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
- Expected attendance
- 1,200
- 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, 92663
Hotel California
Holiday Inn Express
2300 Coast Highway, Newport Beach, 92663
Newport Beach Hotel, A Four Sisters Inn
2306 West Ocean Front, Newport Beach, 92663
Doryman's Oceanfront Inn
2100,2102,2104 West Ocean Front, Newport Beach, 92663
Bay Shores Peninsula Hotel
1800 West Balboa Boulevard, Newport Beach, 92663
The Balboa Bay Club & Resort
1221 West Coast Highway, Newport Beach, 92663
Ramada Costa Mesa/Newport Beach
1680 East 16th Street, Costa Mesa, 92627
Stay on it
Get the next edition
When Ipa Wealth Summit announces its next edition, or these dates change, we read it from the organiser's own site. One email when that happens, nothing else.
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.
Is this your event? Verify it with your work email: one click in your inbox proves it is yours, we approve, and the badge goes up, usually within a day. Prefer the form?