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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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
Denver, CO – 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.

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 Deal Flow Platform
Mon, 11/27/2017 - 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 46% of a family office portfolio is allocated to alternative investments according to the IPI/Campden Wealth Global Family Office Report 2018.

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 27-year old community.

  • Learn more about Managerlink membership as an alternative fund HERE.  

Now in its third year, if you would like to be part of the Institute for Private Investors upcoming Alternative Fund Manager Event in Dallas on December 2nd and beyond please let us know.

IPI Alternative Fund Manager DATES:

  • San Francisco, CA —February 5, 2019
  • Chicago, IL – June 24, 2019
  • New York, NY – September 23, 2019
  • Dallas, TX — December 2, 2019
  • San Francisco, CA —February, 2020

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 over an afternoon 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

 

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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:

  • April 30, 2019
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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:

  • New York, NY – Tuesday, May 21, 2019
  • New York, NY – Monday, September 23, 2019
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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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THE FAMILY ALTERNATIVE INVESTMENT CONFERENCE
London, UK – February 26-27, 2019

MEDTECH INVESTING EUROPE CONFERENCE
Lausanne, Switzerland – May 7-8, 2019

FAMILY OFFICE & INVESTMENT CONFERENCE
Geneva, Switzerland – June 11-12, 2019

EUROPEAN FAMILIES IN BUSINESS CONFERENCE
Milan, Italy – July 2-3, 2019

MEDTECH INVESTING EUROPE CONFERENCE
London, UK – September 24-25, 2019

FAMILY OFFICE CONFERENCE
London, UK – November 4-5, 2019

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Asia
Fri, 12/01/2017 - 00:00
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INDIAN FAMILIES IN BUSINESS CONFERENCE
Mumbai, India – April 9-10, 2019

ASIA PACIFIC FAMILY INVESTMENT CONFERENCE
Singapore – May 14-16, 2019

CHINA GLOBAL FAMILY WEALTH STRUCTURING FORUM
Pudong, Shanghai, PRC – September 24-25, 2019

INDIAN FAMILY OFFICE CONFERENCE
Mumbai, India – October 22-23, 2019

ASIA PACIFIC FAMILY OFFICE CONFERENCE
Hong Kong, SAR – November 27-28, 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
Lausanne, Switzerland – May 7-8, 2019

MEDTECH INVESTING EUROPE CONFERENCE
London, UK – September 24-25, 2019

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