Who we are

The Institute for Private Investors is a private membership organization offering non-commercial investor education, in-person networking and an online community to over 1000 ultra-high-net-worth investors from over 30 countries and 41 U.S states.

Families of substantial wealth rely on IPI to provide a safe harbor where they can learn from each other and leading experts, while fostering lifelong relationships with like-minded peers.

The Institute for Private Investors helps its members become better stewards of their wealth and make more informed decisions for their future legacy.

IPI is the premier global community of private wealth investors providing life-long peer to peer learning and sharing, access to extraordinary investor education and connectivity to investors and advisors.

Private Investors Community & Membership
"Successful wealth management should free you up to be true to your own values, do what you love, pursue your passion and discover your own life's work."
Charlotte Beyer, Founder of IPI
Your community of individuals and families with substantial assets, committed to the exchange and improvement of knowledge.
Forums and Events
Learning from and connecting with subject matter experts and peers!
A Variety of In-Person and Online Learning Environments
Professional Community & Membership
Bridging the gap between the private investor and professional services communities.

Forging successful and enduring relationships in the U.S. and to the global private investor community through Campden Wealth.
Help position your company and offerings and better acquire, retain and service your clients.
Featured program: Spring Forum for Private Investors May 21-23, 2019
Featured program: Spring Forum for Private Investors
May 21-23, 2019

IPI’s NY Spring Forum 2019 will deliver an outstanding array of speakers across industry, investing, academia and the arts for a complete education experience. Immerse yourself in IPI for two days at our new state of the art space.

Convene in Rockefeller Center • 75 Rockefeller Plaza, 31st Floor • New York, NY 10019

Prof. Aswath Damodaran is the Kerschner Family Chair Professor of Finance at the Stern School of Business at New York University. He has been called Wall Street’s “Dean of Valuation”, and is widely respected as one of the foremost experts on corporate valuation. Tesla, Uber, Lyft, Kraft Heinz and Netflix are just some of the recent companies he has written about and analyzed…to varying degrees of success! His blend of exuberance and no little skill has earned him a cult-like following among students and business leaders the world over.

The future of the army and its role in the US National Defense Strategy makes for fascinating reading as it embraces new tech to stay ahead of global competition. Ryan McCarthy is the 33rd Under Secretary of the Army — the Army’s senior civilian assistant and principal adviser on matters relating to the management and operation of the Army, which includes development and integration of Army programs and budget. He will underscore the army’s decisions as they relate to geopolitics, different administration’s needs and current investments.

David DeWalt is a renowned cybersecurity expert who is Vice Chairman of Delta Airlines, former CEO of both McAfee and Documentum, took FireEye public and is Managing Director at Allegis-Cyber. David has more than 20 years of operating experience at the highest level of business — he aslo currently serves on six board of directors — and will bring it all to bare as he picks apart the broad threats and even broader investing opportunities in cybersecurity.

Esports has come from nowhere to become one of the most exciting entertainment trends in the world. BITKRAFT Esports Ventures founder Jens Hilgers provides an inside look at this latest investment trend from an early stage investor and company builder focused entirely on the sector. Discover what role esports may play in the future of digital entertainment.

With more than sixty billion dollars of annual sales, the art market is often opaque and confusing to even the most experienced collectors. Former President of the Americas for Christie’s, Doug Woodham shares his insights on the current state of the art market and how to avoid being taken advantage of. Delve into tax and financial planning considerations along with auction house dealmaking tips.

Face up to the challenges of the current investment environment and your own asset allocation needs. IPI member and a seasoned family office CIO, Ajay Badlani shares his approach to managing uncertainty constructing well diversified portfolios.

Fear of the future or hope for us all? Longview Global Advisors President, DJ Peterson pinpoints hot spots around the world, the potential for flare-ups and the impact it will have on our personal as well as investing future.

Lisa Featherngill, head of legacy and wealth planning at Abbot Downing, will discuss issues to consider when evaluating Opportunity Zone funds including balancing the income tax benefits with the economics of the investment options.

Ashford’s Rob Hays moderates a panel of highly-accomplished veteran officers from the Navy SEALs, Green Berets, and Army Rangers who describe how their training and experience in serving their country has helped shape the way in which they serve their communities today through business, philanthropy, and entrepreneurship. Panelists include: Ashford’s Conor Donahue, Francis Hoang from FH+H and IPI Member Anthony DeToto of Sentinel Trust.

FTCI’s Gail Cohen and Paulina Mejia walk through the responsibilities of a trustee — pitfalls, liabilities and what to be aware of. The panel will outline how trustees make decisions with case studies and personal experiences.

Today the transition to autonomous, connected, electric and shared vehicles will redefine the way we work, live and play, leaving a profound imprint on society. Steve Hellman, at Mobility Impact Partners, looks at how auto companies, parts suppliers, energy companies, fleet operators, logistics providers, technology and communications companies, financial and insurance companies can engage proactively with emerging mobility companies.

Seth Berenzweig from Berenzweig Leonard, and Joseph Urbaniak of Tier 1 Cyber, cover the latest in privacy, data protection and cybersecurity: addressing risks and costs along with the rapidly changing cyber regulatory and legal environment,and strategies to manage risk. The costs of a data breach significantly impact organizations and investors financially, reputationally, and legally, with an average of over 25 million data records stolen per day in 2018!

Michael Albrecht, partner at Ridgewood Infrastructure along with Capital Spring’s co-founder and managing partner, Richard Fitzgerald, discuss two uncorrelated investment strategies and how they insulate investors from market turbulence along with risks they introduce.

Parametric’s Managing Director of Investment Strategy, Rey Santodomingo will discuss how the direct indexing approach to passive investing can help elevate alpha through advanced risk, customization, and tax-management techniques — all things an ETF can’t offer.

The recent Tax Cuts and Jobs Act has impacted taxpayers in different ways. The dynamic political landscape and the broader macro fiscal discussions ensure that taxes will continue to be the subject of ongoing debate. Anthony Annino from Perspecta Trust and Lombard’s Sandy Geyelin discuss methods that families and wealth advisors are utilizing to address how those changes affect investment returns, and what types of investments may best optimize those structures.

To discuss content, email Zaki Abushal at za@memberlink.net
To register, email Kristin Goehring at kg@memberlink.net

Wharton Private Wealth Management
For 20 years, the Wharton School and the Institute for Private Investors (IPI) have helped families meet the complex challenge of wealth management education.
An immersive, interactive and intellectually challenging, five-day wealth management program in collaboration with the Wharton School of the University of Pennsylvania.


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