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: North American Family Impact Investing Conference
Designing & Building Your Impactful Family
September 26th & 27th, 2018
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Designing & Building Your Impactful Family

September 26 & 27, 2018 — Sheraton San Diego Hotel & Marina, San Diego, CA, USA 

One of the key family office trends in 2017 was the rise of impact investing. According to Campden’s Global Family Office Report (2017), ‘over 40% of family offices are expecting to increase their allocation towards impact, environmental and ESG investments. Millennials will drive the adoption of sustainable and impact investing’. Like any other new investment idea, family offices and the wider sector are facing a number of challenges including lack of deal flow and defined impact measurement. Impact investing is not just something that concerns your family foundation, but it is an ideology across all the parts of your family infrastructure, including your business, office, investment portfolio and foundation. And every family’s definition of impact, is unique to them.     
Some of the world’s largest families, including Ford, Pritzker, Gates Rockefeller and Walton are actively engaged in impact investing. The Ford Foundation recently earmarked $1bn for “mission” or “impact” investing. According to the FT’s Gillian Tett, the reason for this announcement ‘is because the Ford trustees no longer think that charity is “just” about handing out cash for worthy causes; it is also about aggressively trying to harness capitalism and capital markets to promote change’. Or as Darren Walker, the foundation head put it: “It’s not just 5 per cent of your money you give away that matters. What you do with the other 95 per cent is almost more important.”

With this backdrop, Campden Wealth is delighted to announce our Inaugural North American Family Impact Investing Conference, taking place in San Diego on September 26th and 27th. During the two days, family business, office and foundation owners and executives will be comparing experiences in this relatively new space, as well as debating the key opportunities and challenges that they face. Additionally, experts from academia and industry will discussing the infrastructure and how impact investing can be scalable.

As an IPI member you can 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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*Please note registration is subject to approval and event fee

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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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Institute for Private Investors Seasonal Forums:
To build a sense of community and connectivity IPI forums are run four times a year

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

SPRING FORUM FOR PRIVATE INVESTORS
New York, NY – May 30-31, 2018

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

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

Families in Business:
What to expect: Insight into how 21st century family-owned businesses ought to address new technologies, political changes and social factors from in-laws to divorce.
Who should attend: Family members who own and run businesses or sit on the company boards.

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

Experiences:
FT. BRAGG MILITARY EXCURSION
Fort Bragg, NC – June 10-11, 2018

Family Investing:
What to expect: In keynotes and workshops, families will share how they plan and execute their investment portfolio in addition to how they are preparing for anticipated trends and challenges in 2018.
Who should attend: Families with investments and family office executives.

NORTH AMERICAN FAMILY INVESTMENT & ALTERNATIVES CONFERENCE: CAMPDEN WEALTH
Chicago, IL – June 19-20, 2018

Family Impact Investing:
What to expect:
Deep dive into successful tactics for ESG and impact investing, plus philanthropic giving.
Who should attend: Family foundations, their executives and board members.

NORTH AMERICAN FAMILY IMPACT INVESTING CONFERENCE: CAMPDEN WEALTH
San Diego, CA – September 26-27, 2018

Family Office:
What to expect: A thorough examination of sourcing the best talent, adapting to new regulations, and how to successfully manage governance and office structure.
Who should attend: Principals and executives of family offices and families looking to set up their office.

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

Next Gen:
These events are the Next Gen’s own platform to build a community of peers learning, sharing their own unique perspectives, experiences, and ideas and growing together.
DATES:

  • New York, NY – June, 2018 Dallas, TX – November 6, 2018

Masterclasses:
Building a World Class Investment Program The one-day course will be led by former endowment and foundation CIO John-Austin Saviano. He will draw on his experiences in the launches of two multi-billion dollar investment programs at UC Berkeley ($2Bn) and the Gordon & Betty Moore Foundation ($6Bn).

DATES:

San Francisco, CA – February 12, 2018 New York, NY – TBD

Member Roundtables:

Roundtables on a variety of subject matters are led by professional members to help private investors. Roundtables combine expert-led presentations and content with socializing over cocktails. Roundtables run about 2–3 hours long.
DATES:

  • Abbot Downing – New York, NY – March 28, 2018
  • TerraCycle– New York, NY – April 12, 2018
  • Syntax – Santa Monica, CA – April 18, 2018
  • O’Connor Professional – New York, NY – May 2, 2018
  • NED Biosystems – New York, NY – May 10, 2018
  • Runway – New York, NY – May 16, 2018
  • Blue Hall – San Francisco, CA – May 17, 2018
  • Syntax – Seattle, WA – June 6, 2018
  • Syntax – New York, NY – October 17, 2018
  • CTC | myCFO – Dallas, TX – September 13, 2018
  • Runway – New York, NY – September 13, 2018


FOR GLOBAL MEMBERS

EUROPE

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

BOARDROOM STRATEGY MASTERCLASS WORKSHOP
Madrid, Spain – June 14, 2018

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

ASIA

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

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

ASIA PACIFIC FAMILIES IN BUSINESS FUNDING FORUM
Singapore – September 20-21, 2018

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

INDIAN FAMILY OFFICE CONFERENCE
Mumbai, India – December 4-5, 2018

MIDDLE EAST

MIDDLE EAST FAMILY OFFICE & INVESTMENT CONFERENCE
Abu Dhabi, UAE – December 10-11, 2018

 

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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