Application Form
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Date: August 10-15, 2008
Tuition: US $9,500

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ADMISSION PROCEDURE:

• Application does not guarantee admission; candidates will be selected on their ability to benefit from, and contribute to, the program.
  
  
• Our Application Coordinator will confirm receipt of your application by email or fax within two weeks. If you do not receive confirmation of your application within two weeks, . or contact us by telephone
  at (415) 931-4400 or (212) 693-1300.
  
  
• Applicants will be notified of admission status within three weeks after receipt of their application. Applications received after the deadline will be considered on a space-available basis.
  
  

Fees – The $9,500 fee includes tuition, room, meals, books and other course materials. To confirm a place in the class, full payment is due upon notification of admission.

Substitutions – If an applicant accepted into the program cancels, and the Institute for Private Investors is able to make an appropriate substitution, the full fee paid by the candidate (tuition, room and board) will be refunded, less a non-refundable deposit of $2,000. Applicant may also elect to use the full payment for the next class.

Cancellations – If an applicant cancels, and no appropriate substitute is able to attend, the applicant agrees and understands that the entire tuition fee will be forfeited.

Understanding and Agreement to Terms of the Program – Candidates should take special care in considering these terms prior to applying to the program. The Institute for Private Investors has already made a financial commitment to the Stanford Graduate School of Business for the Wealth Mangement Program. Therefore, tuition is not refundable other than under the terms of the Substitution paragraph above.

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APPLICATION INFORMATION:
You are applying for the Stanford Wealth Mangement Program on August 10–15, 2008. Please provide the following information for consideration.

Name
	(Dr./Mr./Ms.)	(First / Given)	(Middle Initial)	(Last / Family)
Address
	(Street)		(Apt.)
	(City)		(State / Province)
	(Postal Code)		(Country)
Telephone
	(Home ) (Outside U.S., please include country and area or city code)		(Business)
Email			Date of Birth
Emergency Contact
	(Name)		(Relationship)
Emergency Contact Phone	(Home ) (Outside U.S., please include country and area or city code)

BILLING INFORMATION:
Program tuition is US$9,500. Upon your acceptance into the program, we will mail you an invoice (payable upon receipt) for tuition fees. Please indicate below the name and contact information of the person to whom we should direct this invoice.

My billing information is the same as personal
Name
	(Dr./Mr./Ms.)	(First / Given)	(Middle Initial)	(Last / Family)
Company / Organization
Business Address
			(Suite)
	(City)		(State / Province)
	(Postal Code)		(Country)
Telephone
	(Home ) (Outside U.S., please include country and area or city code)		(Fax)

ADDITIONAL INFORMATION:
As part of the admission process, we ask you to answer several questions. All of your answers are kept in confidence and will not be revealed outside of IPI, used only to evaluate your application and place you on a case study team.

1.			How would you objectively rank your general grasp of wealth management issues on a scale of 1–10? (10 having the highest understanding)
1 2 3 4 5 6 7 8 9 10
2.			What is your age?
			20's 30's 40's Wise beyond years
3.			What is your role in your family?
			Patriarch / matriarch Next generation If next generation, which generation are you since the wealth was created? G2 G3 G4 Comments, if any:
4.			Please indicate the liquid assets range you / your family currently oversee? (IPI members may skip this question)
			Less than US$50M US$50M–200M Over US$200M
5.			Do you currently employ advisors / money managers?
			Yes No Comments, if any:
6.			Have you or your family recently sold a substantial operating company?
			Yes No Comments, if any:
7.			What is your level of competency in the following areas?
			Confident Needs refreshing Do not have these skills Quantitative data Excel spreadsheets PowerPoint presentation skills General comprehension skills
8.			For the case study component of the program, please indicate your interest in the following aspects of wealth management: (rate from 1 to 3, with 3 of most importance)
			Asset allocation 1 2 3 Evaluating managers, measuring performance 1 2 3 Philanthropy 1 2 3
			What do you hope to achieve by participating in this program? In what ways do you believe the program can be most useful to you?
			Please tell us more about yourself.
			Please tell us how you heard about this program:
			The IPI website, Memberlink®
			I am an IPI member
			Was referred by an IPI member
			The Stanford website
			Other (please explain)