Who we are
INSIGHT AND INFORMATION TO HELP YOU PRESERVE AND MANAGE YOUR WEALTH

The Institute for Private Investors is a private membership organization offering non-commercial investor education, in-person networking and an online community to over 1000 ultra-high-net-worth investors from over 30 countries and 41 U.S states.

Families of substantial wealth rely on IPI to provide a safe harbor where they can learn from each other and leading experts, while fostering lifelong relationships with like-minded peers.

The Institute for Private Investors helps its members become better stewards of their wealth and make more informed decisions for their future legacy.

IPI is the premier global community of private wealth investors providing life-long peer to peer learning and sharing, access to extraordinary investor education and connectivity to investors and advisors.

Private Investors Community & Membership
"Successful wealth management should free you up to be true to your own values, do what you love, pursue your passion and discover your own life's work."
Charlotte Beyer, Founder of IPI
Your community of individuals and families with substantial assets, committed to the exchange and improvement of knowledge.
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Forums and Events
Learning from and connecting with subject matter experts and peers!
A Variety of In-Person and Online Learning Environments
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Professional Community & Membership
Bridging the gap between the private investor and professional services communities.

Forging successful and enduring relationships in the U.S. and to the global private investor community through Campden Wealth.
Help position your company and offerings and better acquire, retain and service your clients.
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Featured program: Winter Forum for Private Investors February 6-7, 2019
Featured program: Winter Forum for Private Investors
February 6-7, 2019
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IPI Alternative Fund Manager Event — February 5th
The Winter Forum in San Francisco begins on February 5th with the Alternative Fund Manager Event. The event introduces innovative and under-the-radar managers to the active IPI family and private investor community. You should attend if you are interested in public and private market alternative investment strategies such as private equity, private debt, real estate, agriculture, venture capital and hedge funds.

IPI Winter Forum — February 6–7th
Day One: 9:15am – 6:00pm (registration and breakfast 8:15am – 9:15am)
Day Two: 9:30am – 4:00pm (breakfast 8:30am – 9:30am)

Topics and Speakers
The story of how global financial platforms have evolved over the past 30 years is told by Tim McCarthy, former president of Schwab, former CEO of Nikko AM, and Hong Kong-based Jardine Fleming, and finance author. The ‘Silicon Valley’ model is no longer local and investors should be acutely aware of what that means. Fintech is a prime example of how important global politics is and why viewing the world in sectors not geographic regions is critical to success.

The Housing Crisis is Real
There’s a massive housing shortage that has reached crisis levels throughout the country. This is not just a regional problem – it is a national problem. At a time of flux in real estate we bring investors up to speed on rising interest rates, cap rates correlation, an inverted buyers market, the supply of new homes and more.

Yung-Yu Ma Chief Investment Strategist at CTC | myCFO delivers a blow-by-blow on the investment outlook in 2019. He is immersed in the research of macro and market trends and the application of strategies that can take advantage.

Tech Enabled — Real Estate
Two tech investors, Tyson Woeste at Fifth Wall and Phil Upham at Haymaker Capital, address tech in real estate. Software-based services are evident all around — but not all are industry transforming. We address some of the tech shifts making an impact in real estate from an investor and operator perspective including:

  • Crypto-securitization of real estate assets e.g the new REITs model; technologies to reduce frictional costs of home buying and rental through blockchain registry + many more tangible changes.

Interactive Asset Allocation — The Barbell Model
Face up to the challenges of the current investment environment and your own asset allocation needs as we ask; is the barbell approach right for you? Led by two seasoned CIOs — Eric Upin, former Stanford Management Company CIO and John O’Connor, former Rincon CIO, our focus will be on managing preservation and investment capital in two separate buckets — this is designed as a discussion-based session for families to hear outlooks and more importantly ask questions. You will also hear how the Hewlett and Packard foundations took different approaches to their asset allocation and ended up with vastly different pools of capital.

Tax Efficient — Real Estate
How do family offices, keen on both real estate and tax-efficient investing, access opportunities? We’ll look at traditional equity and debt approaches as well as insurance wrappers and more in this hands-on look at tax efficiency within real estate. We compare and contrast the returns, liquidity, and risks of these strategies.

  • Equity — opportunity zones are everywhere and incredibly tax-efficient — we’ll take another look at investing in opp zone real estate with Oscar Vasquez of Encore Funds.
  • It’s been a while since IPI looked at real estate debt options. David Sifford, on the Social Infrastructure investment committee at Tortoise, outlines the opportunities in the space.

How to Successfully Manage the Five Stages of Small Business Growth
While the characteristics of small businesses do vary widely, there is some commonality with respect to how companies scale, evolve and (hopefully) thrive. In this session we look at a pragmatic framework for assessing small companies to understand the challenges they may face, the opportunities they may enjoy and some practical strategies one can employ to navigate future growth.

Member Connections
Tap into the know-how and connections of fellow members in a confidential setting. In 60 seconds set out your NEEDS & LEADS to the group and in return receive the collective wisdom of the IPI membership. Every member in attendance can quickly share their pressing investment and business challenges.

To discuss content, email Zaki Abushal at za@memberlink.net
To register, email Kristin Goehring at kg@memberlink.net

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Wharton Private Wealth Management
For 20 years, the Wharton School and the Institute for Private Investors (IPI) have helped families meet the complex challenge of wealth management education.
An immersive, interactive and intellectually challenging, five-day wealth management program in collaboration with the Wharton School of the University of Pennsylvania.
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