Eris Group looks at recent wins, future of IPA’s advocacy efforts

The Investment Program Association is continuing its advocacy work on Capitol Hill with its Fly-in this year as it evaluates regulatory changes such as the Labor Department’s fiduciary rule. The IPA also plans to continue building relationships as changes loom for the executive branch, Congress and regulatory agencies.
The Eris Group serves as the IPA’s voice in Washington, D.C. Eris Group founder Doyle Bartlett and partner Christopher S. McCannell discuss the IPA’s advocacy victories and plans for the future.
Why do IPA members go to the Hill, and what is the strategy?
McCannell: IPA members go to Capitol Hill to advocate for the over $120 billion non-traded REIT, non-traded BDC and private placement industry. Going to the Hill as grassroots advocates for Direct Investments helps educate members of Congress and staff on the important issues this industry faces and its work to help Americans reach their investment goals.
Bartlett: We dedicate a significant amount of time and resources to developing relationships with regulators and coalition partners. Our goal is to educate our regulators and our coalition partners about our industry and introduce them to our industry leaders so we become a trusted source for information about our industry and a reliable partner in addressing the challenges we face. We believe in fully engaging with regulators and policymakers to work together to address their concerns. We work with our coalition partners to broaden our reach and amplify our message to those regulators and policymakers that …