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The Wharton School and the Institute for Private Investors Form The Wharton IPI Private Wealth Network

New York, N.Y., August 1, 2012 — A new resource for investors, the Wharton IPI Private Wealth Network, was jointly announced today by The Wharton School of the University of Pennsylvania and the Institute for Private Investors. This network formalizes the informal network built over the past 13 years through the IPI Private Wealth Management (PWM) program, a five-day residential program held each year at the Wharton School. Since 1999, 652 investors from 36 countries have attended the five-day residential program and asked for a more lasting connection to their classmates and professors.

IPI’s Founder & CEO, Charlotte Beyer, explains the genesis of the network: “The professors and I noticed a very natural connection and common interests among the hundreds of investors who’ve attended the program and we felt ready to launch a formal network.”

As PWM Academic Director, Professor Richard Marston describes the opportunity: “Investors now have a chance to tap into this newly created network comprised of the professors from their class – whether they attended the class in 2001 – or 2012.” Marston said that often, after investors complete the program, they find they have even more questions that need objective answers. For example, after a conversation with their advisor about asset allocation or fees, investors might wish to see how a professor views the issue.

In each of the 23 classes since 1999, investors learned the theory behind asset allocation, studied how family dynamics and investor personality impact wealth management and examined global economic trends. Investors also learned how to conduct due diligence, more prudently oversee their advisors and money managers, and evaluate the performance of hedge funds and other investments.

To officially launch the network there will be a series of dinner meetings. The first is scheduled for October 4, 2012 at the Penn Club in New York City, where Marston will address the investors in attendance. The dinner meetings will be held three times a year, and after the New York dinner, the next gathering will be in March 2013 at Wharton|San Francisco.

About the Wharton School

Founded in 1881 as the first collegiate business school, the Wharton School of the University of Pennsylvania is recognized globally for intellectual leadership and ongoing innovation across every major discipline of business education. Informed by in-depth academic research and extensive industry experience, Wharton Executive Education programs offer a supportive and challenging context from which participants gain the skills necessary for their next level of executive development. In open-enrollment and customized programs, participants from a diverse range of industries interact with Wharton faculty, who are one of the most cited, most published faculties of all top-tier business schools. With a profound influence on global business, Wharton faculty are the trusted advisors of corporations and governments worldwide.

About IPI

The Institute for Private Investors (IPI) <www.memberlink.net> is a trusted provider of educational and networking resources for ultra high-net-worth investors and operates as an independent U.S. subsidiary of Campden Wealth.  Celebrating its 20th anniversary in 2012, IPI provides a safe haven for investors to communicate with each other, and their advisors, about their wealth management approach. IPI offers education and an online network to 1,100 investors and has offices in New York and San Francisco. In 1999, IPI created the nation’s first private wealth management curriculum for principals and continues to collaborate on weeklong programs with The Wharton School at the University of Pennsylvania. An affiliated company, the Investor Education Collaborative, LLC, was formed in 2004 to offer experiential educational formats and online classes.

Media Contact

  • Eleena de Lisser
    Director of Marketing Communications
    Aresty Institute of Executive Education
    The Wharton School
    University of Pennsylvania
  • Charlotte B. Beyer
    Founder & CEO
    Institute for Private Investors