Institute for Private Investors

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The Institute for Private Investors (IPI) is a private membership organization that provides peer-to-peer networking and investor education for its members. The group is open to high-net-worth individuals, or families with minimum investable assets of US $30 million or more.[1]

The organization was founded in 1991 by Charlotte B. Beyer.[2] Its mission is to change the way investors work with advisors and advisors work with investors, for the benefit of both. The association sells no investment products or consulting services, and all of its revenue is derived from membership dues and educational fees.

In 1999 IPI collaborated with the Wharton School of the University of Pennsylvania to create a five-day residential program in Private Wealth Management. Since then over 700 private investors and family office executives have attended the program which is offered twice each year.

IPI offers access to Memberlink, a private online social networking platform to discuss investment ideas and other issues facing wealthy families.[3][4]

For young wealth-holders under 50, the organization offers a NextGen Membership that combines online resources with special events and educational programs to help next generation principals connect with their peers. .[5]

In addition to individual private investors and families, professional service firms, such as registered investment advisors and wealth managers, can also join IPI as members. Professional firms do not gain access to the investors' conversations and are not allowed to directly pitch or sell to the investors, but benefit from positioning, education and competitive intelligence.[6]

In 2011, IPI was acquired by London-based Campden Media.[3]

References[edit]

  1. ^ Gannon, Niall (2010). "Investing Strategies for the High Net Worth Investor", p. 210. McGraw Hill, New York. ISBN 978-0-07-162820-4.
  2. ^ West, Melanie Grayce. "Nurturing Young Women to Be Wall Street Leaders", The Wall Street Journal, 27 August 2011.
  3. ^ a b Paikert, Charles. "Campden Acquires IPI; Association for Wealthy Families Goes Global", Registered Rep., 1 February 2011.
  4. ^ Rudin, April. "Connecting with the Wealthy Through Social Media: Can You Reach a Luxury Box From the Bleachers?", Huffington Post, 24 September 2010.
  5. ^ Hanson, Joyce. "Warren Buffett’s Son, Peter, Says Dad Doesn’t Owe Him a Thing" AdvisorOne, 12 October 2011.
  6. ^ Paikert, Charles. "Where really big money goes to find company", Reuters, 20 June 2011.

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