The Investment Program Association

The Investment Program Association of Ellicott City, Md., has named Martel Day, president of Independence Realty Advisors LLC, chairman for 2012 and has added six new board members. Mr. Day, 62, is based in Atlanta. The other board members are Brian Conlon, 53, president of Inland Real Estate Investment Corp. of Oak Brook, Ill.; Mike [...]

The Investment Program Association (IPA), has launched a new complimentary e-learning course worth 2 CE credits. The course – Portfolio Construction and Management Utilizing Direct Investments – is one of the first offered discussing how Direct Investments, also known as Alternative Investments, help manage return and risk in client portfolios. Developed by The American College, [...]

On Monday, February 13th, an IPA board designated team met with staff members of the SEC’s Division of Corporation Finance for the annual strategy meeting. The primary objectives were to support the positive relationship between the IPA and the SEC and to learn about the SEC’s priorities for 2012. Attendees included: SEC Mike McTiernan, Assistant [...]

The IPA is looking to hire an Education Director. The Education Director will work closely with the association’s Education Committee to grow the market of financial advisors selling Direct Investment products, including Non-­-Listed REITs, Oil and Gas Partnerships, Private Placements, Equipment Leasing, and Managed Futures. This individual will be primarily responsible for the development and [...]

On Monday, January 30th, an IPA board designated team met with members of FINRA for the annual strategy meeting. The primary objectives were to support the positive relationship between the IPA and FINRA, and to learn about FINRA’s priorities for 2012. Please log into the IPA members only site to view the full notes from [...]