Le Méridien Denver Downtown 1475 California Street Denver, CO 80202

September 12th-13th 2024 - See the brochure with confirmed speakers and all of the events for the week here.

Pre-Forum Welcome Reception September 9th at Peaks Lounge at the Hyatt Regency Denver at Colorado Convention Center
Meet and mingle with the IPI community at Peaks Lounge, located conveniently across the street from our Forum venue. Don't miss iconic views of Denver which include the majestic Rockies and the downtown Denver skyline. RSVP required. Email Dylan Meyer at dm@memberlink.net to reserve your place.

Campden Wealth Family Alternative Investments Forum Sept. 10-11
With family offices increasingly seeking alpha through areas like alternatives, the Campden Wealth Family Alternative Investment Forum provides a platform for family office principals, CIOs and private investors to learn from industry experts and UHNW peers, plus share their own ideas across keynotes, panels, and intimate roundtable discussions. Take a deep dive into family office investment governance, family office direct investing operations, and the strategy behind allocating in alternatives from successful CIOs of family offices with robust alternatives portfolios. Attendees can expect to walk away with tangible investment insights and strategies to inform your family office investments.

Forum Co-Chairs:

Mathew Garver, Managing Partner, Liberty Street Capital, IPI Member
Mathew Garver is the President and Managing Partner of Liberty Street Capital. Liberty Street is a family office investment firm focused on private direct alternative investments with a strong focus on growth equity, social impact, sustainable digital infrastructure and other segments. Mr. Garver previously served as DLA Piper’s Secretary to Global Infrastructure Investment Steering Committee, which was the world’s largest law firm at the time. He also served as Senior Advisor to Patton Boggs Private Capital Group, working with large investment firms on international projects.

Heinz Blennemann, Principal, Blennemann Family Investments, IPI Member
As principal at his family office, Blennemann Family Investments, Heinz is a global investor with a passion for networking with others. He co-founded ILPA's family office council (the Institutional Limited Partners Association represents LP interests). Heinz began his career in technology, building a technology team at Juniper Networks and teaching computer engineering at Stanford University as a consulting professor.

Featured Speaker:

Paul Carbone, Co-Founder and Vice Chairman, Pritzker Private Capital
Paul Carbone is Co-Founder and Vice Chairman of Pritzker Private Capital (PPC). Family Capital magazine named Paul one of the Top 100 most influential people among family investors and family enterprises in 2020 and 2022. Over the last decade, Pritzker Private Capital has become the industry’s preeminent family direct investment group and led the evolution of this market. In 2012, Paul joined PPC’s predecessor company and later PPC as Managing Partner and led the Firm’s growth and development for more than ten years, building a multi-generational legacy of growing successful, sustainable companies. Carbone will explain why family capital should be considered a distinct asset class within private equity.

IPI Fall Forum

IPI Member Reception (Members only) September 11th from 5:00-7:30 pm at an off-site location.
Gather to enjoy cocktails and hors d’oeuvres surrounded by breath-taking views that also showcase the Rockies and the bustling downtown Denver skyline, all within the stylish ambiance of an off-site venue. RSVP required. Email Dylan Meyer at dm@memberlink.net to reserve your place.

IPI Fall Forum September 12-13
The week in Denver continues with IPI Fall Forum and a focus on investing across financial markets. Alongside preeminent experts in private equity and venture, additional highlights will include commercial and multi-family real estate. IPI Members will facilitate breakout discussions, and of course there will be plenty of networking opportunities. These two days will provide you with a holistic analysis of the markets in order to make better decisions as investors.

Forum Chair:

Todd Rupert, Board Member, Antler.vc, IPI Member
Todd has over 40 years of experience in the financial services industry. He retired from T. Rowe Price, the global asset management firm with over $1.5 trillion under management, where he was CEO and president of T. Rowe Price Global Investment Services, co-president, T. Rowe Price International, and a member of the operating steering committee of the T. Rowe Price Group. He also retired from Greenspring Associates, a $17 billion venture capital firm, where he was a venture partner. He is the founder and CEO of Ruppert International, a firm with diversified interests globally in various fields including education, financial services, disruptive technologies, publishing, arts & entertainment, and strategy consulting. Todd is an advisor to fintech advisory firm SenaHill. He is also an advisor to a number of VC/PE firms including Antler.

Featured speaker:

Darren Fisk, Founder and CEO, Forum Investment Group, IPI Member
Darren Fisk is a multifamily expert with 20+ years of experience in real estate and finance. He established Forum in 2007 with a focus on multifamily development and acquisition  investments and has since expanded the firm’s capabilities to include real estate debt and structured finance solutions for multifamily owners, operators, and developers across the U.S. In 2020, the firm rebranded as Forum Investment Group to reflect its fully-integrated multifamily investment platform and today has evolved into an innovative asset management firm that provides access and expertise to multifamily investments up and down the capital stack and throughout economic cycles.
This session will cover:
• The current state of multi-family housing and where we are in the market cycle
• 1031 exchanges and effective tax strategies

Forum Venue:
Le Méridien Denver Downtown
1475 California Street
Denver, CO 80202 

Room rate: $289 plus applicable taxes: Click HERE to book your room

Cut-off date: August 16, 2024

CPE
Continuing education credits are available for CPE (Continuing Professional Education) in Specialized Knowledge & Applications.