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.

 

 

 

 

Events

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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IPI Winter Forum - February 6-8, 2024 - Santa Monica

IPI Spring Forum - June 4-6, 2024 - New York City

IPI Fall Forum - September 11-13, 2024 - Denver

IPI End of Year Forum - December 10-12, 2024 - Dallas

 

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

Not yet a member? Qualify to attend!

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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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11th Annual Family Investments & Alternatives Forum - March 15-16th, 2023 - Denver

8th Annual Families Investing with Impact & Innovation Meeting - June 14-15th, 2023 - Minneapolis

16th Annual Family Business & Enterprises Meeting - September 12-13th, 2023 - Washington, D.C.

The Campden Global Owners & Family Office Congress - October 9-13th, 2023 - Dubai

18th Annual Family Office Meeting - November 15-16th, 2023 - Palm Beach

 

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

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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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IPI and Campden Wealth’s Alternative Fund Manager Event returns in May of 2023. Be one of seven innovative alternative funds presenting to a global network of family and private investors. IPI and Campden Wealth has already showcased more than 100 funds to its active investor members over four years. Investors have already interacted with an array of innovative alternative strategies including Venture Capital, Private Equity, Real Estate, Hedge Funds, Agriculture and more.

Format

  • Each manager will present for 15 minutes, followed by open networking and cocktails.

Deliverables

  • Present in [Location TBD] on [Date TBD]: Opportunity to present and highlight your fund at the in-person or virtual meeting above, with 15 minutes of allocated time for the presentation.
  • Attend/Participate in Post-Presentation Cocktail reception. Opportunity for two (2) executives at the event/reception.
  • Fund Promotion: Your fund will be uploaded to the IPI/Campden wealth membership. Managerlink web portal - IPIs private online fund platform, for members to access at any time for 12 months.
  • Branding on the conference materials and cocktail reception signage.
  • Opportunity to invite an agreed number of your current prospective clients (Must meet Campden Wealth criteria of a minimum of $30 million investible assets).
  • Opportunity to display marketing materials at the cocktail reception.
  • Acknowledgement in the conference brochure.

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 29-year old community. 

  • You can sign up HERE

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: TBD

*limited slots available

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

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Wharton Private Wealth Management Program
Wed, 01/01/2020 - 00:00
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2024 Private Wealth Management Programs
April 28—May 3, 2024 - Philadelphia,PA
For more details, call Adam Wachter (IPI) At 212-204-2584 or email aw@memberlink.net

 

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Global
Wed, 01/01/2020 - 00:00
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Indian Family Office Forum  – November 23-24, 2022 – Mumbai, India

European Families in Business Forum  –  December 1-2, 2022 – Paris, France 

Climate Tech Investing Forum – December 6-7, 2022 – Lausanne, Switzerland 

Family Alternative Investment Forum – February 22-23, 2023 – London, UK 

Family Office & Investment Forum – May 31-June 1, 2023 – Switzerland 

Families in Business Forum – September 19-20, 2023 – Spain 

Global Owners & Family Office Congress – October 2023 (5 Day Event) – Dubai, UAE 

Family Office Forum – November 28-29, 2023 – London, UK

 

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