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

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.

Investor Briefings—An intimate group of like-minded financial families and family businesses together to discuss a set topic.

Private Meetings— 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.

Advisor roundtables - Industry leaders discuss timely issues and build relationships with others in the wealth management industry. 

Next Generation Programs—This unique program is designed to help younger members on their journey to becoming wealth stewards, entrepreneurs and future wealth creators.

IPI WOW! – Specifically designed program for women principals of IPI to meet their peers and share experiences, concerns and approaches related to their relationship with wealth.

Co-Investment Workshops –  These unique workshops are exclusively positioned for principals and executives of Family Offices who have or are actively engaging in Co-Investment activities and seeking new opportunities.

The Grill®—Due diligence in action, providing a window into how experienced private investors question a money manager/advisor. 

Events

IPI Forums
Fri, 12/01/2017 - 00:00
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IPI FALL FORUM FOR PRIVATE INVESTORS 
Dallas, TX– November 1-2, 2017 

IPI WINTER FORUM FOR PRIVATE INVESTORS 
San Francisco, CA– February 13-14, 2018 

IPI SPRING FORUM FOR PRIVATE INVESTORS
New York, NY – May 23-24, 2018

IPI FALL FORUM FOR PRIVATE INVESTORS
New York, NY – October 10-11, 2018

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Roundtables
Fri, 12/01/2017 - 00:00
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IPI MEMBER ROUNDTABLE – METALS & MINING 
New York, NY – June 22, 2017 

CAMPDEN WEALTH FAMILY BUSINESS ROUNDTABLE – PRE-SALE PLANNING FOR YOUR FAMILY'S BUSINESS
​New York, NY – June 27, 2017 

IPI MEMBER ROUNDTABLE – CYBERSECURITY 
New York, NY – July 20, 2017 

 

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US Campden Wealth
Fri, 12/01/2017 - 00:00
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CAMPDEN WEALTH NORTH AMERICAN FAMILY OFFICE CONFERENCE 
Boston, MA – November 28-29, 2017 

CAMPDEN WEALTH AMERICAS FAMILIES IN BUSINESS CONFERENCE 
Miami, FL – March 6-7, 2018 

 

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Europe
Fri, 12/01/2017 - 00:00
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SETTING-UP A FAMILY OFFICE 
London, UK – October 31, 2017 

CAMPDEN WEALTH EUROPEAN FAMILY OFFICE CONFERENCE 
London, UK – November 1-2, 2017 

CAMPDEN WEALTH FAMILY ALTERNATIVE INVESTMENT CONFERENCE 
London, UK – February 6-7, 2018 

CAMPDEN WEALTH MEDTECH INVESTING EUROPE CONFERENCE
London, UK – April 18-19, 2018

THE ASIAN-EUROPEAN FAMILY OFFICE DISCOVERY ROUNDTABLE 
London, UK – April 24, 2018 

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Middle East
Fri, 12/01/2017 - 00:00
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MIDDLE EAST FAMILIES IN BUSINESS CONFERENCE 
Abu Dhabi, UAE – September 26-27, 2017 

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Asia
Fri, 12/01/2017 - 00:00
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CAMPDEN WEALTH ASIA PACIFIC FAMILY OFFICE CONFERENCE 
Hong Kong – October 25-26, 2017 

INDIAN FAMILY OFFICE AND INVESTMENT CONFERENCE 
Mumbai, India – November 16-17, 2017 

INDIAN FAMILIES IN BUSINESS CONFERENCE 
Mumbai, India – December 5-6, 2018 

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MedTech
Fri, 12/01/2017 - 00:00
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MEDTECH INVESTING CONFERENCE 
London, UK – September 19-20, 2017

MEDTECH INVESTING EUROPE CONFERENCE 
London, UK – April 18-19, 2018 

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Wharton Private Wealth Management Program
Sat, 12/02/2017 - 00:00
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San Francisco – July 30-August 3, 2017 

Philadelphia – May 6-11, 2018 

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