The IPA AltsEDGE series offers education and practice management solutions for the RIA community on the dynamic and growing universe of portfolio diversifying investment (PDI) products. Join the IPA in Chicago for an immersive workshop on retail alternative investments, including: non-listed REITs, Qualified Opportunity Zones and 1031 like-kind exchanges. The two-day event will cover portfolio construction with PDIs, compliance best practices, due diligence considerations and technology solutions for effective client onboarding and business growth. A full event agenda can be found here.
June 17-18, 2019
The Omni Hotel – Chicago
676 North Michigan Ave.
Those interested in attending can register online here. RIAs qualify for complimentary attendance and also qualify for complimentary lodging and travel up to $500 for two individuals per firm. IPA will cover a maximum of 1 rooming night based on qualified event attendance per person. You will be notified by IPA Staff if more than 2 representatives have registered from the same firm.