Finance & Banking

IPAVision 2026

IPAVision 2026 is the premier industry event for the alternative investments sector, convening over 500 influential leaders and stakeholders for a multi-day forum on macroeconomic and investment management trends, product education, and networking. Attendees will explore the latest regulatory and legislative updates, investment strategies, product innovation…

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67Speakers
17Sponsors
24Sessions
63Companies · in total

Speakers

Programmed at IPAVision, in alphabetical order.

Amanda Saulean
Executive Director, Alternative Investments, Morgan Stanley · Morgan Stanley
Andrew McDougall
US Chief Investment Officer, Marsh · Marsh
Anya Coverman
President & CEO · Institute for Portfolio Alternatives
Benjamin Oakes
Co-founder, President and CEO, Scribe Therapeutics · Scribe Therapeutics
Benjamin Wells
Partner, Simpson Thacher & Bartlett LLP · Simpson Thacher & Bartlett LLP
Bill Duffy
Head of Alternative Investment Platform Solutions, Fidelity · Fidelity
Bob Long
Chief Executive Officer, StepStone Group · StepStone Group
Brendan Cuddihy
IPA Chair Elect, Chief Operating Officer · CAIS
Chip Roame
Founder and Managing Partner · Tiburon Strategic Advisors
Chris Donahoe
Co-founder & Head of AI, Stillpoint Global Advisors · Stillpoint Global Advisors
Chris Healey
Partner, Davis Polk · Davis Polk
Chris Zuczek
Chief Product Officer, CAIS · CAIS
Dana Petitto
Chief Operating Officer and Portfolio Manager, Brookfield · Brookfield
Dan Beck
Vice President of Brokerage Solutions, SS&C · SS&C
David Perechocky
Partner, Gibson Dunn · Gibson Dunn
David Warren
Co-Founder and Chairman, Bridgeford Trust Company · Bridgeford Trust Company
Dayna Kleinman
Managing Director, Head of US Wealth, Sagard · Sagard
Donald Hall
Managing Director, Portfolio Manager & Global Head of Research, Nuveen · Nuveen
Doug Krupa
Partner · KKR & Co.
Frank Cordio
Executive Director, Hightower Advisors · Hightower Advisors
Frank Heavey
Executive Director, Expect Miracles Foundation · Expect Miracles Foundation
Gordon Ross
Managing Director, DeVoe & Company · DeVoe & Company

Sponsors

The companies behind the program. Tiers as disclosed.

BrookfieldPresenting Partner
CAISPresenting Partner
Capital SquarePresenting Partner
Clifford ChanceOfficial Partner
ComputershareOfficial Partner
Davis PolkOfficial Partner
Debevoise & PlimptonPresenting Partner
DeloittePresenting Partner
ECIOfficial Partner
Gibson DunnOfficial Partner
Goldman Sachs AlternativesOfficial Partner
iCapitalOfficial Partner
NuveenPresenting Partner
Prospect Capital ManagementOfficial Partner
Simpson Thacher & Bartlett LLPOfficial Partner
SS&C TechnologiesOfficial Partner
Vistra Fund SolutionsOfficial Partner

Agenda

Selected from 24 sessions.

  • Monday, Sept. 14, 1:30 - 2:40 PM

    Inside the 1031, 721 & DST Market (Part II): A Working Deep Dive

    Interactive masterclass focusing on creative structuring, market intelligence, and sharper due diligence. Explores how these deal structures get architected, when to use a 721 UPRE…

  • Monday, Sept. 14, 2:50 - 3:40 PM

    Beyond the Exchange: PPLI, PPVA & the Insurance-Wrapper Playbook

    Case-study brain trust focused on advanced, tax-efficient planning tools for alternative asset portfolios. Features specific complex client case studies for real-time debate. The p…

  • Monday, Sept. 14, 4:00 - 5:00 PM

    The Alts Operations Roundtable: Building Infrastructure That Scales

    Ecosystem roundtable for an interactive industry-wide working discussion. Focused on identifying shared infrastructure friction points across GPs, distributors, wealth platforms, f…

  • Tuesday, Sept. 15, 1:15 - 1:25 PM

    Conference Welcome and Opening Ceremony

  • Tuesday, Sept. 15, 1:25 - 2:05 PM

    IPA Awards Presentation

  • Tuesday, Sept. 15, 2:05 - 2:10 PM

    Charity Partner Spotlight: Expect Miracles Foundation

  • Tuesday, Sept. 15, 2:10 - 2:15 PM

    Industry Insights: Brookfield

  • Tuesday, Sept. 15, 2:15 - 3:00 PM

    Strategic Market Insights

    Comprehensive briefing on the shifts transforming wealth management and alternative asset adoption, covering demographics, advisor business models, wealth tech infrastructure, and …

  • Tuesday, Sept. 15, 3:00 - 3:45 PM

    The Mega Allocator Playbook

    Panel discussion on how large endowments and institutional investors are shifting allocations to address new return benchmarks, liquidity constraints, and value across asset classe…

Company intelligence

What does it mean when 63 companies show up, and 15 bet on three roles at once?

63 companies. fifteen are betting more than once.

The numbers below are derived from the speakers, sponsors, and exhibitors on this page, cross-referenced into one ledger. They are the only thing here that 10times.com cannot tell you.

Who's in the room
15All threespeak · spons · exh
2Sponsoringsponsor only
46Speakingspeaker only

In all three roles

Brookfield·CAIS·Capital Square·Deloitte·Nuveen·Clifford Chance·Computershare·Davis Polk·Debevoise & Plimpton·ECI·Gibson Dunn·Prospect Capital Management·Simpson Thacher & Bartlett LLP·SS&C Technologies·Vistra Fund Solutions

Speakers by seniority

93% of the speakers carry senior titles: C-suite, Founder, VP, or Director-level.

  • C-suite1319%
  • Founder / Owner1624%
  • VP-level57%
  • Director / Head of2842%
  • Manager / Lead23%
  • Other roles34%

Of 67 speakers · classified by free-text title

Most-represented companies
#CompanyRolesSpeakers
1BrookfieldSponsor · Presenting Partner2
2CAISSponsor · Presenting Partner2
3Capital SquareSponsor · Presenting Partner2
4DeloitteSponsor · Presenting Partner2
5NuveenSponsor · Presenting Partner2
6Clifford ChanceSponsor · Official Partner1
7ComputershareSponsor · Official Partner1
8Davis PolkSponsor · Official Partner1
9Debevoise & PlimptonSponsor · Presenting Partner1
10ECISponsor · Official Partner1
11Gibson DunnSponsor · Official Partner1
12Prospect Capital ManagementSponsor · Official Partner1
13Simpson Thacher & Bartlett LLPSponsor · Official Partner1
14SS&C TechnologiesSponsor · Official Partner1
Sponsors by tier
official partner11
65% of 17
presenting partner6
35% of 17
At peer events but not here

These companies sponsored two or more peer events recently, but aren't on this program. For an organizer, that's a list of warm prospects.

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