Key Takeaways
- • Brendan Cuddihy of CAIS will serve as Chair of the Institute for Portfolio Alternatives (IPA) Board in 2027, succeeding Jason Goode of Alston & Bird, who becomes Immediate Past Chair.
- • Ali Connaughton of Morrison Foerster has been elected Chair-Elect for 2027.
- • The 2027 Board welcomes 14 newly elected directors from firms including EQT, J.P. Morgan, Apollo, Morgan Stanley, Wells Fargo, iCapital and SS&C.
- • The announcement signals continued expansion of alternative investments across private wealth channels and global markets, according to IPA President and CEO Anya Coverman.
Summary
The newly elected directors include Peter Aliprantis (EQT), Vadim Avdeychik (Debevoise & Plimpton), Thomas Cannataro (Marsh, formerly Mercer), Dale Erdei (J.P. Morgan), Bill Ferri (Cantor Fitzgerald), Chelsea Ganey (Summit Wealth Group), Dayna Kleinman (Sagard), Jeff McGoey (iCapital), Alison Nest (Morgan Stanley), Tim Rolfs (Wells Fargo), Karim Simplis (Dynasty), Jason Singer (Apollo), Steven Snyder (Edward Jones) and Cory Thackeray (SS&C). They join a continuing roster that includes representatives from Fortress, Carlyle, Ares, KKR, Blackstone, Blue Owl Capital, BlackRock, Goldman Sachs, UBS, Bank of America, Franklin Templeton, Invesco and several wealth distributors and law firms.
IPA President and CEO Anya Coverman said the breadth of experience on the board is increasingly important as alternative investments take on a larger role across private wealth and global markets. The board will guide the organization's work as private markets continue to expand through the wealth channel. Kevin Gannon of Robert A. Stanger & Co. will continue as consultant to the Board.
IPA describes itself as the leading industry voice for alternatives, including private real estate, private credit, private equity and infrastructure, and says it hosts industry conferences and engages in advocacy at federal and state levels.
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