IPAVision 2023

Helping clients overcome the challenges of competing in the global economy through a new type of thinking and a different mindset.

DWS Group (DWS) is one of the world's leading asset managers with EUR 880bn of assets under management (as of 30 September 2021).

CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products.

Morrison Foerster transforms complexity into advantage. With our collective intelligence, we shape powerful legal strategies that move your business forward while living our shared values.

UMB Financial Corporation is a leading provider of financial services for individuals and institutions. Bank deposit products provided by UMB Bank n.a., Member FDIC. Equal Housing Lender.

Apollo is a high-growth, global alternative asset manager.

In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting,

CIM is a community-focused real estate and infrastructure owner, operator, lender and developer. Our in-house team of experts works together to identify and create value in real assets, benefiting the communities in which we invest.

Computershare can genuinely be considered an Australian success story. From modest beginnings in 1978, we have become the recognised global leader in our field, employing over 14,000 people in around 90 offices worldwide.

iCapital is the leading global fintech company powering the world’s alternative investment marketplace. We have transformed how the wealth management, banking, and asset management industries facilitate access for clients to private investments, including equity, credit, real estate, infrastructure,

Navigating the challenges of today’s markets requires unique talents and expertise on a global scale. That’s why we’ve spent the past three decades building an unrivaled network of specialized asset managers, backed by some of the most rigorous investment oversight in the industry. The result is a d

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com). The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Cons

Brookfield Oaktree Wealth Solutions partners with financial professionals around the world to connect investors to the innovative solutions, expertise and insights of Brookfield and Oaktree. From public to private markets, and across the liquidity spectrum, we aim to be the single point of entry int

As a leading alternative asset manager, FS Investments strives to solve investor needs by creating access to alternative ideas and institutional-quality managers. Unbound by conventional thinking, we #NeverSettle on behalf of our investors by providing best-in-class management, investment structures

For over 40 years, CNL Securities has delivered investment solutions designed to help financial professionals meet client goals. Since our inception, we have raised nearly $19 billion* in private and public offerings through the broker-dealer and institutional investment communities. A member of FIN

Capital Square is a national real estate firm specializing in tax-advantaged real estate investments, including Delaware statutory trusts for Section 1031 exchanges, qualified opportunity zone funds for tax deferral and exclusion and a real estate investment trust (REIT). In recent years the company

AIX is a digital platform built to improve the process for investing in alternatives and enable growth for the broader industry. AIX helps advisors, broker-dealers, asset managers, agents and custodians streamline operations through a combination of automated processes, customizable workflows and da

Since 1972, Phoenix American has focused on empowering the alternative investment fund industry. The company offers an end-to-end fund operations suite: fund accounting, fund administration, transfer agency, 1099/K-1 production, financial and sales reporting, compliance services, printing, mailing a

Axxes Capital aims to empower financial advisors to deliver innovative private market solutions for the “alternative” allocation of client portfolios. Axxes is poised to launch a complete suite of funds sub-advised by some of the world’s best and most experienced managers across the private market s