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IPI

July 30, 2019

The Dennis M Jones Family Foundation and the Institute for Private Investors are delighted to announce the third year of the Jones Prize in Philanthropy.

The Dennis M Jones Family Foundation and the Institute for Private Investors are delighted to announce the third year of the Jones Prize in Philanthropy.

This year the Jones Prize is a $30,000 grant and two runner-up grants of $10,000. The grants will be gifted to charities that have been aided by the efforts of an individual who has demonstrated exceptional work in philanthropy. The awards will be given at the institute’s Fall Forum in New York City on 24 September.

November 3, 2014

Charlotte B Beyer, founder of the Institute of Private Investors (IPI), a US-based membership organisation that offers wealth management education to ultra-high net worth individuals, has distilled four decades of experience assisting private investors into a new common-sense book.

Charlotte B Beyer, founder of the Institute of Private Investors (IPI)*, a US-based membership organisation that offers wealth management education to ultra-high net worth individuals, has distilled four decades of experience assisting private investors into a new common-sense book.

January 14, 2014

New York-based family office Summer Road has put $100 million (€73.1 million) into an alternative mutual fund, following a trend of ultra high net worth families shifting away from traditional hedge funds.

New York-based family office Summer Road has put $100 million (€73.1 million) into an alternative mutual fund, following a trend of ultra high net worth families shifting away from traditional hedge funds.

According to media reports, Summer Road, headed by David Sackler, the grandson of Raymond Sackler who bought Purdue Pharma in 1952, has provided the seed funding for the Balter Long/Short Equity Fund.

July 19, 2012

Campden Wealth has launched a new global membership programme for ultra-high net worth families in Asia-Pacific, in response to requests by families to connect with peers on a worldwide basis.

Campden Wealth has launched a new global membership programme for ultra-high net worth families in Asia-Pacific, in response to requests by families to connect with peers on a worldwide basis.

The programme is modelled on that offered to families in the US by the Institute for Private Investors, acquired by Campden last year.

October 6, 2011

Next-generation members should follow their passions and not live their life with a sense of entitlement, the son of high-profile investor Warren Buffett exclusively told CampdenFB this week. 

Next-generation members should follow their passions and not live their lives with a sense of entitlement, the son of high-profile investor Warren Buffett exclusively told CampdenFB this week.

September 1, 2011

Fewer chief investment officers are actually working inside a family office, as many opt to outsource the function to better manage their focus on hedge funds, according to an expert in investment.

Fewer chief investment officers are actually working inside a family office, as many opt to outsource the function to better manage their focus on hedge funds, according to an expert in investment.

Charlotte Beyer of the Institute for Private Investors reckons CIOs in investment firms and wealth boutiques will benefit from this trend.

Read the full story at CampdenFO.

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