Leading the conversation.

MEMBERSHIP

Through advocacy and industry-leading education, the Institute for Portfolio

Alternatives (IPA) is committed to expanding access to real assets and creating

more opportunities for retail investors to effectively balance their portfolios.

The IPA provides national leadership for the Portfolio Diversifying Investments

(PDI) industry. We bring together the top asset managers, product distribution

partners and industry service providers - new and established - who are

dedicated to driving the industry forward through education, innovation

and transparency.

ADVANCING PORTFOLIO DIVERSIFICATION

188MEMBER COMPANIES

1,700INDIVIDUAL MEMBERS

Tony Chereso President & CEO | IPA

FOCUSED ON THE FUTUREOn top of managing the evolving dynamics of our industry, the IPA is intensely focused on driving change that will reap benefits in the future.

“” – Leon Volchyok, IPA Chair Elect,

Managing Director | Blackstone

IPA VALUE PROPOSITION A Powerful Industry Advocate– Real-time actionable intelligence on critical

legislative and regulatory issues

– Direct relationships and dialogue with the SEC, FINRA, NASAA, Treasury and key agencies

Knowledge & Networking– Showcase your firm and highlight your products

and services

– Executives coming together to learn from industry experts and each other

– Expansion of business contacts through personal networking with industry leaders

Industry-Leading Public Relations– Proactive PR efforts to increase awareness of PDIs

– Protect, enhance and build positive messaging for PDIs

– Exclusive relationship with a leading global communications firm

Industry Voice

– Executive engagement in IPA committees provides national leadership for PDIs

– Your voice at the table affords opportunities to drive industry growth

PDI INDUSTRY REACHThe IPA supports increased access to investment strategies with low correlation

to the broader markets such as: non-listed real estate investment trusts (REITs),

business development companies (BDCs), interval funds, closed-end funds,

opportunity zones funds, DSTs/1031 Exchanges, and other private placements.

Total assets held by REITs

$95BILLION

Total assets held by Interval Funds

$27BILLION

Total assets held by BDCs

20.5BILLION

Total assets held by DSTs/1031 Exchanges

$7BILLION

Advocacy Action

– Engage in critical advocacy issues in Washington D.C. and across the 50 states

– Exclusive access to real-time, actionable intelligence on regulatory and legislative issues

– Opportunities for direct dialogue with the SEC, FINRA, NASAA, Treasury and key agencies

– Amplify your voice through IPA PAC, the only non-partisan political action committee exclusively dedicated to the unique issues of PDI products

Our members are on the leading edge of the policy and regulatory issues

that directly affect the alternative investments industry. You’ll not only have

inside access to real-time intelligence at the local, state and federal levels,

but IPA members can actively engage in the legislative and rulemaking

process. We work directly with legislators and regulators to ensure that

new laws promote business growth and capital formation while protecting

investors. The IPA is consistently recognized as the leading, results-driven

advocate for the PDI Industry.

A POWERFUL INDUSTRY ADVOCATE

350+MEETINGS ON CAPITOL HILL

50+COMMENT LETTERS

IPA’s Committees are focused on key strategic areas:

– Policy, Regulatory and Legal Affairs Committee

– Industry Data and Research Committee

– Technology, Innovation and Operations Committee

– Compliance & Due Diligence Committee

– Diversity and Inclusion Committee

– Industry Products Committee

INDUSTRY VOICEThe IPA’s six specialized committees and their respective interest groups.

This unique structure has a central role in the IPA’s efforts to provide national

leadership for the PDI industry by working to advance our members’ strategic

priorities. The IPA encourages all of our members to get involved to drive the

industry forward by having an active voice on the critical issues impacting

their businesses.

100+COMMITTEE MEMBERS

MOVING MY BUSINESS FORWARDThe IPA is where I go to learn and network and walk away with great ideas. “ ”– Trisha Miller, IPA Board Chair,

Executive Managing Director | Robert A. Stanger & Co., Inc.

The IPA is uniquely positioned to raise awareness of PDIs among stakeholders

and market participants. We offer a range of educational platforms that

provide opportunities to develop productive relationships and to speak

directly with distribution partners, asset managers and industry partners. Our

Due Diligence Symposiums, IPAVision, IPASummit & Hill Day, IPAForums and

Direct Insights webinar series all offer members visibility to the topics and

trends that are driving industry growth.

KNOWLEDGE ANDNETWORKING

IPA Direct Insights Webinar SeriesThe IPA’s Direct Insights webinars feature industry leaders discussing regulatory and market developments as well as new and innovative client solutions.

IPAForum: Interval FundsTake a deep dive into interval funds during this immersive two-day event. Come learn and network with leading asset managers, distribution partners and our industry partners while gaining new insights into how these products fit within a modern investment portfolio.

IPAForum: Diversity and InclusionThe IPA works to support and advance efforts to achieve equality throughout the PDI industry. This event focuses on diversity and inclusion in the workforce, bringing together people of diverse backgrounds, experiences and expertise.

IPASummit - Due Diligence Symposium and Hill DayIPASummit is the place for policy action! Meet with members of Congress on Capitol Hill, learn direct insights from the SEC, FINRA, NASAA, Treasury and other leading regulatory agencies, and hear due diligence updates from leading asset managers from across the PDI industry.

IPAForum: RIA Practice ManagementThe IPAForum: RIA Practice Management offers an in-depth workshop on PDI products, specifically designed to advance RIA practices. Featured topics include: portfolio construction, compliance and due diligence requirements, and business growth strategies.

IPAVision and Due Diligence SymposiumJoin other industry leaders at IPAVision, where we shape the discussion on critical issues and innovative solutions that continue to drive the expansion of the PDI industry.

Apply at www.IPA.com/membership

Leading the conversation. | 202.548.7190 | www.ipa.com | @portfolioalts

Distribution Partners

Category includes wirehouse firms, regional broker dealers, IBDs, financial institutions, RIAs and family offices, that offer alternative investment products to retail investors.

Asset Managers

Composed of firms that develop and manage portfolio diversifying investment products, including: REITs, BDCs, interval funds, closed-end funds, opportunity zone funds, DSTs/1031 exchanges and private programs.

Industry Partners

Comprised of companies that provide services to the PDI inustry including attorneys, transfer agents and custodians, accounting and consulting, due diligence firms, valuation, and financial technology firms (FinTech).

IPA MEMBERSHIP CATEGORIES