The IPI Report 2005


Photo of IPI Report
pulls together some of the best and most useful information the Institute has generated in the past year. The 146-page, hardcover Report was distributed to all members at the Fall Forum in October and mailed to non-attendees. The Report is published annually as a regular benefit of membership.




Contents
Chapter 1: Principles of Principal
•Principles of Principal
•Short Termitis
•Own, or Rent a Stock?
•Corporate Governance
•Top 10 Questions for Families
Chapter 2: Asset Allocation
• Investment Strategies & the Economy
•International Investment
•An Asset Allocation Framework
•Cap-Weighted Indexes
•What History Tells Us of Markets
•Entitlements & the Economy

Chapter 3: Hedge Funds
•Alternatives
• Hedge Fund Portfolio Alpha
• Hedge Fund Transparency
•Hedge Fund Benchmarks
•Real Estate Market
•REIT Valuations
•Secrets of VC & PE
•Absolute Return Strategies
Chapter 4: Can This Problem Be Solved?
•Looks Can Be Deceiving
•Avoiding a Bayou
•Trouble with Optimizers
•Crisis Planning
•Managing Portfolio Risk
•Global Fiduciary Standards
•Private Equity IRR
Chapter 5: Money Managers & Multi-family Offices
• Family Governance
•What’s My Allowance?
•Microloan Philanthropy
•Investment Policy Statements
•FLP Flipped? GRAT Great?
•Governance for Family Trusts
•Creating the Good Will
•Preempting Estate Litigation
•Staying Ahead of the Curve
Chapter 6: Member Surveys
•Leaders Council
•Membership Directory
Chapter 7: Directory
•Keynote Speakers 2005-2006
•IPI Events 2005-2006
•Diary of Due Diligence
•RFI – Request for Information
•Private Investor Listserv
•Diary of a Listserv Question
•Wharton Private Wealth Program

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