Fund Administration and the Institute for Portfolio Alternatives

Executive engagement in IPA committees provides national leadership for the alternative investment industry. Phoenix American’s voice at the table on efficiency and innovation in fund administration affords opportunities to drive industry growth.

The IPA’s specialized committees and their respective interest groups have a central role in the IPA’s efforts to provide national leadership for the alternative investment industry. Phoenix American is committed to providing essential fund administration perspective on pivotal IPA committees.

• Ned Montenecourt, our Chief Compliance and Risk Officer, represents fund administration and Phoenix American on the Compliance and Due Diligence Committee, Diversity Equity and Inclusion Committee and Policy, Regulatory and Legal Affairs Committee
• Zane Doyle, our Chief Strategy Officer, advocates for innovation and  efficiency in fund administration on the Technology, Innovation and Operations Committee

The IPA is a powerful industry advocate. Being an active member puts Phoenix American and fund administration priorities at the center of industry, legislative and regulatory conversations. The annual IPA Summit & Hill Day event engages IPA members directly with members of Congress to discuss pending and proposed legislation. Phoenix American’s fund administration perspective, at the heart of the investor experience, adds an essential dimension to congressional deliberation on important issues.

Active membership in the IPA provides real-time actionable intelligence on critical legislative and regulatory issues. The IPA’s direct relationships and dialogue with the SEC, FINRA, NASAA, Treasury Department and key agencies allows Phoenix American to offer valuable fund administration perspective not only to policy makers but regulators and industry associations.

The IPA and Phoenix American are partners in educating investors, distributors and fund sponsors on important industry matters. Phoenix American regularly produces white papers on a range of subjects that concern the industry with perspective drawn from our fund administration role. Anthony Chereso, President and CEO of the IPA, contributes perspective to Phoenix American white paper content.

Knowledge and networking are key benefits for active IPA participants. Phoenix American not only showcases industry-leading fund administration products and services but is able to come together with industry executives to learn from each other. Expansion of business contacts through personal networking heightens awareness of alternative investments and helps to drive fund administration innovation. The ongoing enhancement of our fund administration systems and services is improved by this kind of personal engagement with industry leaders.

The IPA is consistently recognized as the leading, results-driven advocate for the alternative investment industry. As a member of the IPA, Phoenix American is at the leading edge of the policy and regulatory issues that directly affect the alternative investments industry and inspire enhancement of our fund administration offering. Inside access to real-time intelligence at the local, state and federal levels make IPA members able to engage actively in the legislative and rulemaking process. Phoenix American, providing an essential investor perspective from our fund administration role, works directly with legislators and regulators to ensure that new laws promote business growth and capital formation while protecting investors.