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    IPA Chapters (Southern California)


    The IPA is pleased to announce the launch of IPA Chapters, a national initiative designed to deliver timely education and networking opportunities exclusively to the Portfolio Diversifying Investments (PDI) industry. The first two IPA Chapters are being established in New York City and Los Angeles, with several more locations planned for cities with a critical mass of IPA member firms.

    The IPA is committed to raising awareness of PDIs both within the broader financial advisor community, as well as within our existing member firms.  By bringing IPA Chapters to cities nationwide, we can offer small-group education and networking opportunities directly to our members.  We believe this is a unique and meaningful platform, and we look forward to expanding the alternative investments community.

    – Tony Chereso, IPA President and CEO

    Join us on Thursday, April 12 from 4:00 pm – 6:00 pm PT


    KBS Headquarters

    800 Newport Center Drive, Newport Beach, CA


    4:00 – 5:00 p.m.

    Moving Targets: How Tax Reform is Impacting

    the Portfolio Diversifying Investments (PDI) Industry

    Daniel Cullen, Partner, Baker & McKenzie

    5:00 – 6:00 p.m.

    Networking Reception



    Asset Managers

    Broker-Dealer / RIA Staff

    Due Diligence and Legal Staff

    Click here to register.