Who we are
INSIGHT AND INFORMATION TO HELP YOU PRESERVE AND MANAGE YOUR WEALTH

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.
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Forums and Events
Learning from and connecting with subject matter experts and peers!
A Variety of In-Person and Online Learning Environments
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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.
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Featured Program: 5th Annual North America Family Investment Conference
This year’s North American Family Investment Conference will provide you and your family office the skills and tools to create an intelligent and efficient investment portfolio. During the two days, over 25 leading family office principal and CIOs will be sharing expertise and insights on infrastructure investing, manager selection and investment opportunities in Latin America.
June 13th & 14th, 2017
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The 5th Annual North American Family Investment Conference - Developing Your Business and Family Strategies for Next Generation Leadership

June 13th and 14th, 2017 – The Gwen, Chicago, IL

What questions have you always wanted to ask?

This year’s event will provide you and your family office the tools to create an intelligent and efficient investment portfolio as well as the opportunity to ask those questions which have kept you up at night. Josh Roach – Managing Partner and family principal of Lloyd Capital Partners – will be guiding us through the two day conference and making sure you take some gems of information back to your family office.

Infrastructure, Latin America and fund manager selection—just three of the themes we’ll be covering in-depth this year:

THE IMPACT OF INFRASTRUCTURE INVESTMENT
Infrastructure spending is forecast to top $1 trillion: How can family offices make the most of the opportunities in this sector over the next decade; what are the benefits of next generation infrastructure on the wider world; and how should your infrastructure deals be structured. Dr Rajiv Sharma of Stanford Global Projects Center and Matt Garver, CEO and Chairman of Liberty Capital lead this discussion.

LATIN AMERICA INVESTMENT OPPORTUNITIES
Families often look to Latin America and the emerging markets to increase their yield. This sessions will provide a first-hand account of the opportunities in Latin America from families who are investing in those markets today. We’ll be looking at co-investment deals across borders as well as today’s opportunity sets.

THE SECRETS OF SUCCESSFUL FUND AND MANAGER SELECTION
The fund world is a bigger place than the handful of bluechip managers who make the headlines. It takes a skilled and resourceful investor to find out about lesser known funds and strategies that could add value to an investment portfolio? We address how to unearth and access these funds in the ever-burgeoning fund market place.

Additionally, I am delighted to welcome back Sam Zell, one of the world’s most successful entrepreneurs, who will be launching his book - Am I Being Too Subtle? Straight Talk From a Business Rebel – at this year’s event. Zell’s honest and humorous insights and, critically, his lessons learned, serve as an indispensable guide for the next generation of disrupters, entrepreneurs, and investors.

To reserve your place, log-in to Memberlink with your username and unique password.  Difficulties logging in, please contact Charissa at cc@memberlink.net or call 212-693-1300.  

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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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Calendar
Complete Listing of IPI and Campden Wealth Events Worldwide
Global Events
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AMERICA

WHARTON PRIVATE WEALTH MANAGEMENT PROGRAM
Philadelphia, PA – April 30 - May 5, 2017

LAUNCH EVENT - 2017 WOMEN & WEALTH INITIATIVE
New York, NY – May 22, 2017

SPRING FORUM FOR PRIVATE INVESTORS
New York, NY – May 23-24, 2017

5TH NORTH AMERICAN FAMILY INVESTMENT CONFERENCE
Chicago, IL – June 13-14, 2017

WHARTON PRIVATE WEALTH MANAGEMENT PROGRAM
San Francisco, CA – July 30 - August 3, 2017

EAST MEETS WEST ROUNDTABLE
San Francisco, CA – September 18, 2017

2ND WEST COAST FAMILY INVESTING CONFERENCE
San Francisco, CA – September 19-20, 2017

FALL FORUM FOR PRIVATE INVESTORS
New York, NY – October 3-4, 2017

FALL FORUM FOR PRIVATE INVESTORS
Dallas, TX – November 1-2, 2017

12TH NORTH AMERICAN FAMILY OFFICE CONFERENCE
Boston, MA – November 29-30, 2017

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

11TH AMERICAS FAMILIES IN BUSINESS CONFERENCE
Miami, FL – March 6-7, 2018

EUROPE

EAST MEETS WEST SEMINAR
London, UK – April 25, 2017

10TH FAMILY WEALTH MANAGEMENT CONFERENCE
London, UK – April 26-27, 2016

18TH EUROPEAN FAMILY INVESTMENT CONFERENCE
Geneva, Switzerland – May 31-June 1, 2017

14TH EUROPEAN FAMILIES IN BUSINESS CONFERENCE
Prague, Czech Republic – June 20-21, 2017

25TH MEDTECH INVESTING CONFERENCE
London, UK – September 19-20, 2017

BUILDING A MULTI-GENERATIONAL FAMILY OFFICE
London, UK – October 31, 2017

19TH EUROPEAN FAMILY OFFICE CONFERENCE
London, UK – November 1-2, 2017

MIDDLE EAST

MIDDLE EAST FAMILIES IN BUSINESS CONFERENCE
Abu Dhabi, UAE – September 26-27, 2017

ASIA

INDIAN FAMILIES IN BUSINESS CONFERENCE
Mumbai, India – April 26-27, 2017

8TH ASIA PACIFIC FAMILY INVESTMENT CONFERENCE
Singapore – May 16-17, 2017

15TH ASIA PACIFIC FAMILY OFFICE CONFERENCE
Hong Kong – October 24-25, 2017

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

On occasion, dates, venues and/or locations may change due to unforeseen circumstances. If in doubt, we encourage you to contact the team at ipi@memberlink.net before committing to travel arrangements.

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