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

IPI FALL FORUM FOR PRIVATE INVESTORS
Dallas, TX – November 7-8, 2018

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

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

NORTH AMERICAN FAMILY INVESTMENT CONFERENCE: CAMPDEN WEALTH
Chicago, IL – June 12-13, 2018

NORTH AMERICAN FAMILY OFFICE CONFERENCE: CAMPDEN WEALTH
Boston, MA – November 27-28, 2018

 

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Europe
Fri, 12/01/2017 - 00:00
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EUROPEAN FAMILY OFFICE CONFERENCE
London, UK – November 1-2, 2017

BOARDROOM STRATEGY MASTERCLASS
London, UK – November 3, 2017

THE FAMILY OFFICE SOCIAL RETURNS SEMINAR
London, UK – February 5, 2018

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

THE EAST MEETS WEST DISCOVERY ROUNDTABLE
London, UK – April 17, 2018

MEDTECH INVESTING EUROPE CONFERENCE
Lausanne, Switzerland – April 24-25, 2018

FAMILY OFFICE & INVESTMENT CONFERENCE
Geneva, Switzerland – June 5-6, 2018

FAMILIES IN BUSINESS CONFERENCE
Madrid, Spain – June 12-13, 2018

EUROPEAN FAMILY OFFICE CONFERENCE
London, UK – November 6-7, 2018

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

ASIA PACIFIC REAL ASSETS AUDIT
Hong Kong – November 30, 2017

INDIAN FAMILY OFFICE CONFERENCE
Mumbai, India – December 5-6, 2017

FINANCING ASIA PACIFIC FAMILY FIRMS
Bangkok, Thailand – March 13-14, 2018

INDIAN FAMILIES IN BUSINESS CONFERENCE
Mumbai, India – April 11-12, 2018

ASIA PACIFIC FAMILY INVESTMENT CONFERENCE
Singapore – May 15-16, 2018

ASIA PACIFIC FAMILY OFFICE CONFERENCE
Hong Kong – October 24-25, 2018

ASIA PACIFIC REAL ASSETS AUDIT
Hong Kong – November 27, 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 25-26, 2018 

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MedTech
Fri, 12/01/2017 - 00:00
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MEDTECH INVESTING EUROPE CONFERENCE
Lausanne, Switzerland – April 24-25, 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 

IPI MEMBER ROUNDTABLE
New York, NY – May 2, 2018

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Big Grill
Mon, 11/27/2017 - 00:00
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BIG GRILL
Boston, MA – November 27, 2017

BIG GRILL
San Francisco, CA – February 12, 2018

BIG GRILL
Chicago, IL – June 11, 2018

BIG GRILL
New York, NY – October 11, 2018

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Women & Wealth
Tue, 10/31/2017 - 00:00
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WOMEN & WEALTH
San Francisco, CA – February 12, 2018

WOMEN & WEALTH
New York, NY – May 22, 2018

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Wharton Private Wealth Management Program
Sat, 12/02/2017 - 00:00
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Philadelphia – May 6-11, 2018 

San Francisco – July 29-August 2, 2018 

 

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