September 23–26

Conrad Hotel, Orlando, FL

Thank you for making this an unforgettable event!

September 23–26

Conrad Hotel, Orlando, FL

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overview

Join us in Orlando for the industry’s premier event.

Join us at IPAVision 2024, the premier industry event of the year, where influential leaders and stakeholders gather for product education, real-time analysis of industry trends, and the latest updates on regulatory and legislative issues.

Immerse yourself in insightful discussions led by industry thought-leaders on the current state of the market and economy. Stay informed about cutting-edge product innovations, investment strategies and technologies that are revolutionizing the industry, while taking advantage of maximum networking opportunities.

500+
Expected Attendees
160+
Broker-Dealers/RIAs

Networking & Knowledge

Connect with asset managers, broker-dealers, RIAs, fintech companies, law firms, transfer agents, consultants and many others as the alternative investments industry converges in Orlando, Florida. IPAVision represents the largest annual gathering in our industry, offering a platform to delve into today's trending topics and uncover valuable business insights.
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Keynote Speaker Presentations

Registered attendee from IPAVision can access presentations by clicking the link below. Please use the password that was provided to you via email. For technical assistance, please contact us at marcomm@ipa.com.

Agenda at a glance

12:00 PM
Registration Opens
2:00 pm – 5:00 pm
Navigating the Future: National Accounts Roundtable
Join us for an exclusive roundtable designed for national accounts professionals in the alternative investments industry. This interactive forum will explore emerging trends and discuss innovative strategies for partnership and growth within the industry. Participants will have the opportunity to hear from seasoned experts from some of the top firms in the United States, as well as network with peers and share insights in a collaborative environment. This engaging session aims to enhance your strategic approach in managing key relationships and driving investment product success through effective distribution channels. Agenda topics will include relationship management, business development, education and training, market intelligence, fund performance, compliance, marketing trends, the use of fintech, and many others.  You won’t want to miss it!

Agenda

2:00-2:15 PM: Welcome
2:15-3:15 PM: Panel I: A Conversation With Distribution Partners
3:15-3:30 PM: Break
3:30-4:30 PM: Panel II: Navigating the World of Fintech
4:30-5:00 PM: Hot Topics Discussion*: Discuss Timely Topics With Your Peers!
6:00-7:00 PM: Networking Reception With the IPA Board of Directors

Topics to include, but not limited to: Due diligence, regulatory challenges, capital raise, product structure, model portfolio, valuations, sector outlook, building relationships with key financial firms and partners, education and training resources, developing marketing strategies to support distribution partners, best practices for performance and sales strategies.
Emily Calcagno | Moderator
Executive Vice President, Head of National Accounts,
BlueRock Capital Markets
Angela Barbera | Moderator
Director, National Accounts,
NexPoint Securities 
Michelle Moore | Moderator
Managing Director for the IBD Channel,
Axxes Capital
Sean Mullen | Speaker
Executive Director & Head of Strategic Partnerships,
Hightower Advisers
John Carter | Speaker
Senior Product Leader, Managed Investments, Edward Jones
Lauren Passarelli, CIMA® | Speaker
Senior Vice President, Enterprise Relationship Management,
CAIS
Jen Ronan | Speaker
Vice President, Alternative Solutions,
iCapital
Emily Barringer, CAIA® | Speaker
Director of Strategy and Product,
SEI Global Services, Inc.
Rob Curry | Speaker
Director, Hedge Fund Origination and Product Management,
Bank of America
Samuel Cote | Speaker
Senior Director, Alternative Investments,
Ameriprise Financial
2:00 pm – 5:00 pm
Rising Leaders Alumni Meeting (Invitation Only)
We are excited for you to join us for this dynamic Alumni Program, where expert speakers that will guide you through essential strategies for building your professional brand, engage in meaningful networking, promote your visibility and help maximize continued career growth in the competitive alternatives industry.
Alessandra Wall, PhD | Speaker
Founder,
Noteworthy
Cate Luzio | Speaker
Founder,
Luminary
Nan Tolbert | Speaker
Executive Communication Coach
The Communication Center
Stephanie Ortbals Tibbs | Moderator
Founding Partner
Soundcheck Communications Consulting
2:00 pm – 5:00 pm
Board of Directors Meeting (Invitation Only)
6:00 pm – 7:00 pm
Board of Directors, Rising Leaders Alumni & National Accounts Reception (Invitation Only)
7:00 pm – 9:00 pm
Board of Directors & Rising Leaders Alumni Dinner (Invitation Only)
7:30 am
Registration Opens
7:30-8:30 am
Networking Breakfast & Exhibits
8:30 am - 12:00 pm
Due Diligence Symposium
Attendees: Broker-Dealers, RIAs and Presenting Sponsors only
12:00-1:00 pm
Due Diligence Symposium Lunch
Attendees: Broker-Dealers, RIAs and Presenting Sponsors only
1:00-3:00 pm
Innovators and Integrators Expo & Welcome Reception
IPA’s Innovators and Integrators Expo offers attendees the opportunity to engage with a diverse range of firms, from cutting-edge technology companies to strategic service providers. Experience interactive showcases and demonstrations, demo groundbreaking products, and explore innovative solutions and strategies. Whether you’re interested in advancing your technological capabilities, exploring new frameworks, or adopting novel business strategies, this expo features a wealth of offerings from the industry’s top innovators and integrators. At the heart of this expo is a dynamic exchange of ideas, fostering strategic discussions and collaboration among peers, partners, and potential new clients. Join us to connect, explore, and be inspired by a holistic view of the future of industry technology and solutions.
1:30-2:30 pm
IPA Committee Meetings
Compliance and Due Diligence

Diversity and Sustainability

Policy, Regulatory, and Legal Affairs

Technology, Innovation, and Operations
3:00-3:30 pm
Opening Ceremony and Welcome Remarks
Anya Coverman
President & CEO,
Institute for Portfolio Alternatives 
3:00-3:30 pm
General Sessions
3:30 – 4:00 pm
General Session 1: Unveiling Insights: The AltsLeaders Survey Results With Mark Goldberg
Back by popular demand, join us as we reveal the findings from the second AltsLeaders Survey, conducted by industry veteran, Mark Goldberg, in conjunction with and support from the IPA. This independent survey is dedicated to uncovering the principal trends, challenges, and opportunities faced by distribution partners employing alternative investments. Discover broker-dealer and RIA perspectives on product structures, asset classes, and overall investment objectives. Explore the latest results and track the evolving trends from this extensive survey. As the alternatives industry undergoes remarkable changes, staying informed on these patterns and customer preferences is crucial. This session will offer actionable ideas and solutions to help strategically shape and advance your organization’s future.
Mark Goldberg
Independent Board Director and Advisor
4:00 – 5:00 pm
General Session 2: Alts Talk: Real-Time Insights from Distribution Partners
Join us for a dynamic session moderated by Mark Goldberg and featuring leading distribution partners who participated in the recent AltsLeaders Survey. This interactive panel discussion will delve into their real-time feedback on current industry trends, the types of products and strategies they are seeking, and the key challenges they encounter when reviewing offerings and working with managers. Gain insight into how market and economic conditions are shaping their perspectives and decision-making processes. Building on the insights from last year’s popular session, this discussion will provide a deeper understanding of how to effectively engage and collaborate with this crucial segment of our industry. Hear directly from these expert panelists as they share their vision on the future of financial services and the pivotal role alternative investments will play in its growth.
Mark Goldberg | Moderator
Independent Board Director and Advisor
Alison Nest | Speaker
Head of Alternative Investments, Managing Director,
Morgan Stanley
Erik Niland | Speaker
SVP, Product Due Diligence,
Osaic
Mark Sutterlin | Speaker
Head of Alternative Investments,
Bank of America
Patrick McGowan | Speaker
Managing Director, Head of Alternative Investments,
Sanctuary Wealth
Paul Mumma | Speaker
Vice President, Wealth Management Solutions, Ameriprise Financial
5:00 – 5:30 pm
Awards Presentations
5:30 pm – 7:00 pm
Networking Reception
7:00 pm
IPAVision 2024 Dine Arounds
7:30 am
Registration Opens
7:30 – 8:30 am
Networking Breakfast and Exhibits
8:30 – 8:45 am
Welcome
Anya Coverman
President & CEO,
Institute for Portfolio Alternatives 
8:45 - 10:30 am
General Sessions
8:45 – 9:30 am
General Session 3: Keynote Presentation With Chip Roame, Founder, Tiburon Strategic Advisors
Join us for a keynote discussion with Chip Roame, Founder & Managing Partner of Tiburon Strategic Advisors, as he explores the current state of the wealth & investment management (& WealthTech) industry, and the evolving landscape of investor and financial advisor trends. Drawing from his extensive experience and research advising the top echelons of wealth and investment management (& WealthTech), Mr. Roame will provide a comprehensive analysis of key sectors including alternative investments, and both private and public markets. His insights will offer valuable perspectives on strategic initiatives critical for staying ahead in the industry’s fastest-growing areas. This session is an unparalleled opportunity to gain foresight into the dynamic market conditions, understand the evolving investor demands, and learn strategies to optimize your investment approaches and gain a competitive edge.
Chip Roame
Founder & Managing Partner,
Tiburon Strategic Advisors
9:30 – 10:30 am
General Session 4: Journey Through Capital Markets: Fundraising, Performance, and Data Exploration
Dive into the dynamic world of alternative investments in this engaging session featuring three expert-led presentations. Kevin Gannon, Chairman & CEO of Robert A. Stanger & Co., Inc., Mike Kell, Senior Vice President of Education Strategy and Programs at iCapital, and Taylor Garrett, President, Orchard Securities/Mountain Dell, will each provide a unique perspective on the forces shaping alternative investments in our capital markets today. Attendees will gain a comprehensive understanding of product launches, sector plays, performance metrics, and the latest trends in fundraising. Designed to empower industry leaders and financial professionals, this session will equip you with the knowledge to make informed decisions, leverage emerging opportunities, and refine strategies for optimal performance in a competitive landscape. Discover essential insights and trends crucial for navigating and enhancing your firm’s success.
Kevin Gannon | Speaker
Chairman & CEO, Robert A. Stanger & Co., Inc. 
Mike Kell | Speaker
Senior Vice President, Alternative Solutions,
iCapital
Taylor Garrett | Speaker
President,
Orchard Securities/Mountain Dell
10:30 – 11:00 am
Networking & Exhibits Break
11:00 am – 12:00 pm
Breakout Sessions
11:00 am – 12:00 pm
Session 1: Advancing Toward Mutual Funds for Non-Traded Alternative Investment Products
Join industry leaders for a panel discussion exploring the integration of liquid investment structures with traditionally illiquid assets like non-traded REITs, BDCs, private equity, and more. Experts will evaluate the pros and cons of adopting mutual fund-like operational frameworks, focusing on investment strategies, operational adjustments, and structural considerations that could attract a broader investor base. The session will cover the benefits and challenges of aligning illiquid investments with liquid investment principles, including enhanced investor accessibility, liquidity, and transparency, while considering the impact of technological innovations, communications and regulatory compliance.
Keith A. Jones | Moderator
Senior Managing Director,
Nuveen
Justin Schwartz | Speaker
Executive Director, Product Management Wealth Management Services,
AIP | I&RS, DTCC
Ben Wells | Speaker
Partner,
Simpson Thacher
Chris Shaw | Speaker
Vice President, Head of Retail Alternative Transfer Agency,
SS&C
Jon Zimmerman | Speaker
Head of US Product Development,
PGIM Investments, LLC
11:00 am – 12:00 pm
Session 2:  The Past, Present, and Future of Education: Elevating Alternative Investments in Client Portfolios 
Dive into the future of education for alternative investments in this insightful breakout session. This discussion will cover the essential types of education needed to empower advisors and investors, focusing on asset allocation strategies and the integration of alternatives into retail client portfolios. Panelists will explore how institutional managers and investors approach education, data, and research, and how these insights can be leveraged by the private wealth channel. The session will also reflect on the progress made in educating the industry about alternative investments and identify the gaps that still exist. Attendees will gain a comprehensive understanding of the educational advancements required to make illiquid, non-traded alternatives a staple in investment portfolios, fostering meaningful growth and informed decision-making in the alternative investment landscape.
Bill Duffy | Moderator
Vice President, Alternative Investments,
Fidelity
Tony Davidow, CIMA® | Speaker
Senior Alternatives Investment Strategist,
Franklin Templeton Institute
Fran Golden | Speaker
Managing Director, Private Wealth Solutions, Blackstone
Mike Kell | Speaker
Senior Vice President, Alternative Solutions,
iCapital
Jason Stipp | Speaker
Senior Data Strategist, Data & Analytics,
Morningstar, Inc.
11:00 am – 12:00 pm
Session Three: Rapid-Fire Insights on Commercial Real Estate, Valuations, and the Markets: Navigating the Alternatives Sector
Join us for an engaging, fast-paced exploration into the current and future landscape of commercial real estate and market valuations. This session features insights from leading economists and valuation specialists, who will discuss emerging trends, significant market shifts, and the overall outlook. Deepen your understanding of strategic positioning within these sectors for investor portfolios and delve into forecasts and trends that could shape future market directions. Explore opportunities and challenges for the overall industry and IPA members.
Douglas J. Ticus | Moderator
Principal,
Capright
Andrew Korz, CFA | Speaker
Executive Director, Investment Research,
FS Investments
Keith Lampi | Speaker
CEO and President,
Inland Real Estate Investment Corporation
Rich Hill | Speaker
Senior Vice President, Head of Real Estate Strategy & Research,
Cohen & Steers
Jolly Singh | Speaker
Principal, Co-Head of Real Estate,
CIM Group
12:00 – 1:30 pm
Networking Lunch & Exhibits
1:30 – 2:30 pm
IPAVision’s Educational Roundtables
1:30 – 2:30 pm
Broker-Dealer Roundtable
IPAVision’s Broker-Dealer Roundtable is a forum bringing together executives from across the broker-dealer community to discuss and explore key industry trends and challenges. This closed-door meeting focuses on the alternative investment landscape, addressing issues broker-dealers face and discussing strategies to stay ahead in the changing market environment. Participants will engage in candid conversations about business, operational, regulatory, and legal aspects, examining effective integration and utilization of alternative investments.
John Bluemke | Moderator
Partner,
Avivant Partners
Bora Lim | Roundtable Leader
Head of Hedge Fund Origination & Product Management,
Bank of America Merrill Lynch
Brad Sussman | Roundtable Leader
Vice President, Alternative Investments Product Development and Research, Global Wealth Solutions, Raymond James
Peter Schaffer | Roundtable Leader
Vice President, Investment Sales,
Avantax Wealth Management
1:30 – 2:30 pm
Registered Investment Adviser (RIA) Roundtable
IPAVision’s RIA Roundtable offers a dedicated forum for executives from the RIA community to explore key trends and challenges in the evolving landscape of alternative investments. This closed-door session will address specific issues and questions RIAs face, discussing strategies to navigate the changing market environment. Participants will engage in in-depth conversations about strategic, regulatory, and operational approaches, with a focus on effectively utilizing alternative investments to enhance client portfolios.
Darren Whissen | Roundtable Leader
Vice President, Executive Vice President,
Pinnacle Capital Group
Julie Sullivan | Roundtable Leader
President,
Strategic Blueprint, LLC
1:30 – 2:30 pm
Tax Policy Advisory Roundtable
At IPAVision’s Tax Policy Advisory Roundtable, industry experts gather to share crucial updates on the complex and evolving tax policy issues and compliance regimes facing today’s firms. This session will feature deep dive discussions on hot topics, tax challenges, and audit initiatives specific to the alternative investment industry, including the commercial real estate and private credit sectors. Participants will actively engage in addressing the tax and accounting challenges that define the current landscape, and leave attendees equipped with the latest insights and strategies to effectively navigate these complexities.
Dan Cullen | Roundtable Leader
Partner,
Baker McKenzie
Shiukay Hung | Roundtable Leader
Partner and Co-Chair of National REIT Tax Practice, DLA Piper
Rich LaFalce | Roundtable Leader
Partner,
Morgan, Lewis & Bockius LLP
Mark Sleighter | Roundtable Leader
Tax Senior Manager,
Deloitte Tax LLP
King Mueller | Speaker
Principal,
Mindset
Kendra Isaacson | Speaker
Principal,
Mindset
1:30 – 2:30 pm
NASAA/State Policy Roundtable
The IPAVision’s NASAA/State Policy Roundtable provides a dedicated forum for key stakeholders to engage in an informative and interactive session discussing the challenges faced by alternative investment managers and distributors in their interactions with NASAA and state regulators. This roundtable will explore the complexities of navigating state securities regulations and offer updates from NASAA’s recent annual conference, including discussions on the NASAA REIT Guidelines, recent rule-making proposals in various states, and the future of state regulation of alternative investments. Participants will also examine how NASAA’s initiatives are influencing firm decisions on public versus private product design and structure.
Anya Coverman | Roundtable Leader
President & CEO,
Institute for Portfolio Alternatives
Christopher Gerold | Roundtable Leader
Partner,
Lowenstein Sandler LLP
Tom Selman | Roundtable Leader
President and CEO,
SCOPUS Financial Group
Marc Minor | Roundtable Leader
Senior Counsel,
Thompson Hines
Chris Brown | Roundtable Leader
Partner,
Mindset
Lisa Peto | Roundtable Leader
Partner,
Mindset
Mark Quinn | Roundtable Leader
Director of Regulatory Affairs,
Cetera Financial Group
2:30 – 3:00 pm
Networking Break & Exhibits
3:00 – 5:15 pm
General Sessions
3:00 – 3:30 pm
General Session 5: Economic and Financial Policy Ramifications with Jim Ellis of The Ellis Insight
Join us for an insightful keynote session with Jim Ellis of The Ellis Insight and a seasoned veteran in political and legislative affairs. For some eight years, Jim distributed his daily political columns through the Performance Results International Strategic Management firm (PRIsm), where he was a Senior Consultant. Now he hosts these columns on his own platform, The Ellis Insight, providing expanded electoral analysis and a combined dimension of political and public affairs information. With one of the most unique and exciting elections in American history already underway, this keynote will delve into the current political and policy landscape, offering perspectives on the upcoming Presidential and Congressional elections and their potential economic ramifications and implications for financial services and capital markets. Gain invaluable insights into how political and legislative risks are managed at the highest levels and what the future might hold for the industry.
Jim Ellis
The Ellis Insight
3:30 – 4:15 pm
General Session 6: RIA Speaks: Bringing to View the Insights of Unique RIAs, RIA Aggregators, and Family Offices
The IPA is thrilled to present RIA Speaks, an industry event that brings together a diverse group of respected RIAs, RIA aggregators, and family offices. After a highly successful inaugural session at IPAVision 2023, we are excited to host this popular event for the second time at IPAVision 2024. This exclusive gathering offers a rare opportunity to hear directly from key players in this distinctive distribution channel, representing a wide range of firms. During the discussion, you will gain unique insights into the concerns, preferences, and idiosyncrasies of industry-leading RIAs. Panelists will offer firsthand accounts of their approach to advising clients and their perspectives on both mainstream and alternative investment products, including working with retail and institutional clients. Join us for RIA Speaks at IPAVision to expand your knowledge, forge meaningful connections, and stay informed in this rapidly evolving distribution channel.
Tom Kiley | Moderator
Head of RIA,
Calamos Investments
Kevin Sullivan | Speaker
Director of Advisor Growth and Engagement,
Private Advisor Group
Bob Shea | Speaker
Chief Investment Officer,
Dynasty Financial Partners
Trent Leyda | Speaker
Managing Director and Chief Investment Officer,
SpirePoint Private Client
4:30 – 5:15 pm
General Session 7: Charting the Future: The Next Frontier in Alternative Investments
In a rapidly evolving alternative investment industry, artificial intelligence (AI) is reshaping investment strategies, decision-making, and operational efficiency. AI-driven tools allow for real-time data analysis, uncovering hidden trends and reducing human error, while also enhancing risk assessment and customization of portfolios. Oren Michaely, Director of AI at Motive Partners, brings a unique perspective to this transformation with his deep experience in military and Microsoft intelligence. His expertise in working with complex data environments and leveraging cutting-edge technology makes him a key voice in understanding how AI can drive innovation in financial services. As alternative investments continue to grow, Michaely’s insights into the latest AI trends, opportunities for growth, and the challenges of adoption will provide valuable foresight for industry professionals looking to stay ahead of the curve.
Brendan Cuddihy | Moderator
Chief Operating Officer,
CAIS
Oren Michaely | Speaker
Director of AI,
Motive Partners
5:15 – 6:30 pm
Networking Reception
6:30 pm
IPAVision 2024 Dine Arounds
7:30 am
Registration Opens
7:30 – 8:30 am
Networking Breakfast and Exhibits
8:30 am – 12:45 pm
Due Diligence Symposium
Attendees: Broker-Dealers, RIAs and Presenting Sponsors only
12:45 – 1:45 pm
Due Diligence Symposium Lunch
Attendees: Broker-Dealers, RIAs and Presenting Sponsors only
2:00 pm
Conference Concludes

Event Registration

IPA Members & Non-Members

General Sessions / Networking
Regular Registration: $1,699
(Closes September 20, 2024)
Non-Member Registration: $4,999
On-site Registration Fee: $1,999
Register now
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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
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The Venue

Conrad Orlando

Inside the lush 1,100 acres at Evermore Orlando Resort is a captivating retreat. Buffered by a nature preserve, Conrad Orlando offers everything from a tranquil water garden to thrilling aquatic adventures. Explore our eight-acre crystalline lagoon, golf at the acclaimed Links Course, and dine at our five restaurants and lounges. Take the dedicated motor coach to Walt Disney World® Resort, less than three miles away.
The IPAVision Room block has closed.
For more information, please contact Tracey Nilson at
tnilson@ipa.com.

IPAVision 2024 Due Diligence Sponsors

IPAVision 2024 Event Sponsors

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.

Attending Firms

  • Accordant
  • Accretive Wealth Management
  • Accruit
  • Adams Street Partners
  • Alliance 160, LLC
  • Alston & Bird LLP
  • American Trust Investment Services
  • Ameriprise Financial
  • AOG Wealth Management
  • Apollo Global Management, LLC
  • Ares Wealth Management Solutions
  • Arete Wealth Advisors
  • Arkadios Capital
  • Ashford Securities, LLC
  • Avantax
  • Axxes Capital LLC
  • Baker & McKenzie LLP
  • Bank of America
  • Beacon Ridge Capital Management
  • Berthel Fisher & Company Financial Services Inc.
  • BlackRock
  • Blackstone
  • Blue Owl Capital
  • Bluerock
  • Bourbon Financial
  • Bridge Investment Group
  • Broadridge Financial Solutions, Inc.
  • Brookfield Oaktree Wealth Solutions
  • CAIS
  • Calamos Investments
  • Cambridge Investment Research Inc.
  • Cantor Fitzgerald
  • Capital Markets IQ, LLC
  • Capital Square
  • Capright
  • Carter Funds
  • Cerity Partners
  • Cetera Financial Group
  • CFG Wealth Management
  • Charles Schwab & Co, Inc.
  • CIM Group
  • CION Investments
  • Clarion Partners
  • CNL
  • Cohen & Steers
  • Colliers International
  • Commonwealth Financial Network
  • Computershare
  • Core Spaces
  • Cottonwood Communities
  • Daphne
  • Deloitte & Touche LLP
  • DLA Piper US LLP
  • DTCC - AIP
  • DWS RREEF Property Trust
  • Dynasty Financial Partners
  • Eagle Point Credit Management LLC
  • Edward Jones
  • Emerson Equity, LLC
  • EQT Partners, Inc.
  • ExchangeRight Real Estate, LLC
  • FactRight, LLC
  • Fidelity Investments
  • First Eagle Investments
  • First Trust Portfolios, L.P.
  • Fortress Investment Group
  • FourStar Wealth Advisors
  • Franklin Templeton Alternative Investments
  • FS Investments
  • GCB Private Wealth
  • Gladstone Securities
  • Golub Capital
  • Great Lakes Fund Solutions, Inc.
  • Griffin Capital Company, LLC
  • Groom Law Group
  • High Tower Advisors
  • Hines Securities, Inc.
  • Humphreys Capital
  • IBN Financial Services, Inc.
  • iCapital
  • Independent Financial Group, LLC
  • Inland Real Estate Investment Corporation
  • Insight Partners
  • Integras Partners
  • Invesco Real Estate
  • iownit
  • J.P. Morgan Asset Management
  • JLL Income Property Trust
  • Kennedy Lewis Investment Management
  • KKR & Co. (Kohlberg, Kravis, Roberts & Co.)
  • Kunzman & Bollinger, Inc.
  • LaSalle Investment Management
  • LODAS Securities, LLC.
  • LPL Financial LLC
  • Magnolia Private Wealth
  • Megatel Capital Investments
  • Merchants Capital Trust
  • Mindset
  • MLG Capital
  • Monroe Capital
  • Morgan Stanley
  • Morgan Stanley Wealth Management
  • Morgan, Lewis & Bockius LLP
  • Morningstar
  • Morris, Manning & Martin, LLP
  • Morrison & Foerster LLP
  • Nelson Mullins Riley & Scarborough LLP
  • NexPoint
  • NI Advisors
  • North Capital
  • Nuveen
  • Opto Investments
  • Orchard Securities
  • Osaic
  • Oxford Funds, LLC
  • Pacific Oak Capital Markets
  • Peachtree Group
  • PGIM Real Estate
  • Phoenix American
  • Pinnacle Capital Group
  • Preferred Capital Securities
  • Principal Asset Management
  • Private Advisor Group
  • RAIS
  • Raymond James Financial
  • Real Assets Adviser
  • Redbrick LMD, LLC
  • Robert A. Stanger & Co., Inc.
  • S2 Capital
  • Sanctuary Wealth
  • SCOPUS Financial Group
  • Sealy Investment Securities, LLC
  • SEI Global Services, Inc.
  • Seyfarth Shaw LLP
  • Simpson Thacher & Bartlett LLP
  • Skyway Capital Markets
  • Snyder Kearney, LLC
  • SS&C Technologies, Inc.
  • Starwood Real Estate Income Trust, Inc.
  • Stockbridge
  • Strategic Blueprint, LLC
  • Synergy Private
  • The Bowman Law Firm, LLC
  • The Ellis Insight
  • The Strategic Financial Alliance
  • Thornhill Securities, Inc.
  • Tiburon Strategic Advisors
  • Time Equities, Inc.
  • Tobin & Company
  • Trilogy Real Estate Group
  • Triton Pacific Securities
  • UBS
  • Ultimus Fund Solutions, LLC
  • UMB Fund Services
  • Venable LLP
  • Wealthforge
  • Wilbanks Partners LLC
  • FAQs / Travel Policy