Events

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

IPI 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.

Co-Investment Workshops—These are highly interactive, closed-door workshops, bringing together family principals, family office executives, and private investors interested in co-investing. Run in three parts, a prominent family will present their case study and experiences with co-investments. This will be followed by a structured discussion. Finally four additional deals will be presented by other members

Next Generation Programs—A community of NextGen peers gather to learn and share their own unique perspectives, experiences and ideas. Opportunity to connect through group discussions and panels of major NextGen leaders and family members.

Alternative Fund Manager Event—Investors will be exposed to a set of diverse and interesting alternative investment strategies presented by funds in an afternoon. Also, a networking and discussion opportunity with other families and fund managers.

Women & Wealth—Specifically designed program for women principals of IPI to meet their peers and share experiences, concerns and approaches related to their relationship with wealth.

Campden Family Enterprise, Investment, Impact and Office Conferences— 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.

IPI Forums

Wed, 01/01/2020 - 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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WINTER FORUM FOR PRIVATE INVESTORS
San Francisco, CA – February 4-5, 2020

IPI VIRTUAL FORUM
Zoom conference – July 20-21, 2020

IPI VIRTUAL FORUM
Zoom conference – September 23-24, 2020

IPI VIRTUAL FORUM
Zoom conference – December 9-10, 2020

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

US Campden Wealth

Wed, 01/01/2020 - 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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NORTH AMERICAN FAMILY ENTERPRISE CONFERENCE

Phoenix, AZ – February 24–26, 2020

What to expect: Owners of multi-generational companies together with entrepreneurs will be discussing how innovation holds the answers and will enhance growth potential for the next decade.
Who should attend: Owners and leaders of multi-generational companies and entrepreneurs.

CAMPDEN WEALTH VIRTUAL FAMILY INVESTMENT & ALTERNATIVES MEETING

Zoom meeting – July 22–24, 2020

What to expect: Private investors will share how they plan and execute their investment portfolio in addition to how they are benefiting from innovation in their offices.
Who should attend: Families with investments and family office executives.

VIRTUAL FAMILY BUSINESS, ENTERPRISE & INNOVATION MEETING

Zoom meeting – September 9–11, 2020

What to expect: This three-day event will provide family business owners and entrepreneurs with the expert led thought leadership, and peer-led case studies on how family are dealing with the present and planning for the future.
Who should attend: Leading business-owning families, private investors, and entrepreneurs.

VIRTUAL FAMILY INVESTMENT, IMPACT & ETHICS MEETING

Zoom meeting – October 20–22, 2020

What to expect: This event will provide investors and family office principals with the case studies on investments and macro trends, followed by a deep dive into successful tactics for ESG and impact investing, plus philanthropic giving.
Who should attend: Leading business-owning, financial, and philanthropic families.

VIRTUAL FAMILY OFFICE MEETING

Zoom meeting – November 16–18, 2020

What to expect: A thorough examination of the culture, systems and best practices that help today’s family offices thrive.
Who should attend: Family office principals and executives and those formalizing an office.

VIRTUAL FAMILY INVESTMENT MEETING

Zoom meeting – December 7–8, 2020

What to expect: Leading investors will be providing their analysis of the last 12 months and their predictions for the 12. During this three-day event, we will be hearing from leading private investors from around the world about their plans for the next 12-24 months, and how they are changing and adapting their portfolios for 2021.
Who should attend: Families with investments and family office executives

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

IPI Alternative Deal Flow Platform

Wed, 01/01/2020 - 00:00

This one-of-a-kind platform is only open to members of IPI and Campden Wealth and select alternative fund managers. It is a chance for investors to assess funds and meet with funds at an Alternative Fund Manager Event.

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The importance of alternative funds to investors of all types cannot be understated. Private and family office investors are at the forefront of this movement — constantly searching for new ways to enhance their portfolios, generate income and create long term outsized returns.

On average 48% of a family office portfolio is allocated to alternative investments according to the IPI/Campden Wealth Global Family Office Report 2019.

IPI has created the Alternative Deal Flow Platform to support this integral part of a family office’s development. This ecosystem of family investors and boutique alternative funds keeps IPI at the leading edge of investment strategy innovation.

Managerlink is a platform built for families who are members of IPI and Campden Wealth—qualified families and active members of a 28-year old community.

Learn more about Managerlink membership as an alternative fund HERE.
You can sign up HERE
Or speak to Steven Sklar

If you would like to be part of the Institute for Private Investors upcoming Alternative Fund Manager Event please let us know.

IPI Alternative Fund Manager Dates:

The most recent Alternative Fund Manager event was held on October 6. Stay tuned for upcoming dates.

~~San Francisco, CA – 3 February, 2020~~
~~IPI Virtual Alternative Fund Event May 5th~~
~~IPI Virtual Alternative Fund Event June 2nd~~
~~IPI Virtual Alternative Fund Event June 30th~~
~~IPI Virtual Alternative Fund Event October 6th~~

If you are raising, or expect to be soon, this is the ideal opportunity to present and discuss your fund’s thesis with family investor members of IPI and Campden Wealth.

Alternative funds will present to investors and share in networking and relationship building. Be one of the seven innovative alternative funds presenting to family and private investors. Investors have already interacted with an array of innovative alternative strategies including Venture Capital, Private Credit, Private Equity Real Estate, Hedge Funds, Private Equity and more.

Learn more about the IPI Alternative Fund Manager Event and take part as an alternative fund HERE.

Roundtables

Wed, 01/01/2020 - 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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NextGen Seminars:

Globalization – October 28, 2020

Time: 1pm Eastern Time

What to expect: Today’s families and nextgen are more globally-focused than ever before. A family may be born in Thailand, attend college in London, intern on Wall Street, and start a technology firm in Silicon Valley. We will discuss how globalization is impacting families and what it means for the future of business.

Succession Planning & Decision – November 12, 2020

Time: 1pm Eastern Time

What to expect: Wealth preservation and transfer is still the top priority for multigenerational families. However, critical questions often arise surrounding structure, timing, and to whom. We will address how families have tackled these challenging issues and tangible solutions next gen can use to discuss with their own families.

In Conversation:

Jeff Immelt: Lessons Learned as a CEO and Investor – October 28, 2020

Time: 2pm Eastern Time

What to expect: Jeff joined NEA in 2018 as a Venture Partner on both the technology and healthcare investing teams. Jeff served as chairman and CEO of GE for 16 years where he revamped the company’s strategy, global footprint, workforce and culture, transforming it into a simpler, stronger, and more focused digital industrial company. During his tenure, he led several innovative transformations which doubled industrial earnings, reshaped the portfolio, re-established market leadership, grew a strong share position in essential industries, and quadrupled emerging market revenue. Prior to being appointed Chief Executive Officer in 2000, Jeff held several global leadership roles at GE in the Plastics, Appliances, and Healthcare businesses and became an Officer of the company in 1989. He has been named one of the "World's Best CEOs" three times by Barron's, and while he was CEO, GE was named "America's Most Admired Company" by Fortune magazine and one of "The World's Most Respected Companies" in polls by Barron's and the Financial Times. He has received 15 honorary degrees and numerous awards for business leadership.

Jeremy Grantham, Founder of GMO – November 11, 2020

Time: 2pm Eastern Time

What to expect: Mr. Grantham co-founded GMO in 1977 and is a member of GMO’s Asset Allocation team, serving as the firm’s long-term investment strategist. He is a member of the GMO Board of Directors and has also served on the investment boards of several non-profit organizations. Prior to GMO’s founding, Mr. Grantham was co-founder of Batterymarch Financial Management in 1969 where he recommended commercial indexing in 1971, one of several claims to being first. He began his investment career as an economist with Royal Dutch Shell. Mr. Grantham earned his undergraduate degree from the University of Sheffield (U.K.) and an M.B.A. from Harvard Business School. He is a member of the Academy of Arts and Sciences, holds a CBE from the UK and is a recipient of the Carnegie Medal for Philanthropy.

Women & Wealth

Wed, 01/01/2020 - 00:00

Half-day event exploring alignment and transition within the family and individual values, as well as impactful keynote speakers. A community of women family members, business owners, and investors gather for the purpose of connectivity and education.

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DATES TBD