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.

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
Tue, 02/25/2025 - 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 Investment and Family Office Forum: Santa Monica, CA – February 25-26

Mid-Year Forum: New York, NY – June 10-11

Fall Investment Forum: Vancouver, Canada  – September 17-18

End of Year Forum: Austin, TX  December 8-9

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

Not yet a member? Qualify to attend!

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US Campden Wealth
Tue, 02/25/2025 - 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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Family Investment and Macro Forum: Washington DC – March 25-26

Wharton Private Wealth Management Forum: Philadelphia, PA – May 3-8

Family Alternative Investment Forum: San Francisco, CA – May 13-14

Family Dynamics, and Office Forum: Vancouver, Canada – September 15-16

Family Office Forum: West Palm Beach, FL – November 18-19

 

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

Not yet a member? Qualify to attend!

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Wharton Private Wealth Management Program
Tue, 02/25/2025 - 00:00
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2026 Private Wealth Management Programs
May 3-8, 2026
For more details, call Adam Wachter (IPI) At 212-204-2584 or email aw@memberlink.net

 

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Global
Tue, 02/25/2025 - 00:00
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Family Alternative Investment Forum: London, UK  – February 24-25

Family Enterprise and Wealth Creation Forum: Singapore – March 10-11

Families in Business Forum: Delhi, India – April 28-29

Family Office and Investment Forum: Geneva, Switzerland – June 2-3

Family Office and Investment Forum: Hong Kong, PRC – June 23-24

Family Alternative Investment Forum: Mumbai, India – August 20-21

Family Enterprise and Innovation Forum: Milan, Italy – September 16-17

Family Office and Investment Forum: Singapore  – September 23-24

Global Owners and Family Office Congress: Abu Dhabi – October 20-22

Family Office Forum: London, UK – November 1-2

Family Enterprise and Alternative Investment Forum: Hong Kong, PRC – November 24-25

Family Office Forum: Mumbai, India – December 8-9

 

 

 

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