IPA Elects New Board Members and Appoints Fidelity's Bill Duffy as Chair-Elect for 2024

The Institute for Portfolio Alternatives (IPA) has elected 11 new directors to its Board of Directors. These leaders, representing various sectors of the portfolio diversifying investments industry, will serve a three-year term starting January 1, 2024. With a commitment to advocating for access to alternatives, the IPA aims to foster growth and diversity in investment portfolios. Read on to discover the newly elected directors and their contributions to the IPA's mission.

New Directors Bring Fresh Perspective to IPA Board

Meet the 11 newly elected directors who will shape the future of portfolio diversifying investments.

The Institute for Portfolio Alternatives (IPA) has announced the election of 11 new directors to its Board of Directors. These industry leaders bring a wealth of experience and diverse perspectives to drive innovation and growth in the portfolio diversifying investments industry.

With backgrounds in asset management, distribution partnerships, and industry partnerships, the new directors will contribute to the IPA's mission of advocating for access to alternatives. Their collective expertise will play a crucial role in shaping the future of portfolio diversification.

Bill Duffy Elected as Chair-Elect for 2024

Discover how Bill Duffy, Vice President of Alternative Investments at Fidelity, will lead the IPA Board as the chair-elect.

Fidelity's Bill Duffy has been elected as the chair-elect for the Institute for Portfolio Alternatives (IPA) Board of Directors in 2024. As Vice President of Alternative Investments at Fidelity, Bill brings a wealth of experience and expertise to the role.

Having served as an IPA Director since 2021 and a member of the Board's Executive Committee and Defined Contribution Task Force, Bill is well-positioned to lead the IPA Board and drive its strategic initiatives. His leadership will play a pivotal role in advancing the IPA's mission of advocating for access to alternatives.

Diverse Industry Representation

Explore the asset managers, distribution partners, and industry partners elected as directors.

The newly elected directors bring a wide range of expertise from different sectors of the portfolio diversifying investments industry. Let's take a closer look at the asset managers, distribution partners, and industry partners who will contribute to the IPA Board of Directors.

Asset Managers

  • Dennis Martin - Managing Director, Global Head of Private Wealth & Client Solutions, PGIM Real Estate
  • Scott Napier - Executive Director, JP Morgan Global Alternatives
  • Jay Frank - President & COO, Cantor Fitzgerald Asset Management
  • Michael Ezzell - President and CEO, Inland Securities Corporation
  • James Hannigan - Managing Director, Client and Product Solutions, Apollo Global Management

Distribution Partners

  • Michael Gaviser - Managing Director, Head of Alternative Investments and Private Markets, Morgan Stanley
  • Patrick McGowan - Managing Director, Head of Alternative Investments and Manager Research, Sanctuary Wealth
  • Peter Schaffer - Vice President, Investment Sales, Avantax Wealth Management

Industry Partners

  • Brian Ruben - Global Real Estate Audit & Assurance Leader, Deloitte & Touche LLP
  • Brendan Cuddihy - COO, CAIS
  • Michael Keogh - Managing Director, Fund Research and Management, iCapital

Together, these directors will bring diverse perspectives and insights to the IPA Board, ensuring the industry's growth and advocating for access to alternative investments.

Continued Leadership with Chirag Bhavsar as 2024 Chair

Learn about Chirag Bhavsar, Co-CEO of CNL Financial Group, who will lead the IPA Board as the 2024 chair.

Chirag Bhavsar, Co-CEO of CNL Financial Group, will serve as the chair of the Institute for Portfolio Alternatives (IPA) Board of Directors in 2024. With a proven track record of leadership in the industry, Chirag brings valuable insights and expertise to the role.

As the IPA's 2024 chair, Chirag will guide the Board in driving strategic initiatives and advocating for the accessibility of alternative investments. His leadership, combined with the collective expertise of the Board, will shape the future of portfolio diversifying investments.

Advocating for Access to Alternatives

Discover the IPA's commitment to promoting access to alternative investments for all investors.

The Institute for Portfolio Alternatives (IPA) is dedicated to ensuring that all investors have access to alternative investments. Through advocacy and industry-leading education, the IPA aims to promote the benefits of portfolio diversification and the inclusion of real assets.

By advocating for access to alternatives such as lifecycle real estate investment trusts (REITs), net asset value REITs (NAV REITs), business development companies (BDCs), interval funds, and direct participation programs (DPPs), the IPA strives to empower investors to effectively balance their portfolios and achieve long-term financial success.

Continued Commitment to Industry Growth

Learn how the IPA's board, consisting of industry leaders, will lead the way in advancing the portfolio diversifying investments industry.

The Institute for Portfolio Alternatives (IPA) is committed to fostering growth and diversity in the portfolio diversifying investments industry. With a board consisting of senior executive leaders from various sectors, the IPA is well-equipped to lead the way in advancing the industry.

Through collaboration, advocacy, and education, the IPA's board will work towards expanding access to alternative investments, promoting innovation, and driving the industry forward. Together, they will shape the future of portfolio diversification and ensure that investors have the opportunity to achieve their financial goals.

Conclusion

The election of 11 new directors to the Institute for Portfolio Alternatives (IPA) Board of Directors marks an exciting new chapter for the portfolio diversifying investments industry. These industry leaders, representing diverse sectors, bring a wealth of experience and expertise to shape the future of alternative investments.

Under the leadership of chair-elect Bill Duffy and 2024 chair Chirag Bhavsar, the IPA Board will continue to advocate for access to alternatives and promote the benefits of portfolio diversification. Their commitment to industry growth and innovation will ensure that investors have the opportunity to effectively balance their portfolios and achieve long-term financial success.

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