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: 2nd Annual West Coast Family Investment Conference
Campden Wealth will not be sitting on the sidelines at this year’s 2nd Annual West Coast Family Investment Conference in San Francisco, September 19 & 20.
Over the two days we will tackle, head-on, the challenges facing you and your family when making investment decisions.
September 19th & 20th, 2017
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Exceeding Return Expectations, Sourcing the Best Deals & Aligning Values—the 2nd Annual West Coast Family Investment Conference

September 19th & 20th— Ritz-Carlton, San Francisco, CA, USA 

Campden Wealth will not be sitting on the sidelines at this year’s 2nd annual West Coast Family Investment Conference in San Francisco, September 19 & 20. Over the two days we will tackle, head-on, the challenges facing you and your family when making investment decisions — whether it’s a question of fund fee structures, improving LP-GP alignment in your private equity deals, sourcing viable opportunities in a world where excessive valuations in VC and private markets have squeezed out the traditional players, or new tech opportunities — expect to find the answers in San Francisco. Gender will play an important role this year as we expose the reality of imbalances within the tech and financial service industries and ask how family offices can influence their portfolio companies.

Venture Capital or Bust

Venture capital is an integral part of a family’s portfolio, at least it was before VC demand ballooned, leaving families struggling for access to quality. In an environment where sourcing is difficult, valuations are inflated and lock-ups extended, how do families gain access and pay fair value without compromising on control?

What Family Offices can do to Influence their Portfolio Companies

Kate Mitchell lends her pioneering presence and considerable experience in the VC and investing scene as Co-Founder of Scale Venture Partners to the challenge of influencing and aligning with your portfolio companies. Poor performance, mis-alignment of goals, divergent ethical views and of course discrimination are some of the many reasons to actively engage more with your portfolio companies. We’ll explores how you can work with your portfolio companies to address potential gender biases and how that can create more sustainable and better performing businesses in the long term.

Alternatives to VC in the Private Markets and Opportunities Within Marketable Securities

Private markets serve a crucial role as a yield kicker in any portfolio but they aren’t the only source of return. In two sessions we’ll look at what’s hot among marketable securities and delve into illiquid offerings as we hunt for even more value creation opportunities in the private markets.

What's Now and Next in Artificial Intelligence 

Artificial intelligence is transforming our lives. Machines can now match or outperform humans across a range of activities in many industries, including finance. This panel of AI and fintech CEOs and investors will discuss the benefits and hazards of AI in its current forms, the limits to its predictive power, and the promise of a man plus machine world.

Privilege and Loss—a Fortune Wiped Out

It can happen to anybody. Frances Stroh of the Detroit’s Stroh beer family will reveal the complexities of her childhood and coming of age in a family that was once in possession of the largest private beer fortune in America. Declining from Forbes 400 to nearly penniless in sixteen years, the Stroh Brewery Company suffered a rapid and precipitous loss of market share during the 1980s and 1990s.Share in the wisdom of her invaluable life experience.

Social Disruption

Invest better, give smarter, and provide more. Alexandre Mars—Founder, Epic Foundation— serial entrepreneur, new technologies expert and engaged philanthropist shares his unified vision for global development, technology, society, business and, of course, investment.

To reserve your place go to https://www.campdenconferences.com/westcoast or contact 
Steven Sklar 
Campden Wealth
T: 212-204-2586

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.  

*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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AMERICA

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

CAMPDEN WEALTH NORTH AMERICAN FAMILY OFFICE CONFERENCE
Boston, MA – November 28-29, 2017

MARSH: MEMBER ROUNDTABLE
New York, NY – December 5, 2017

MEMBER NEW YEAR CELEBRATION
New York, NY – January 18, 2018

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

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

O’CONNOR PROFESSIONAL GROUP: MEMBER ROUNDTABLE
New York, NY – April 25, 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

EUROPE

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

ASIA

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