
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Speaker: Keith E. Sonderling
Deputy Secretary of Labor, U.S. Department of Labor
4:30 - 4:45 PM
Networking Breaks & Exhibits
4:45 - 5:30 PM
The Precision Play: The Rise of Specialty Fund Structures
With the continued maturation of the alternative investment landscape, one-size-fits-all allocations are giving way to more precise, sector-specific strategies. Managers are increasingly designing specialty funds that target specific areas of opportunity—from infrastructure and asset-based finance to technology and other differentiated segments of private markets. Alongside this shift in strategy is a parallel evolution in fund structures. From holdco and opco vehicles to retail-oriented 3(c)(7) funds and other innovative formats, managers are developing products tailored to specific investor segments and distribution channels. This panel will explore the forces driving this move toward precision, how these structures are being used in practice, and what allocators, advisors, and platforms should understand as specialty funds become a more prominent part of private market portfolios.
Kimberly Flynn
President, XA Investments
5:30 - 6:15 PM
Inside the Advisor Channel: How Wealth Firms Evaluate Alternatives Alongside Traditional Investments
The advisor channel continues to play an increasingly important role in the distribution of alternative investments. As access to private markets expands, advisors and wealth firms are increasingly evaluating how alternatives fit alongside traditional investments within client portfolios. Panelists will discuss how advisors compare private market strategies with traditional equity and fixed income exposures, what they look for in product design and manager relationships, and how alternatives are incorporated into portfolio construction. The conversation will also explore how advisors approach due diligence, client communication, and allocation decisions as private markets become a more prominent component of diversified portfolios.
Pat McGowan
Managing Director, Head of Alternative Investments and Manager Research, Sanctuary Wealth
6:15 - 7:30 PM
IPASummit 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 IPASummit.
7:30 PM
IPASummit 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)
(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)
(Private Banks, Broker-Dealers, RIAs, Family Offices, and Presenting Sponsors Only)
8:30 AM – 12:00 PM
Rising Leaders Program (Invitation only)
12:00 PM
Conference Concludes
IPASummit 2026 Sponsors
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General FAQs
What is the difference in registration rates for this event?
Are meals included with registration?
Does IPASummit 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 IPASummit?
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?