WealthTech
Ipa Wealth Summit
IPAWealth 2027 is an interactive dealmaking event focused on the private wealth channel and private markets for alternatives. It is designed for private banks, broker-dealers, registered investment advisers, and family offices to explore market trends, portfolio construction, and operational considerations in alternative investments.
The essentials
Event details
- Dates
- 10 February 2027 to 12 February 2027
- Organiser
- Institute for Portfolio Alternatives
- Tickets
- USD 2199 to 5499
- Industry
- WealthTech
Agenda themes
Topics covered
- Banking & Finance
Logistics
Where to stay
Places to stay near the venue.
Lido House
3300 Newport Boulevard, Newport Beach
Newport Beach Hotel, A Four Sisters Inn
2306 West Ocean Front, Newport Beach
Holiday Inn Express
2300 Coast Highway, Newport Beach
Doryman's Oceanfront Inn
2100,2102,2104 West Ocean Front, Newport Beach
Hotel California
Bay Shores Peninsula Hotel
1800 West Balboa Boulevard, Newport Beach
The Balboa Bay Club & Resort
1221 West Coast Highway, Newport Beach
Plan this event
Work out who to meet here
Luminik sources the attendee picture for an event like Ipa Wealth Summit, enriches it against your ICP, and sequences it ahead of the date. Capture at the event writes to Salesforce or HubSpot the same day, and attribution ties the pipeline back to the spend.
Spot something wrong on this page? Report a correction and we will fix it.