Phoenix American participates in industry engagement throughout the year attending conferences and industry events across the country. Industry engagement keeps us in touch with new trends, product offerings, regulations and innovations in the industry and provides us the opportunity to share of our knowledge and expertise in panel discussions and presentations. In the first quarter of 2023, Phoenix American participated in seven industry events.

IPA Exchange Strategic Policy Planning Forum 2023.
Jan. 30-31

IPAExchange provides a dynamic exchange of ideas on industry issues, examines and discusses the future of the alternative investment industry and formulates the IPA Public Policy and Legislative Action Agenda for the coming year. Phoenix American works with the IPA on advocacy on behalf of the alternatives industry.

IPA Connect Private Markets and Due Diligence Symposium.
Feb 22-24

IPAConnect is an interactive deal-making event where private market thought leaders come together to meet and collaborate with industry professionals. The event explores and advances the ever-expanding private offering market and offers managers the opportunity to showcase their investment opportunities and expand their network with key industry stakeholders.

Buttonwood Due Diligence Conference 2023.
Feb 27-28

The Buttonwood Spring conference brings together product sponsors financial advisors and service providers along with Buttonwood due diligence analysis of sponsor offerings to help participants in the alternatives space come together for mutual benefit.

Blue Vault Bowman Alts Summit 2023.
March 6-8

The Blue Vault Bowman Alts Summit is an annual conference that brings together essential voices in the growing alternative investments industry with an emphasis on education and advancement of the alternatives industry.

FactRight RIA Spring Due Diligence Conference 2023.
March 13-15

The FactRight RIA Spring Due Diligence Conference provides perspective and advice for RIAs seeking access to alternative investments. Product sponsors present their offerings. FactRight analysts lead RIAs through a candid discussion of the material risks and strengths associated with each product presented. Educational panels and presentations focused on market conditions, technology solutions and regulatory developments impacting RIAs.

TNDDA Spring Conference.
March 17-19

TNDDA provides a forum for independent broker-dealers, advisors and family offices, product sponsors and service providers, law firms and research analysts to facilitate the due diligence process for the benefit of the investing public.

ALTS LA 2023.
March 27-29

ALTSLA is an educationally focused alternative investment conference designed to bring the professional investor community together for three days of dialogue and discussion on the most relevant topics facing investors today.