Fall Forum for Private Investors

Location: Wharton West, San Francisco


Circle= Novice
Square= Intermediate
Diamond= Highly Technical

Next to some of the breakout sessions is a symbol to show level of difficulty or sophistication assumed by the speaker. Imitating the skier's world, we use a circle to indicate novice, square for intermediate and diamond or double diamond to warn you that the content is highly technical.

IVSN Ivory Snow Members Only

An ivory snow member is defined as a private investor who has no business interest in gaining other private investors as clients. Name tags reflect the ivory snow status, and certain sessions are open only to ivory snow members.

About IPI Events

The goal of the Institute for Private Investors is to provide innovative educational and networking resources to families with substantial assets and their advisors, and in so doing to change the way investors work with advisors and advisors work with investors, for the benefit of both.

Membership dues and educational fees from advisors and individual members are the sole revenue source of IPI. IPI does not endorse any investment services, strategies or managers.

The Grill® is designed to simulate an actual due diligence interview and will be "commercial." Ideas, opinions, and theories expressed during The Grill® are not to be interpreted as recommendations or investment advice of any kind by the Institute for Private Investors. IPI performs no due diligence on investments, products or firms and is not recommending the products presented. Members should perform their own extensive due diligence.


CODE OF CONDUCT

Networking and establishing relationships are vital components of Institute events. However, maintaining a safe harbor complete with privacy and a non-commercial atmosphere is crucial. Members cherish this safe harbor atmosphere, and thus no attendee list or membership directory is published, nor are names or other information about members released to anyone.

The code of conduct of a safe harbor is that members do not solicit other members for investments or services. We ask all members, guests, and speakers to respect this non-commercial tradition and refrain from giving even informal investment presentations or making solicitations of any kind. Exchanging business cards is entirely appropriate. All members of IPI (both new and old) agree to preserve this safe harbor.


cfa cpe Institute for Private Investors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

CPE Credit: Maximum Credit Hours for this event: 10 (based on a 50 minute credit hour). Field of Study: Specialized Knowledge and Applications. Prerequisite: None. Level of Knowledge: Intermediate. Teaching Method: group-live offering. Advance Preparation: None. Program location: San Francisco. Please refer to the Agenda for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Attending this event is part of your membership fee for IPI. For more information regarding administrative policies or with any concerns, please contact IPI at (212) 693-1300.

CFA The Fall Forum is eligible for a maximum of 10 hours CFA Continuing Education credits for members of the CFA Institute (formerly AIMR). This event has been structured to provide 10 hours of productive learning time. Members should consult the CFA Institute’s Continuing Education policy to determine the appropriate number of credits. With any concerns, please contact IPI at (212) 693-1300.


On-Line Reservation Form
Please provide us with your contact information and session choices below. Note that you may be invoiced for an attendance and/or membership fee depending upon the status of your membership. If you have any questions, please contact us at ipi@memberlink.net or call (212) 693-1300.


Please note: Because of capacity constraints, Monday, August 25th is the cutoff for registering for this forum. Attendance cannot be assured if you register after this date, and we therefore urge you to sign up online or mail/fax this formas soon as possible to avoid being disappointed or placed on a wait list. Please be sure you hear directly from IPI that we have confirmed your sign up.
  Information
  Name:
  Phone:
  Email:


Monday, September 15, 2008
11:15am–12:15pm Choice of One Breakout Session and Request For Connections
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Diamond Commodities: Boom or Bust?
    Request For Connection
  IVSN Members who do not invest in hedge funds
  IVSN Members who have experienced a recent liquidity event
  IVSN Members who wish to discuss performance and fees


12:15pm–1:15pm Luncheon
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  Luncheon
  No Luncheon


1:30pm–2:30pm Choice of Two Breakout Sessions and One Member Roundtable
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Square The Grill®: Investing in Brazil
Square Reevaluating Family Limited Partnerships
IVSN Member Roundtable on Hedge Funds: Funds of Funds or Fees on Fees?


2:45pm–3:45pm Choice of Two Breakout Sessions and One Member Roundtable
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Square Communicating/Evaluating Performance When It Is Negative
Diamond Inflation: Who Is Exposed, Who Is Not and What To Do About It?
IVSN Member Roundtable on Inheritance: Entitled to What?


4:00pm–5:00pm Keynote Address
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  The Economic and Real Estate Recessions: How Long and How Deep?


5:00pm–6:00pm Reception
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  Attending
  Not attending


6:00pm Leaders Council and Dutch Treat Dinners
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  I would like to join a Leaders Council-hosted dinner party.
  I would like to join a dinner on a spontanous, unhosted basis.
  No dinner please.


Tuesday, September 16, 2008

8:30am–9:30am Choice of Two Breakout Sessions and One Member Roundtable
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Square Legal Pitfalls for Individual Trustees
Diamond Positioning Your Portfolio in Terms of Currency
IVSN Member Roundtable on Cash Management


9:45am–10:45am Keynote Address
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  How Do Hedge Funds Fit?
 Keynote Speaker: Frederick E. Dopfel, Ph.D. / Barclays Global Investors


11:00am–12:00pm Choice of Two Breakout Sessions and One Member Roundtable
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Square The Future of the World’s Oceans
Diamond Return Trends and Managing Exposures in Buyouts and Venture Capital
IVSN Member Roundtable on Portfolio Protection


12:00pm–1:00pm Luncheon
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  Attending
  Not attending


1:15pm–2:15pm Choice of Two Breakout Sessions and One Member Roundtable
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Square Hiring and Firing a Manager
Square Keys to Having a Successful Family Meeting
IVSN Member Roundtable on Private Equity and Venture Capital


2:30pm–3:30pm Choice of Two Breakout Sessions
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Diamond Private Investors vs. Yale: Is the Endowment Model Appropriate for Private Investors?
Square Stages of Inherited Wealth – The Progression of Inheritors’ Relationship with Their Wealth


3:45pm–4:45pm Keynote Address
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  Who Killed Bear Stearns?
 Keynote Speaker: Andrew J. Kessler / Author


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IPI performs no due diligence on investment products or firms and is not recommending the products presented. Members should perform their own extensive due diligence.

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