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

SPRING FORUM FOR PRIVATE INVESTORS
New York, NY – May 20-21, 2020

FALL FORUM FOR PRIVATE INVESTORS
New York, NY – September 23-24, 2020

FALL FORUM FOR PRIVATE INVESTORS
Dallas, TX – December 9-10, 2020

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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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.

 

NORTH AMERICAN FAMILY INVESTMENT & ALTERNATIVES CONFERENCE

Chicago, IL – June 8–10, 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.

 

NORTH AMERICAN FAMILY INVESTMENT & IMPACT CONFERENCE

Denver, CO – October 19–21, 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.

 

NORTH AMERICAN FAMILY OFFICE CONFERENCE

Boston, MA – 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.

 

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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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 28-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 New York on May 19th and beyond please let us know.

IPI Alternative Fund Manager Dates:

  • San Francisco, CA – 3 February, 2020
  • New York, NY – May 19, 2020
  • New York, NY – September 22, 2020
  • Dallas, TX – December 8, 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
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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DATES:

  • Navigating the Complexities of Aging: New York, NY – March 4, 2
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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

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Wharton Private Wealth Management Program
Wed, 01/01/2020 - 00:00
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Philadelphia • May 3–8, 2020

Philadelphia • July 19–24, 2020

 

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Europe
Wed, 01/01/2020 - 00:00
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THE EUROPEAN FAMILY ALTERNATIVE INVESTMENT CONFERENCE
London, UK – February 25–26, 2020

MEDTECH INVESTING EUROPE CONFERENCE
Lausanne, Switzerland – March 31–April 1, 2020

FAMILY OFFICE & INVESTMENT CONFERENCE
Geneva, Switzerland – May 19–20, 2020

EUROPEAN FAMILIES IN BUSINESS CONFERENCE & AWARDS
Munich, Germany – June 30–July 1, 2020

MEDTECH INVESTING EUROPE CONFERENCE
London, UK – October 6–7, 2020

EUROPEAN FAMILY OFFICE CONFERENCE
London, UK – November 4–5, 2020

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Asia
Wed, 01/01/2020 - 00:00
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INDIAN FAMILIES IN BUSINESS CONFERENCE
Mumbai, India – April 7–8, 2020

ASIA PACIFIC FAMILY INVESTMENT CONFERENCE
Singapore – May 19–20, 2020

INDIAN FAMILY ALTERNATIVE INVESTMENT CONFERENCE
Mumbai, India – August 11, 2020

ASIAN FAMILY BUSINESS & SUCCESSION PLANNING FORUM
Shanghai, PRC – September 22–23, 2020

INDIAN FAMILY OFFICE CONFERENCE
Mumbai, India – October 27–28, 2020

ASIA PACIFIC FAMILY OFFICE CONFERENCE
Hong Kong, SAR – November, 2020

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Middle East
Wed, 01/01/2020 - 00:00
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MIDDLE EAST FAMILY ENTERPRISE & INVESTMENT CONFERENCE
Abu Dhabi, UAE – December 7–8, 2020

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MedTech
Wed, 01/01/2020 - 00:00
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MEDTECH INVESTING EUROPE CONFERENCE
Lausanne, Switzerland – March 31–April 1, 2020

MEDTECH INVESTING EUROPE CONFERENCE
London, UK – October 6–7, 2020

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