Institute for Private Investors
Encyclopedia
The Institute for Private Investors (IPI) is a private membership organization that offers peer-to-peer networking and investor education to its members. It is open to ultra-high-net-worth individuals, or families with minimum investable assets of US $30 million or more.
IPI was founded in 1991 by Charlotte B. Beyer and has a focus on community and a collaborative model of learning. The mission of IPI is to change the way investors work with advisors and advisors work with investors, for the benefit of both. IPI sells no investment products or consulting services, and 100% of its revenue is derived from membership dues and educational fees.
For wealthy individuals and families, IPI offers access to Memberlink®, a private online social networking platform where qualified investors can confidentially discuss investment ideas and other issues facing wealthy families. Investor conversations online typically focus on investments
, wealth management
and the family office
, and families can discuss advisors, fees, tax strategies, insurance/legal matters, succession planning, and any number of lifestyle topics such as luxury travel and family governance.
For young wealth-holders in their 20s, 30s and 40s, IPI also offers a NextGen Membership that combines online resources with special events and educational programs designed to help next generation principals connect with and learn from their peers. Events focus on issues important to the next generation, such as entrepreneurship
, impact investing
, and angel investing
, and in October 2011, Peter Buffett
addressed IPI's NextGen group in a private and intimate Concert & Conversation.
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 also not allowed to directly pitch or sell to the investors, but do benefit from positioning, education and competitive intelligence.
In 2011, IPI was acquired by London-based Campden Media.
IPI was founded in 1991 by Charlotte B. Beyer and has a focus on community and a collaborative model of learning. The mission of IPI is to change the way investors work with advisors and advisors work with investors, for the benefit of both. IPI sells no investment products or consulting services, and 100% of its revenue is derived from membership dues and educational fees.
For wealthy individuals and families, IPI offers access to Memberlink®, a private online social networking platform where qualified investors can confidentially discuss investment ideas and other issues facing wealthy families. Investor conversations online typically focus on investments
Investment
Investment has different meanings in finance and economics. Finance investment is putting money into something with the expectation of gain, that upon thorough analysis, has a high degree of security for the principal amount, as well as security of return, within an expected period of time...
, wealth management
Wealth management
Wealth management is an investment advisory discipline that incorporates financial planning, investment portfolio management and a number of aggregated financial services...
and the family office
Family office
A family office is a private company that manages investments and trusts for a single wealthy family. The company's financial capital is the family's own wealth, often accumulated over many family generations. Traditional family offices provide personal services such as managing household staff and...
, and families can discuss advisors, fees, tax strategies, insurance/legal matters, succession planning, and any number of lifestyle topics such as luxury travel and family governance.
For young wealth-holders in their 20s, 30s and 40s, IPI also offers a NextGen Membership that combines online resources with special events and educational programs designed to help next generation principals connect with and learn from their peers. Events focus on issues important to the next generation, such as entrepreneurship
Entrepreneurship
Entrepreneurship is the act of being an entrepreneur, which can be defined as "one who undertakes innovations, finance and business acumen in an effort to transform innovations into economic goods". This may result in new organizations or may be part of revitalizing mature organizations in response...
, impact investing
Impact investing
Impact investing refers to investments made based on the practice of assessing not only the financial return on investment, but also the social and environmental impacts of the investment that happen in the course of the operations of the business and the consumption of the product or service which...
, and angel investing
Angel investor
An angel investor or angel is an affluent individual who provides capital for a business start-up, usually in exchange for convertible debt or ownership equity...
, and in October 2011, Peter Buffett
Peter Buffett
Peter Andrew Buffett is an American musician, composer, author and producer. Buffett is the second son of investor Warren Buffett and his late wife Susan Buffett.-Biography:...
addressed IPI's NextGen group in a private and intimate Concert & Conversation.
In addition to individual private investors and families, professional service firms, such as registered investment advisors
Registered Investment Advisor
The term Registered Investment Adviser is used to describe an Investment Adviser who is registered with the Securities and Exchange Commission or a state's securities agency. The term has been popularized due to its use within the Investment Advisers Act of 1940 and its association to the term...
and wealth managers
Wealth management
Wealth management is an investment advisory discipline that incorporates financial planning, investment portfolio management and a number of aggregated financial services...
, can also join IPI as members. Professional firms do not gain access to the investors' conversations and are also not allowed to directly pitch or sell to the investors, but do benefit from positioning, education and competitive intelligence.
In 2011, IPI was acquired by London-based Campden Media.