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How the IPA can be a resource in a sea of change

November 3, 2016

How the IPA can be a resource in a sea of change

November 1, 2016 | Liz Hester  | Smart Brief

Collaboration in dealing with complex challenges was a key theme of the “Fireside Chat with the IPA Chairmen” panel featuring Tom Sittema, CEO of CNL Financial Group and Mitchell Sabshon, president and CEO of Inland Real Estate Investment Corporation; and moderated by Thayer Gallison, AVP, Director of Alternative Investments, AIG Advisor Group.

While coming to consensus as an association takes time and deep collaboration on the issues, the end result of having a unified voice makes the IPA an effective industry advocate. A major initiative next year for the IPA will be changing some of the negative perceptions of the alternatives industry, which continues to come under increased regulations.

“The IPA is the best collaborative organization in the industry,” Sabshon said. “The real issue is that our industry is materially different today. We’re delivering better products, better sponsors and more consistent returns, but we refer to the industry the same way as we did 10 years ago.”

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John E. Moriarty, ChFC
December 2015
February 3, 2016

I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.