Wealth Management Invest: IPA’s Anya Coverman on Regulatory Issues
Tue Jan 20 2026
In this episode of Wealth Management Invest, host David Bodamer sits down with Anya Coverman, president and CEO of the Institute for Portfolio Alternatives, to open 2026 with a discussion on key regulatory and policy developments affecting private markets, including ERISA modernization, 401(k) access, accredited investor definitions and the impact of state-level regulation.
Anya outlines the IPA’s role in representing the alternatives ecosystem and shares insight into how access to private markets has evolved, why individual investors remain under allocated compared to institutions, and how innovation in fund structures, fintech infrastructure and industry partnerships is reshaping the wealth channel.
Key takeaways:
Individual investors remain under allocated to private markets compared to institutions
New fund structures, fintech platforms and partnerships are expanding advisor access to alternatives
Policy developments around ERISA, 401(k)s and accredited investors will shape future access
Durable, thoughtful regulation is essential to responsible growth in private markets
Education and collaboration are critical as alternatives play a larger role in portfolios
Connect With David Bodamer:
david.bodamer@informa.com
Wealth Management
LinkedIn: David Bodamer
LinkedIn: Wealth Management
Connect With Anya Coverman:
Institute for Portfolio Alternatives
LinkedIn: Anya Coverman
Resources:
Listen to the Wealth Management Invest Podcast on Wealth Management
Listen and Subscribe to the Wealth Management Invest on Apple Podcasts
Listen and Subscribe to the Wealth Management Invest on Spotify
More
In this episode of Wealth Management Invest, host David Bodamer sits down with Anya Coverman, president and CEO of the Institute for Portfolio Alternatives, to open 2026 with a discussion on key regulatory and policy developments affecting private markets, including ERISA modernization, 401(k) access, accredited investor definitions and the impact of state-level regulation. Anya outlines the IPA’s role in representing the alternatives ecosystem and shares insight into how access to private markets has evolved, why individual investors remain under allocated compared to institutions, and how innovation in fund structures, fintech infrastructure and industry partnerships is reshaping the wealth channel. Key takeaways: Individual investors remain under allocated to private markets compared to institutions New fund structures, fintech platforms and partnerships are expanding advisor access to alternatives Policy developments around ERISA, 401(k)s and accredited investors will shape future access Durable, thoughtful regulation is essential to responsible growth in private markets Education and collaboration are critical as alternatives play a larger role in portfolios Connect With David Bodamer: david.bodamer@informa.com Wealth Management LinkedIn: David Bodamer LinkedIn: Wealth Management Connect With Anya Coverman: Institute for Portfolio Alternatives LinkedIn: Anya Coverman Resources: Listen to the Wealth Management Invest Podcast on Wealth Management Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify