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

WINTER FORUM FOR PRIVATE INVESTORS
San Francisco, CA – February 5-7, 2019

SPRING FORUM FOR PRIVATE INVESTORS
New York, NY – May 21-23, 2019

FALL FORUM FOR PRIVATE INVESTORS
New York, NY – September 23-25, 2019

FALL FORUM FOR PRIVATE INVESTORS
Dallas, TX – December 2-4, 2019

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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Families in Business:
What to expect: Insight into how 21st century family-owned businesses ought to address new technologies, political changes and social factors from in-laws to divorce.
Who should attend: Family members who own and run businesses or sit on the company boards.

AMERICAS FAMILIES IN BUSINESS CONFERENCE: CAMPDEN WEALTH
Miami, FL – March 25-27, 2019

Family Investing:
What to expect: In keynotes and workshops, families will share how they plan and execute their investment portfolio in addition to how they are preparing for anticipated trends and challenges in 2018.
Who should attend: Families with investments and family office executives.

NORTH AMERICAN FAMILY INVESTMENT & ALTERNATIVES CONFERENCE: CAMPDEN WEALTH
USA – June 24-26, 2019

Family Impact Investing:
What to expect: 
Deep dive into successful tactics for ESG and impact investing, plus philanthropic giving.
Who should attend: Family foundations, their executives and board members.

NORTH AMERICAN FAMILY IMPACT INVESTING CONFERENCE: CAMPDEN WEALTH
San Diego, CA – October 15-17, 2019

Family Office:
What to expect: A thorough examination of sourcing the best talent, adapting to new regulations, and how to successfully manage governance and office structure.
Who should attend: Principals and executives of family offices and families looking to set up their office.

PRE-DAY NORTH AMERICAN CRYPTO & BLOCKCHAIN WORKSHOP
Boston, MA – November 26, 2018

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

NORTH AMERICAN FAMILY OFFICE CONFERENCE: CAMPDEN WEALTH
Boston, MA – November 19-21, 2019

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:

  • Ardenton Capital Dallas, TX – October 4, 2018
  • Hire Society New York, NY – October 25, 2018
  • Prophet Capital Asset Management New York, NY – November 14, 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 5-10, 2019

Philadelphia • August 4-9, 2019

 

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Europe
Fri, 12/01/2017 - 00:00
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EUROPEAN FAMILY OFFICE CONFERENCE
London, UK – November 6-7, 2018

MEDTECH INVESTING EUROPE CONFERENCE
London, UK – November 27-28, 2018

THE FAMILY ALTERNATIVE INVESTMENT CONFERENCE
London, UK – February 26-27, 2019

MEDTECH INVESTING EUROPE CONFERENCE
Lausanne, Switzerland – April 2-3, 2019

FAMILY OFFICE & INVESTMENT CONFERENCE
Geneva, Switzerland – June 4-5, 2019

FAMILIES IN BUSINESS CONFERENCE
Europe – July 2-3, 2019

FAMILY OFFICE CONFERENCE
London, UK – November 5-6, 2019

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Asia
Fri, 12/01/2017 - 00:00
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ASIA PACIFIC FAMILY OFFICE CONFERENCE
Hong Kong – October 31-November 1, 2018

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

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

INDIAN FAMILIES IN BUSINESS CONFERENCE
Mumbai, India – April 10-11, 2019

ASIA PACIFIC FAMILY INVESTMENT CONFERENCE
Singapore – May 14-15, 2019

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

MIDDLE EAST FAMILY OFFICE & INVESTMENT CONFERENCE
Abu Dhabi, UAE – December 9-10, 2019

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MedTech
Fri, 12/01/2017 - 00:00
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MEDTECH INVESTING EUROPE CONFERENCE
London, UK – November 27-28, 2018

MEDTECH INVESTING EUROPE CONFERENCE
Lausanne, Switzerland – April 2-3, 2019

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