IPAConnect & Due Diligence Symposium 2024 | Institute for Portfolio Alternatives | 5 February 2024 | VEA Newport Beach, A Marriott Resort & Spa, 900 Newport Center Dr, Newport Beach, CA 92660, USA
Venue
VEA Newport Beach, A Marriott Resort & Spa
VEA Newport Beach, A Marriott Resort & Spa, 900 Newport Center Dr, Newport Beach, CA 92660, USA
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| Event Date |
Mon Feb 5 PST - Wed Feb 7 PST (10 months ago)
In your timezone (EST): Mon Feb 5 3:00am - Wed Feb 7 3:00am |
| Location |
VEA Newport Beach, A Marriott Resort & Spa
900 Newport Center Dr, Newport Beach, CA 92660, USA |
| Region | Americas |
Details
Join as in an interactive dealmaking event, where private market thought leaders come together to meet and collaborate with industry professionals. Join the IPA community as we explore and advance the ever-expanding private offering market. This is also offers managers the opportunity to showcase their investment opportunities and expand their network with key industry stakeholders.
• Product Due Diligence
Participate in small-group discussions on current and future of private offerings from leading asset managers as part of our event.
• Market Updates
Review the latest investment strategies and updated approaches to wholesaling and distribution.
• Networking Events
Connect with like-minded professionals on emerging trends, investor sentiment, product innovation and industry growth.
Speakers
2024 Speakers
MODERATORS:
Kunal Shah
Managing Director, Head of Private Asset Research & Model Portfolios, iCapital
Dan Cullen
Partner, Baker & McKenzie
Thomas Selman
President & CEO, Scopus Financial
John Palmer
CEO, RAIS Inc.
Nick Rosenthal
Co-Chief Executive Officer, Griffin Capital
SPEAKERS:
Chad LaFauci
Vice President, Alternative Investments, Commonwealth Financial Network
Jeff Garden
Senior Managing Director, Chief Investment Officer, Lido Advisors
Arielle Jaffe
Vice President Strategic Relationships, Cetera Financial Group
Drew Chan
Co-Chief Investment Officer, First Foundation
Warren Thomas
Founder and Managing Partner, ExchangeRight
Andrew Dornbusch
Managing Director, JLL Income Property Trust
Sara Beugelmans
Managing Director, Brookfield Oaktree Wealth Solutions
Kyle Prokup
VP, Investment Product Strategy, Inland Private Capital Corporation
Mike Kell
Senior Vice President, Education Strategy and Programs, iCapital
Taylor Garrett
President, Orchard Securities, Mountain Dell Consulting
Joseph E. Price
Senior Vice President, at Financial Industry Regulatory Authority (FINRA)
Amy Sochard
Vice President, Advertising Regulation, at Financial Industry Regulatory Authority (FINRA)
Zachary Fallon
Co-Founder and Partner, at Ketsal
Katie McGlynn
Director, Blackrock US Private Credit
Muhammad Gazi
Principal and Client Portfolio Manager, Client and Product Solutions Group, Apollo Global Management, LLC
Terry Cook
Managing Principal, Parcion Private Wealth
Chris Vizzi
Partner and Co-Founder, South Coast Investment Advisors
Vik Sasi
Chief Strategy Officer, Manhattan West
Greg Mech
Managing Director, Client Advisor, CapRock
Sponsors & Partners
2024 Sponsors
PRESENTING SPONSORS:
• Cantor Fitzgerald
• Capital Square
• Exchange Right
• Forum
• Griffin Capital
• Peachtree Group
• Sealy & Company
• Triton Pacific Capital Partners, LLC
• Ashford
• MLG Capital
• Starboard Realty Advisors
PATRON SPONSORS:
• CIM
• Hines
• iCapital
• Phoenix American
SUPPORTER SPONSOR:
• Inland Real Estate Investment Corporation