IPI members stay informed and connected through Memberlink®, IPI's website.

Calendar of Events
Reservations may be made online.

Investor Conversations
For ivory snow private investor members only, this online community allows investors to stay in touch with each other between meetings. Since 1998, this online community has had over 2,400 investor conversations – all within the safe harbor of ivory snow families.

Recent investor conversations have covered the following issues:

• Asset allocation and quality of investment advice
• Hedge fund goals and fees
• Fixed income managers
• Requests for references on a manager
• Portfolio accounting systems
• Investment policy documents

Members select how they wish to receive updates of investor conversations as well as other Memberlink® communications.

Request For Connection

Members seeking to find others with the same interests use this flexible feature to find one another, and then they ask a question, all within a confidential and opt-in environment.

Request For Information

Private investor members who wish to evaluate money managers, consultants or other services or firms may use this due diligence tool. Investors remain anonymous while asking for specific information online.

Member Channels

Questions are arranged in five channels: Investments, Wealth Management, Family Office, Pursuits and Next Generation (the last category for Next Generation members of IPI only). Key words are selected by investor members so their fellow members can easily retrieve past conversations and access IPI content.

Handouts & Recordings

Members have access to recordings of many past sessions from IPI Forums and select Advisor Roundtables.

Surveys

These surveys uncover what members themselves want to know about each others’ investments and strategies. Results are archived and include the annual Family Performance Tracking®.

Advisor DataBank®

The Advisor DataBank® provides preliminary information for members who seek information about IPI's professional members' money management, tax/investment planning, legal or consulting capabilities.