September 15-17
Atlanta, GA
The premier industry event of the year convenes over 500 influential leaders and stakeholders for an exploration of macroeconomic and investment management trends, innovative solutions, product education and exclusive networking opportunities.
Agenda at a glance
1:00 PM
Registration Opens
2:00 – 5:00 PM
Alts Strategic Forum: Evolving Infrastructure, Structures & Strategy
2:00 – 5:00 PM
Rising Leaders Program (Invitation Only)
2:00 – 5:00 PM
IPA Board of Directors Meeting (Invitation Only)
6:00 – 9:00 PM
Board & Rising Leaders Reception and Dinner (Invitation Only)
8:30 AM
Registration Opens
8:30 - 9:30 am
Due Diligence Symposium Breakfast
Private Banks, Broker-Dealers, RIAs, Family Offices, and Presenting Sponsors Only
9:30 AM - 12:00 PM
Due Diligence Symposium
Private Banks, Broker-Dealers, RIAs, Family Offices, and Presenting Sponsors Only
12:00 - 1:00 PM
Due Diligence Symposium Lunch
Private Banks, Broker-Dealers, RIAs, Family Offices, and Presenting Sponsors Only
12:30 - 1:30 PM
Innovators and Integrators Expo & Networking Reception
1:30 - 1:45 PM
Conference Welcome and Opening Ceremony
1:45 - 2:15 PM
IPA Awards Presentation
2:15 - 3:45 PM
General Sessions
3:45 - 4:10 PM
Connect & Recharge Break
4:10 - 6:15 PM
General Sessions
6:15 - 7:30 PM
IPAVision Opening Exchange Networking Reception
Presented by iCapital
Presented by iCapital
7:30 am
Registration Opens
7:30 - 8:30 AM
Due Diligence 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 - 10:20 AM
Due Diligence Symposium
Private Banks, Broker-Dealers, RIAs, Family Offices, and Presenting Sponsors Only
10:45 - 10:55 AM
Welcome
10:55 AM - 12:45 PM
General Sessions
12:45 - 1:45 PM
Networking Lunch & Exhibits
1:45 - 2:45 PM
Educational Breakout Sessions
2:45 - 3:00 PM
Connect & Recharge Break
3:00 - 4:00 PM
Educational Breakout Sessions
4:00-4:30 PM
Connect & Recharge Break
4:30 - 6:00 PM
General Sessions
6:00 - 7:30 PM
IPAVision Power Social
Presented by Goldman Sachs
Presented by Goldman Sachs
7:30 am
Registration Opens
7:30 - 8:30 am
Networking Breakfast
8:30 AM - 12:00 PM
Due Diligence Symposium
Private Banks, Broker-Dealers, RIAs, Family Offices, and Presenting Sponsors Only
12:00 PM
Conference Concludes
Event Registration
IPA Members & Non-Members
General Sessions / Networking
Member Registration: $2,399
On-Site Member Registration Fee: $2,599
Non-Member Registration: $6,099
Register now
Private Banks/Broker-Dealers/RIAs/Family Offices
Includes 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.
The Venue
Signia Hilton Atlanta, GA
Signia by Hilton Atlanta, with 975 guest rooms, offers both meeting planners and travelers an elevated experience – from chef-driven restaurants to 130,000 sq. ft. of event space. Located in the heart of Atlanta and connected to Georgia World Congress Center with close proximity to major downtown venues.
The room rates will be at $329 per night plus taxes and fees, and the room block will be open through Wednesday, August 26, 2026.
For more information, please contact Tracey Nilson at tnilson@ipa.com
For more information, please contact Tracey Nilson at tnilson@ipa.com
IPAVison 2026 Sponsors
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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 Ian Alphin or call (202) 548-7187.
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Attending Firms
- Accretive Wealth Management
- Accruit Private Client Group
- Adams Street Partners
- Alchelyst
- Alliance Advisors
- Alliance Global Partners
- Alston & Bird LLP
- Ameriprise Financial Services
- Apollo Global Management
- Archer Investors
- Ares Wealth Management Solutions
- Baird
- Baker & McKenzie LLP
- Balbec Capital LP
- Bank of America
- BlackRock
- Blackstone
- Blue Owl Capital
- Booster Asset Management
- Broadridge
- Brookfield
- CAIS
- Cantor Fitzgerald
- Capital Square
- Capitalia Advisors LLC
- Capright
- Cetera Financial Group
- Chauner Securities Inc.
- CIM Group
- Citco Retail Alternative Fund Services (USA)
- CNL
- Commonwealth/LPL
- Computershare
- Corastone
- Core Spaces
- Cottonwood Communities Inc.
- Debevoise & Plimpton
- Deloitte & Touche LLP
- DLA Piper
- Eagle Point Credit Management LLC
- Edward Jones
- Envision Financial Systems
- EP Wealth Advisors
- Expect Miracles Foundation
- F.L. Putnam Investment Management Company
- FactRight LLC
- Fidelity Investments
- Fortress Investment Group
- Forum Investment Group
- Franklin Templeton
- Future Standard
- Gibson Dunn
- Global Wealth Management LLC
- Goldman Sachs Asset Management
- Griffin Capital Company LLC
- High Speed Alliance
- Hightower Advisors
- Hines Private Wealth Solutions
- I Squared Capital
- iCapital
- Inland Real Estate Investment Corporation
- Integras Partners
- Invesco
- J.P. Morgan Chase
- Jefferies
- JLL Income Property Trust
- John Hancock
- KKR & Co.
- Kroll LLC
- LaSalle Investment Management
- LPL Financial LLC
- Macquarie
- Magnolia Private Wealth
- MassMutual Financial Group
- Monroe Capital
- Morgan Stanley
- Morrison & Foerster LLP
- Nelson Mullins Riley & Scarborough LLP
- New York Life
- NI Advisors
- Nobles & Richards Inc.
- Nuveen
- Paul M. Wendee & Associates LLC
- PGIM Real Estate
- Principal Asset Management
- Prospect Capital Management
- Raymond James
- Revere Securities LLC
- Robert A. Stanger & Co. Inc.
- Sagard
- Sanctuary Wealth
- Sealy & Company
- Sightbridge Capital Partners
- Simpson Thacher & Bartlett LLP
- Snyder Kearney LLC
- Southern California Wealth Management Associates LLC
- SS&C Technologies
- Stambaugh Law LLP
- Stockbridge
- Stonepeak
- Strategic Blueprint LLC
- The Carlyle Group
- Tiburon Strategic Advisors
- Trident Strategic Partners
- Troutman Pepper Locke
- UBS Financial Services Inc.
- Ultimus Fund Solutions
- Vanguard
- Vistra Fund Solutions
- Wells Fargo
- Xanadu Capital LLC
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General FAQs
What is the difference in registration rates for this event?
Are meals included with registration?
Does IPAVision 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 IPAVision?
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?
Due Diligence Symposium Travel Reimbursement Policy
What do Distribution Partners receive for participating in the DDS?