Private Investor Membership
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IPI MEMBERS STAY INFORMED and connected through Memberlink®, IPI's web site. Access is password and username protected.
 
Programs

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Special Services

TriangleHow to Join
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  Calendar of Events
A comprehensive calendar keeps members apprised of all upcoming events around the world. Reservations may conveniently be made online. Show preview
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Listserv
The listserv is a private e-mail group of over 200 private investor members who stay in touch with each other between meetings. Only members who do not sell any products or services may join the listserv.

Recent listserv dialogues include:

  • hedge fund capacity and manager fees
  • requests for references on a manager
  • portfolio accounting systems
  • investment policy documents

Once a month all members receive an update of recent listserv discussions, advisor articles, and other Institute for Private Investor news. Show preview
  Show Preview   RFI (Request for Information)
RFI allows members to evaluate money managers, consultants and other services or firms by anonymously asking them for specific information online. It's a powerful feature to assist members in their due diligence. Show preview
  Show Preview   Member Channels
Members can also receive answers to their questions via Member Channels. Each week, selected questions from the listserv are posted (personal information removed) for reply.

Questions are arranged in five topics sections: Manager Search, Investments, Tax Issues and Wealth Transfer, Administration and Personal. Show preview
  Show Preview   Handouts & Recordings
Members have access to recordings of key sessions from Institute forums and Special Briefings. Show preview
  Show Preview   Surveys
Members have access to the results of all Institute surveys, Including surveys on asset allocation (Family Performance Tracking®), hiring managers, family office compensation, advisors, technology and more. Show preview
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Advisor DataBank‰
The Advisor DataBank serves as a source of preliminary information for members who seek information about specific firms' money management, tax/investment planning, legal or consulting capabilities. Show preview

 

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