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.
The organization was founded in 1991 by Charlotte B. Beyer
[West, Melanie Grayce]
"Nurturing Young Women to Be Wall Street Leaders"
''The Wall Street Journal'', 27 August 2011. of Charlotte Beyer Associates, Inc., and incorporated in 1997.
Its mission is to improve the way investors work with advisors. The association sells no investment products or consulting services, deriving its revenue solely from membership dues and educational fees.
In 1999, IPI collaborated with the
Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania ( ; also known as Wharton Business School, the Wharton School, Penn Wharton, and Wharton) is the business school of the University of Pennsylvania, a private Ivy League research university in ...
to create a five-day residential program, with Beyer among the faculty.
IPI offers access to Memberlink, a private online
social networking platform to discuss investment ideas and other issues facing wealthy families.
[Paikert, Charles]
"Campden Acquires IPI; Association for Wealthy Families Goes Global"
, ''Registered Rep.'', 1 February 2011.[Rudin, April]
''Huffington Post'', 24 September 2010.
For 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 peers.
[Hanson, Joyce]
"Warren Buffett’s Son, Peter, Says Dad Doesn’t Owe Him a Thing"
''AdvisorOne'', 12 October 2011.
In addition to individual private investors and families, professional service firms, such as
registered investment advisor A registered investment adviser (RIA) is a firm that is an investment adviser in the United States, registered as such with the Securities and Exchange Commission (SEC) or a state's securities agency. The numerous references to RIAs within the Inves ...
s and
wealth managers, can also join IPI as members, though they do not gain access to the investors' conversations and are not allowed to directly pitch or sell to members.
[Paikert, Charles]
"Where really big money goes to find company"
''Reuters'', 20 June 2011.
In 2011, IPI was acquired by London-based
Campden Media.
References
External links
Investor Education CollaborativeOfficial website
{{DEFAULTSORT:Institute For Private Investors
American social networking websites