IPA Summit 2024 | Institute for Portfolio Alternatives | 1 May 2024 | Conrad Washington, DC, 950 New York Ave NW, Washington, DC 20001, USA

Join us at this summit, the industry's premier advocacy event, where we bring together thought leaders from the IPA community, global and boutique assets managers, financial intermediaries, and industry professionals to network, share ideas, and hear the latest SEC, FINRA and state regulatory updates.

2024 Speakers

Michael Robinson
Chairman & CEO, The Montgomery Strategies Group, LLC

John Cronin
Vice President and Head of State Government Relations, LPL Financial

Michelle Goldstein
Director of Government Relations, Morgan Stanley

Mark Quinn
Director of Regulatory Affairs, Cetera Financial Group

Natalie Brathwaite
Vice President, Government Relations & Public Affairs, Fidelity Investments

Anya Coverman
President and CEO, Institute for Portfolio Alternatives

Jason Goode
Partner, Alston & Bird, LLP

Chris Brown
Partner, Mindset

Kathleen Mellody
Head of Federal Government Relations, JPMorgan Chase

Esther Kahng
Chief Counsel, House Financial Services Committee (Rep. Maxine Waters, D-CA)

Catherine Fuchs
Policy Director, Senate Banking Committee (Rep. Tim Scott, R-SC)

Jillian Fitzpatrick
Managing Director, Government Relations, Blackstone

Kevin Gannon
Chairman and CEO, Stanger Investment Banking

Shiukay Hung
Partner and Co-Chair of National REIT Tax Practice, DLA Piper

Wes Sturdevant
Managing Director, Head of Client Solutions, Americas, iCapital

Christopher Stambaugh
Partner, DLA Piper

Courtney Jannsen
Principal, Blackstone

Sean Mullen
Executive Director & Head of Strategic Partnerships, Hightower

Chris Maxey
Chief Market Strategist, Wealthspire

Thomas Cohn
Partner and Chief Solutions Officer, Cerity

Paul M. Fox
Managing Director, Portfolio Manager, Artisan Wealth Advisory Group

Kendra Isaacson
Principal, Mindset

Lisa Gomez
US Department of Labor

Valerie Mirko
Partner and Leader, Securities Regulation and Litigation, Armstrong Teasdale

Nathaniel Stankard
Executive VP & Chief of Staff to Robert Cook, FINRA CEO

Leslie M. Van Buskirk
Administrator, Division of Securities, State of Wisconsin Department of Financial Institutions and NASAA President-Elect

Alison Nest
Managing Director and Head of Alternative Investments, Morgan Stanley

David Cohen
Partner, Apollo Global Management Inc.

Derek Craig
Director, KKR

Jay Frank
President, COO and Head of Distribution, Cantor Fitzgerald Asset Management

James V. Bruno
Managing Director and Head of the Americas, Brookfield Oaktree Wealth Solutions

Steve Snyder
SVP and Alternative Investments Product Management, LPL Financial

Bora Lim
Head of Hedge Fund Origination and Product Management, Bank of America

Brad Sussman
VP, Product Development and Research, Alternative Investments, Global Wealth Solutions at Raymond James

King Mueller
Partner, Mindset

Langston Emerson
Partner, Mindset

Kevin Walsh
Partner, Groom Law Group

Chris Brown
Partner, Mindset

Lisa Peto
Partner, Mindset

Tara M. Sinclair
Deputy Assistant Secretary for Macroeconomics in the Office of Economic Policy, Department of Treasury

Sal Gagliano
Chief Executive Officer, TIFIN AMP

David Levine
Principal, Groom Law Group

2024 Sponsors

PRESENTING SPONSORS:
• Capital Square
• Franklin Templeton
• Carter Funds
• First Trust
• Iron Point
• Invesco

CHAMPION SPONSORS:
• Alston & Bird
• Clifford Chane

ADVOCATE SPONSORS:
• Exchange Right
• Morrison Foerster
• Blackston
• CNL

PATRON SPONSORS:
• Baker McKenzie
• iCapital

SUPPORTERS:
• CAIS
• Cottonwood
• Inland
• Simpson Thacher
• DWS