Member Committees

overview

Join us in informing and advancing our priorities

Each committee focuses on a key strategic area within the IPA’s overall mission and goals.
IPA Committees enable every IPA member to be engaged, provide input, and stay informed, and the work of the IPA is directly informed and guided by our members. Committees and their associated Subcommittees work on IPA educational initiatives that result in educational content, resources, and policy, and participating in Committees allows members to keep updated on topics of interest to them.
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Primary Contact
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Policy, Regulatory & Legal Affairs (PRLA)

The PRLA Committee is dedicated to advancing the alternative investments industry by engaging in regulatory and legislative activities. This includes addressing issues that emerge from Congress, the Administration, federal and state regulatory agencies, and state legislatures. The Committee evaluates policy positions and drafts comment letters for agencies, materials for Congress, and other pertinent documents. The PRLA Committee includes the following Subcommittees: Defined Contributions, Closed End Funds, Legislative Issues, and Tax Policy.

Leadership

co-CHAIR
Daniel Cullen
Partner
Baker & McKenzie LLP
co-CHAIR
Mark Quinn
Director of Regulatory Affairs
Cetera Financial Group

Industry Data & Research Committee

The Industry Data & Research Committee promotes the advancement of independent industry data, which guides analyses of investor behavior, including evaluations of investments, risk tolerance, liquidity requirements, demographics, market conditions and historical data analysis. The research also aims to identify statistical impacts on product performance across different market cycles, along with other critical performance data.

Leadership

CHAIR ELECT
Chris Shaw
Vice President
SS&C Technologies

Technology, Innovation & Operations Committee

The Technology, Innovation & Operations Committee focuses on identifying, promoting and advancing the adoption of standards that benefit asset managers, distribution partners and stakeholders providing services to the alternative investments industry. The Committee serves as an essential venue for thought leaders to engage in discussions and collaboration about best practices and enhancements in technology.

Leadership

CHAIR
Brendan Cuddihy
Chief Operating Officer
CAIS Group
CHAIR ELECT
Bill Robbins
Chief Executive Officer
WealthForge

Compliance & Due Diligence

This Committee promotes awareness and understanding of the impact of current regulatory matters relating to compliance through the exchange of information and resources. It works to foster the quality and consistency of risk management and due diligence associated with portfolio diversifying investments. In doing so, the Committee develops, promotes, and enhances industry best practices and guidelines for compliance and due diligence professionals. The Compliance & Due Diligence Committee includes the following Subcommittees: Rule 506, Valuations, and Managing Broker Dealers.

Leadership

CHAIR
James Linhardt
Attorney
Kunzman & Bollinger, Inc.
CHAIR ELECT
Bart Malcom
SVP, Head of Due Diligence
Ashford Securities, LLC

Diversity & Sustainability

This Committee works to support and advance efforts to achieve inclusive practices and sustainable growth within the alternative investment industry. The Committee plays a key role in developing best practices for the IPA and its members, as well as providing IPA members equity-focused events and other programming. In addition, the Committee explores advancing sustainability principles in alternative investments. Through these dual foci, the Committee seeks to build a more inclusive and resilient industry that is equipped to meet the challenges and opportunities of a rapidly changing global landscape.

Leadership

CHAIR
Margo Steahly
Senior Vice President
Trilogy Real Estate

Industry Products
Committee

The Industry Product Committee sets priorities and develops action plans for IPA member firms and stakeholders involved in the formation, distribution and operation of alternative investments. It aims to facilitate industry growth, develop guidelines, enhance investment information and resources, and strengthen support for industry participants.

Frequently Asked Questions

Learn more about participating on an IPA committee.

IPA STAFF LIASON

Mariellen Morris
Director of Programming & Education
(413) 364-5877
mmorris@ipa.com

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further reading

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