ELLICOTT CITY, Md., Apr 25, 2012 (BUSINESS WIRE) —
–Key Messages:
–Two full-cycle Non-Listed Real Estate Investment Trust (NL REIT) events increase advisor and investor confidence in the industry.
–Keynote speakers included former White House Press Secretary Dana Perino and FOX News commentator Tucker Carlson.
–IPA 2012 Spring Conference attracted nearly 400 program sponsors, broker/dealers, associate members and key industry partners.
–Direct investment in hard assets, including Non-Listed Real Estate Investment Trusts (NL REITs), Oil and Gas and Equipment Leasing Programs, Managed Futures, Private Placements and Business Development Companies (BDCs), provide true portfolio diversification and a variety of other benefits.
The Investment
Program Association (IPA) held their 2012
Spring Conference themed “Real Assets — Real Solutions,” April
18-19 in Chicago.
According to information shared by Blue Vault Partners during the Market
Update panel, there were two full-cycle NL REIT events in 2012 alone,
approximately $84 billion in NL REIT assets under management and 53 new
NL REITs launched within the past five years. These recent findings
evoke confidence in the Direct Investment industry, which is seeing
encouraging returns, an increase in activity and product innovation.
“There is an incredible amount of transition that will positively impact
the future of this industry,” said IPA CEO and President Kevin Hogan.
“New product innovation, standards for valuation and statement pricing
are going to influence how Direct Investments will be embraced by
financial advisors.”
The conference also included an Advisor panel, featuring three advisors
who recommend NL REITs to suitable investors to help diversify
portfolios. They encouraged more open communication between product
sponsors and advisors, while expressing they see high levels of investor
satisfaction because the products fit their portfolios so well.
“We are continuing to foster relationships with regulators, sponsors and
advisors,” said Hogan. “As reported last week in Chicago, industry
growth is at an all-time high and is continuing steadily, thanks to our
combined efforts.”
The Spring Conference attracted a record number of attendees, with
nearly 400 program sponsors, broker/dealers, associate members and key
industry partners.
The conference agenda included:
—
Keynote addresses by former White House Press Secretary Dana Perino
and FOX News political commentator Tucker Carlson;
—
Several panel discussions exploring new product structures,
opportunity investing, regulatory updates and more;
—
Senior regulators from the Financial
Industry Regulatory Authority (FINRA) and the North
American Securities Administrators Association (NASSA)provided
direct insight into the regulatory changes facing the Direct
Investment industry today;
—
IPA Committee meetings, where industry-leading members discussed ways
to further IPA initiatives, including education, regulation and
communications, amongst others.
The IPA will host their 2012 Fall Conference, “Building the Future
Together,” November 14-16 in Washington D.C. For more information about
upcoming IPA events or how to become a member, visit the IPA online.
About The Investment Program Association
The
Investment Program Association (IPA) was formed in 1985 to
provide effective national leadership for the Direct Investment
industry, including Non-Listed REITs (NL REITs), Oil and Gas and
Equipment Leasing Programs, Private Equities and Managed Futures. For
the last 26 years, the IPA has successfully championed the growth of
Direct Investment products, which have increased in popularity with
financial professionals and investors alike. The mission of the IPA is
advocating Direct Investments through education. Request your
free copies of the Guide to Understanding Direct Investments and
experience the
free IPA e-learning courses today.
To stay up-to-date with IPA news, follow @IPADirectInvest
on Twitter.
SOURCE: Investment Program Association
Investment Program Association
Dawn Jacobsen, (212) 812-9799, ext. 211
djacobsen@ipa.com
or
Gibbs Soell, Inc.
Roxanne Pipitone, (312) 648-6700, ext. 2112
rpipitone@gibbs-soell.com
Copyright Business Wire 2012