Events
Events at the Institute for Private Investors
IPI Members participate in a variety of events held throughout the year in the U.S and around the globe. Driven by member interests, topics encompass all facets of wealth management and sustaining family wealth.

 

Events Descriptions

Forums—Where leading industry experts share insights into strategies and issues pertinent to growing and preserving private wealth. Private investors interact with their peers and address complex issues together, creating a distinct feeling of community.

Investor Briefings—An intimate group of like-minded financial families and family businesses together to discuss a set topic.

Private Meetings— These exclusive, closed-door Campden Wealth events feature family members and family office executives sharing their experiences and expertise through case study presentations, interactive workshops and panel discussions.

Advisor roundtables - Industry leaders discuss timely issues and build relationships with others in the wealth management industry. 

Next Generation Programs—This unique program is designed to help younger members on their journey to becoming wealth stewards, entrepreneurs and future wealth creators.

IPI WOW! – Specifically designed program for women principals of IPI to meet their peers and share experiences, concerns and approaches related to their relationship with wealth.

Co-Investment Workshops –  These unique workshops are exclusively positioned for principals and executives of Family Offices who have or are actively engaging in Co-Investment activities and seeking new opportunities.

The Grill®—Due diligence in action, providing a window into how experienced private investors question a money manager/advisor. 

Events

IPI Forums
Fri, 12/01/2017 - 00:00
Each year IPI's four annual meetings are held across the country. They act as a focal point for all members to gather, share ideas and learn from experts and one another in the unique IPI environment
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IPI WINTER FORUM FOR PRIVATE INVESTORS 
San Francisco, CA– February 13-14, 2018 

IPI SPRING FORUM FOR PRIVATE INVESTORS
New York, NY – May 30-31, 2018

IPI FALL FORUM FOR PRIVATE INVESTORS
New York, NY – October 10-11, 2018

IPI FALL FORUM FOR PRIVATE INVESTORS
Dallas, TX – November 7-8, 2018

For more information please contact Adam Wachter aw@memberlink.net.

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US Campden Wealth
Fri, 12/01/2017 - 00:00
A global network in the US. IPI's breadth of learning and community is unparalleled and all part of a member's benefits.
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AMERICAS FAMILIES IN BUSINESS CONFERENCE 
Miami, FL – March 6-7, 2018

NORTH AMERICAN FAMILY INVESTMENT & ALTERNATIVES CONFERENCE
Chicago, IL – June 19-20, 2018

NORTH AMERICAN FAMILY IMPACT INVESTING CONFERENCE
San Diego, CA – September 26-27, 2018

NORTH AMERICAN FAMILY OFFICE CONFERENCE: CAMPDEN WEALTH
Boston, MA – November 27-28, 2018

For more information please contact Steven Sklar ss@memberlink.net.

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IPI Alternative Fund Manager Event
Mon, 11/27/2017 - 00:00
By coming to the IPI Alternative Fund Manager Event, investors will be exposed to a set of diverse and interesting investment strategies. Each manager will present followed by Q&A.
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DATES:

  • New York, NY – April 26, 2018
  • Chicago, IL – June 18, 2018
  • New York, NY – October 11, 2018

IF YOU WOULD LIKE TO LEARN MORE AND TO TAKE PART AS A FUND PLEASE CONTACT IPI

 

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Roundtables
Fri, 12/01/2017 - 00:00
Roundtables on a variety of subject matters are led by professional members to help private investors. Roundtables combine expert-led presentations and content with socializing over cocktails. Roundtables run about 2–3 hours long.
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DATES:

  • NED Biosystems – New York, NY – May 10, 2018
  • Blue Hall – San Francisco, CA – May 17, 2018
  • Syntax – Seattle, WA – June 6, 2018
  • Runway – New York, NY – September 13, 2018
  • CTC/myCFO - Dallas - September 13, 2018
  • Syntax – New York, NY – October 17, 2018
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Women & Wealth
Tue, 10/31/2017 - 00:00
For women only. Participants will learn from both the facilitators and their peers in a safe environment. The workshop is designed to be a real experience rather than just an event; it will feature group exercises, role plays, and above all, engaging conversation with your peers. The two events will explore a range of subjects including; strategies for communication; contributing effectively to the management of personal and family financial affairs; portfolio construction/ behavioral finance and the impact gender can play.
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DATES:

  • San Francisco, CA – February 12, 2018
  • New York, NY – May 29, 2018
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Wharton Private Wealth Management Program
Sat, 12/02/2017 - 00:00
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Philadelphia – May 6-11, 2018 

San Francisco – July 29-August 2, 2018 

 

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Europe
Fri, 12/01/2017 - 00:00
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THE EAST MEETS WEST DISCOVERY ROUNDTABLE
London, UK – April 17, 2018

MEDTECH INVESTING EUROPE CONFERENCE
Lausanne, Switzerland – April 24-25, 2018

FAMILY OFFICE & INVESTMENT CONFERENCE
Geneva, Switzerland – June 5-6, 2018

FAMILIES IN BUSINESS CONFERENCE
Madrid, Spain – June 12-13, 2018

BOARDROOM STRATEGY MASTERCLASS WORKSHOP
Madrid, Spain – June 14, 2018

EUROPEAN FAMILY OFFICE CONFERENCE
London, UK – November 6-7, 2018

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Asia
Fri, 12/01/2017 - 00:00
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INDIAN FAMILIES IN BUSINESS CONFERENCE
Mumbai, India – April 11-12, 2018

ASIA PACIFIC FAMILY INVESTMENT CONFERENCE
Singapore – May 15-16, 2018

ASIA PACIFIC FAMILIES IN BUSINESS FUNDING FORUM
Singapore – September 20-21, 2018

ASIA PACIFIC FAMILY OFFICE CONFERENCE
Hong Kong – October 24-25, 2018

INDIAN FAMILY OFFICE CONFERENCE
Mumbai, India – December 4-5, 2018

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Middle East
Fri, 12/01/2017 - 00:00
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MIDDLE EAST FAMILY OFFICE AND INVESTMENT CONFERENCE
Abu Dhabi, UAE – December 10-11, 2018 

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MedTech
Fri, 12/01/2017 - 00:00
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MEDTECH INVESTING EUROPE CONFERENCE
Lausanne, Switzerland – April 24-25, 2018

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