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.

 

 

 

 

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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Virtual IPI Winter Forum - January 12-13th, 2021

Virtual IPI/Campden Wealth’s Mega Trends Forum - April 13-15th, 2021

Click here to see the one-pager

Virtual IPI Spring Forum - May 11-13th, 2021

IPI Fall Forum - September 21- 22nd, 2021

IPI End of Year Forum - December 6-8th, 2021

 

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

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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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Virtual Campden Wealth’s Family Owners & Operators Meeting

February 9–11th, 2021

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.

 

Virtual Campden Wealth’s Family Office Meeting

March 9-11th, 2021

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 IPI/Campden Wealth’s Mega Trends Forum

April 13-15th, 2021

What to expect: What tailwinds are supporting global change? In this meeting we will look to the future by understanding the mega trends
of today. What are the driving forces behind global prosperity across demography and generations, technology and innovation, climate, and healthcare?
Who should attend: This is for the curiosity seeker in all of us and aimed at supporting a long-term outlook for investing and building sustainable families.

Click here to see the one-pager

Virtual Campden Wealth’s Family Investment & Alternatives Meeting

June 8-10th, 2021

What to expect: This is the ultimate alternative investment conference for private investors and CIOs. Dovetailing with the IPI Virtual Spring Forum that took place in May we now branch into the
alternatives space and ask what are you allocating to this year, how are you doing it and why? This will address a range issues specific to alternatives in the public and private markets. You’ll
leave with a batter grasp of where families are investing and how they are doing it.
 

Family Investment Meeting

October 12-14th, 2021

 

Family Office & Business Meeting

November 16-18th, 2021

 

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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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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

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:

  • February 25th, 2021
  • June 23rd, 2021

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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Next Gen Series
Wed, 01/01/2020 - 00:00
Virtual and in-person events which are aimed at educating and advancing your next generation family members. Sector experts and family members share their advice and experiences during the four interactive sessions on health and wellness, philanthropy, globalization, and succession planning and decision making.
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NextGen Seminars:

  • February 2nd, 2021
  • March 3rd, 2021
  • April 20th, 2021
  • June 1st, 2021
  • July 13th, 2021
  • September 14th, 2021
  • October 21st, 2021
  • November 23rd, 2021
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Women & Wealth
Wed, 01/01/2020 - 00:00
Virtual and in-person events 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 - Virtual Meetings

  • January 28th, 2021
  • March 23rd, 2021
  • May 25th, 2021

 

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Wharton Private Wealth Management Program
Wed, 01/01/2020 - 00:00
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Dates TBD

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Europe
Wed, 01/01/2020 - 00:00
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Dates

Virtual European Family Office Forum  - February 4th, 2021

Family Investment Forum - April 28-29th, 2021

Family Alternative Investment Forum - June 23rd- 24th, 2021

Families in Business Forum & Awards - September 15-16th, 2021

Family Investment Forum - October 6-7th, 2021

Family Office Forum - November 3-5th, 2021

 

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Asia
Wed, 01/01/2020 - 00:00
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Dates: 

Virtual Indian Family Office Forum - January 19-21st, 2021

China Family Business/Succession Planning - March 16-17th, 2021

Indian Families in Business Forum - April 22- 24th, 2021

Family Office Private Markets Forum Singapore - May 17- 19th, 2021

Indian Alternative Investment Forum - August 11-13th, 2021

China Week Shanghai and Beijing - October 18-22th, 2021

Family Office & Succession Forum- Hong Kong - November 30th - December 1st

 

 

 

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