CAMPDEN WEALTH

CAMPDEN WEALTHEvents | Publishing | Research | Education | IPI

KNOWLEDGE • EDUCATION • COMMUNITY

Where the most successful families engage

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CCAMPDEN WEALTH

campdenwealth.comAn integrated global platform

Today’s global private wealth community has evolved into an intricate web of international, multigenerational business-owning and fi nancial families, family enterprises and family offi ces. Successfully managing the interests of ultra-high net worth families requires a consistent focus and ongoing communication.

For the family enterprise, traditional business models and governance structures are evolving. As younger generations assume leadership, new approaches to management are being applied to respond eff ectively to shift s in the business landscape and lifecycle. Th e interests of fi nancial families have become diversifi ed and interdependent, necessitating greater integration. With markets increasingly less predictable, international trade, regulatory and cross-cultural challenges have made planning more complex. More than ever, confi dent decision-making demands easy and effi cient access to dependable resources and trustworthy relationships established through authentic networks.

...consistent focus and ongoing communication...

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TTHOUGHT LEADERSHIP FOR FAMILIES OF SUBSTANTIAL WEALTH

Since 1987, Campden Wealth has supported substantial fi nancial families and family businesses by operating at the forefront of innovation and best practice in wealth management. We provide unrivalled knowledge and intelligence to principals of ultra-high net worth fi nancial and business-owning families, whose annual revenues exceed $100 million, as well as family offi ce executives and trusted advisors.

Campden Wealth further enhanced its international reach and community in 2011 with the acquisition of the Institute for Private Investors (IPI), the leading membership network of private investors in the United States, founded in 1991 and with the establishment of Campden Family Connect PVT. Ltd, a joint venture with the Patni Family in Mumbai, India in 2015. Campden Wealth’s multiple, fully integrated channels build bridges of connection and community between family decision makers and the experts who advise and support them. We continue to earn their trust and confi dence because we deliver the relevant, timely and substantive information and education required for thoughtful decision-making.

...unrivalled knowledge and intelligence to principals of ultra-high net worth fi nancial and business owning families...

THE INSTITUTE FOR PRIVATE INVESTORS

memberlink.netInnovative investor education

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CCAMPDEN WEALTH EVENTS

Effi cient and confi dential interaction; unfettered access for vetted relationship building

Th e demands of leadership placed upon principals of ultra-high net worth fi nancial and business families and family offi ce executives require relationships built from trusted connections and access to resources provided within a confi dential and discreet environment.

Campden Wealth makes engaging with resources – whether information or people – highly productive. As the global leader in facilitating private forums for the world’s ultra affl uent, we connect business-owning and fi nancial families to appropriate professional experts. Having produced over 200 private events worldwide, Campden Wealth’s Events are respected for their thought-provoking, timely content presented in a context of confi dentiality and integrity. Independently facilitated peer-to-peer exchanges engage families, qualifi ed professional experts and highly regarded thought leaders in direct dialogue around the unique challenges that confront families of substantial wealth. Issues are openly addressed via Campden Wealth’s innovative format of case studies, best practices roundtables, one-on-one interviews, instructive workshops and interactive panel discussions.

FOR QUALIFIED PARTNERS: MAKING THE ELUSIVE EASILY ACCESSIBLE

Campden Wealth Events engender an enduring community among the most desired prospects in the ultra-high net worth community, a market that is hard to identify and even more diffi cult to access.

As a Campden Wealth sponsor, select professional partners acquire the opportunity to distinguish themselves in a transparent and non-competitive environment. We permit only a limited number of sponsorships for each conference to ensure a strict delegate-to-partner-ratio. Our unique format builds the trust that is essential for relationship-building with ultra-high net worth individuals and families because it respects their need for confi dentiality and privacy.

Partners participate in a variety of productive face-to-face interactions. Campden Wealth personnel support sponsors with customised facilitation before, during and aft er each conference. In addition, partners receive recognition from the community via branding and thought leadership visibility across our integrated platforms.

...partners distinguish themselves in a private environment that is transparent and non-competitive...

campdenconferences.com

Events

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FAMILIES IN BUSINESS SERIES

Th e Family Business series delivers events to meet the needs of business owners, founders, family members, senior executives and non-active shareholders from privately owned, multi-generational family businesses across the globe. Th e content is specifi cally designed to address innovative, topical issues and is tailored to provide families with ideas and solutions ideal to their business environment.

Managing long established businesses and successfully growing an enterprise is always demanding. Achieving competitive sustainability requires addressing a host of concerns such as expansion, succession planning, managing confl ict, mitigating liabilities, preserving legacy values through generations and assimilating non-family executives into management. Campden Wealth’s Families in Business events are private, peer-to-peer gatherings that instill the sharing of “war stories” and best practices in an atmosphere of mutual learning.

FAMILY OFFICE SERIES

Th e rapid growth of the single and multi-family offi ce market has generated great demand for opportunities for families and private family offi ces to examine their most pressing concerns and seek solutions in a non-competitive, open environment.Using its knowledge from a history of pioneering community-building events Campden Wealth regularly convenes the most

progressive and successful family offi ce minds to explore best practices and innovation within a variety of contexts such as governance structures, recruitment and retention of employees, aligning family and non-family executives, involving next generation, benchmarking effi ciency, insourcing and outsourcing decisions, communications, trusts and estate management, asset protection, risk management, reporting and investment strategies.

FAMILY INVESTING AND WEALTH MANAGEMENT SERIES

Campden Wealth’s Family Investing events analyse the numerous investment and wealth management considerations for fi nancial and business owning-families – many of which can appear more complex than they need to be.

Convening families and leading experts, discussions and case studies equip delegates to make better-informed decisions on a variety of concerns, such as asset allocation, investment portfolio performance, keeping current regulatory and legal requirements, tax optimization, preservation of assets and alternative asset classes.

Th e Family Alternative Investment conference has been running for 11 years and is a unique way for families to network, benchmark and learn from other families investing in alternatives. Alternatives have long been a lucrative vein of investment for families with their ability and freedom to consider longer investment strategies as well as more fl exible and subjective approach to portfolio asset allocation.

…a history of pioneeringcommunity-building events…

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Many families must juggle a diversified financial portfolio that may include private equity, venture capital, hedge fund, equity, fixed-income, commodities and real estate investments. They may run multiple businesses and subsidiaries and oversee investment trusts, philanthropic foundations and family offices.

Their relationships with each other can involve emotional dynamics around power, money and control, with the added influence of differing perspectives from multiple generational experiences. Preserving wealth is a full-time undertaking.

Successfully growing an enterprise can be no less challenging. Achieving competitive sustainability requires finding innovative approaches to a host of concerns – whether involving expansion, succession planning, or mitigating liabilities, managing conflict, preserving legacy values from one generation to the next, or assimilating non-family executives into management.

Campden’s Families in Business events are private, peer-to-peer gatherings that instill the sharing of “war stories” and best practices in an atmosphere of mutual learning from each other.


The rapid growth in recent years of the single and multi family office market has generated great demand for a platform in which

private family offices can examine their most pressing concerns and seek solutions in a non-competitive, open environment.

Utilising its leadership from a history of pioneering community- building events, Campden Conferences regularly convenes the most progressive and successful family office minds to explore best practices and emerging innovations within a variety of contexts from communication, governance, reporting and investment strategies to benchmarking performance and efficiency and the merits of concierge services.

FAMILY INVESTING & PHILANTHROPY SERIES

Campden’s Family Investing conferences analyse the numerous wealth management considerations for financial and business-owning families – many of which can appear more complex than they need to be.

Convening families and leading experts, discussions and case studies equip delegates to make better-informed decisions on a variety of concerns, such as investment portfolio performance, keeping current on regulatory and legal requirements, tax optimisation, alternative asset classes and the preservation of assets.

Campden’s Philanthropy conferences enable families to discuss how best to perpetuate the family legacy through socially responsible investing, as well as managing philanthropic vehicles for sustainability and growth. Topics include how to create a foundation and how they are best transformed into viable community endeavours of enduring impact.


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CAMPDEN WEALTH EVENTS DELIVER:

• Confidential, efficient relationship-building within a vetted community

• Intimate gatherings – educational sessions, roundtables, private dinners and more

• Exclusivity – unencumbered and transparent, free of competitor encroachment

• Exposure to more than 2,000 of the most substantial family principals and family office decision-makers at some 20 global events every year

• The highest quality – content that is trusted for its substance, accuracy and timeliness

EVENT SPONSORSHIP DELIVERS LASTING ROI:

• Limited sponsorships per conference, providing exclusivity in area of expertise

• A strict delegate-partner ratio at each event• Attentive sponsorship facilitation before, during and after the

events• Strengthened credibility through exclusive association• Precision-targeting of key messages and brand positioning via

the most qualified, direct channel• Proven results: A partner repeat rate of % across all

conference sponsorships• Continuity: multi-event and jurisdictional partnerships

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RCampden famILY BUsIness roUndTaBLe

Non-family directors in family businesses:Achieving successful leadership transitions

Partnered by Organised by

Frankfurt, Germany

Thursday, 15 March 2012

Frankfurt15032012 programme brochure.indd 1 06/03/2012 14:10

ROUNDTABLES & SPECIALISED INVESTOR FORUMS

MEDTECH INVESTING

For the past 12 years Campden Wealth has produced the premier event focused on investment partnering within the medical technology industry.

Convened twice a year in Europe, MedTech attracts innovators along with industry funders and major corporations from around the world for an exploration of investment opportunities.

FINTECH INVESTING

The FinTech programme brings together leaders in the field of Financial Technology investment with highly successful family offices, private wealth holders and other investors who are already active and thriving in the sector. The event showcases the hottest investment opportunities in cutting-edge FinTech companies, the very companies who will be disrupting and revolutionising the sector for years to come.

ROUNDTABLES

CAMPDEN FAMILY OFFICE ROUNDTABLE

Successful Wealth Strategies for Families New Landscape, New Opportunities


London, UK

Thursday 3 October 2013


Impact of the New Emerging Landscape for Private Wealth


Four Seasons Hotel des Bergues Geneva, Switzerland

Tuesday 8 October 2013


Extracting Alpha from European Credit: Where is the value in sub-Investment Grade debt?


Zurich, Switzerland

Thursday 16 May 2013

Roundtable events are independent, closed-door peer-to-peer forums, tailored to the objectives of an exclusive partner. These time efficient four-hour experiences are targeted at 25 participants on a complimentary ‘by invitation’ only basis.

These intimate gatherings enable the world’s leading family business and family office leaders to share their ‘knowledge and experiences’ on proprietary topics in a safe haven environment.

A diverse range of subjects including wealth strategies and alternative investment portfolios, next-generation transitions, investing successfully in the BRIC countries, philanthropy and the appointment of non-family business leaders have all been discussed.

Since 2010, roundtables have been successfully hosted in key wealth capitals including London, Zurich, Singapore, Moscow, New York, Frankfurt, Dubai, Barcelona, San Francisco, Geneva, Chicago, Dallas and Milan.


Successful Wealth Strategies for Families New Landscape, New Opportunities


London, UK

Thursday 3 October 2013

Campden famILY BUsIness roUndTaBLe

Non-family directors in family businesses:Achieving successful leadership transitions


Frankfurt, Germany

Thursday, 15 March 2012

Frankfurt15032012 programme brochure.indd 1 06/03/2012 14:10


Extracting Alpha from European Credit: Where is the value in sub-Investment Grade debt?


Zurich, Switzerland

Thursday 16 May 2013


Impact of the New Emerging Landscape for Private Wealth


Four Seasons Hotel des Bergues Geneva, Switzerland

Tuesday 8 October 2013

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C• M P

Chairman, Puig Corporation, Spain

• Ldy Ly Feste de RthschldCEO, E.L. Rothschild, USA

• Pel Ms-WhtChairman of the Board, Mars Inc., USA

• Cyl CsPresident, Groupe Camus, France

• H K PExecutive Chairman, Banyan Tree, Singapore

• Dvd S Executive Chairman, Generation Investments Pty, Australia

• Je-Me SlvyMember of the Board, Solvay S.A., Belgium

• Aled Tes DldChairman of the Board, Grupo Contempo, Colombia

• Nd SvsVice President, Swarovski & Co., UK

• D. Mhed Al BChairman, MB Holding, Sultanate of Oman

• Phlppe Lcste Family Member, Lacoste, France

• A ADirector & Former Chairperson, Thermax Ltd., India

• Ps ChdDirector, Comcraft Services Limited, Singapore

• Pete BffettMusician, Philanthropist & Author

• Lbet Fescbld President, Marchesi de’ Frescobaldi, Italy

• H.E. Ft Al JbeCOO, Al Jaber Group, UAE

• Vsct ChelseChairman, Cadogan Estate, UK

• Ad Cses CEO, Cisneros, USA

• H.R.H. Pce Abdllh B Msd Al Sd Chairman of the Board, Saudi Paper Manufacturing Company, Saudi Arabia

• Spece F Group CEO, Li & Fung Ltd, Hong Kong

• Lesel Ptze SsCo-Founder and Principal, Blue Haven Initiative, USA

• Lsbet RsPrincipal, Nyland Family Office, UK

• Ct Lez Rss d MteleChairman, Gestofi, Switzerland

• Jh AdeseOwner & Chairman, FERD, Norway

• Dvd LldPrincipal & CEO, EDISA Family Office, Spain

• Gv BChairman of the Board of Directors, Brown-Forman Corporation Inc, UK/USA

• T Al RhPartner, Al Rajhi Holdings, Saudi Arabia

• Mc El Lvzz Vice President & Director, Lavazza SpA, Italy

• Jst Le Head of Strategic Investment & Corporate Affairs, Genting Group, Malaysia

CONTRIBUTING THOUGHT LEADERS

Have included:

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F“The best things about the conferences is the networking opportunities and the chance to hear directly from

other families. All the speakers spoke very well and it was really great to see how respected Campden Wealth is in the community.”

Family Business Owner, Singapore

“Campden Wealth events have successfully created a professional, respectful and safe environment in which family members can share and learn from one another.”

Family Principal, SFO, UAE

“Campden Wealth’s professionalism, passion and precise organisation are the stamp of a great family behind the business and the quality of the people they hire to run the show.”

SFO Executive, Germany

“Campden Wealth events are unique in the sense that they take great care and attention to organise the best events for family offices, by attracting many family office principals, by choosing carefully their subjects,

speakers and moderators and by stimulating positive communication, networking, co-investing.”Principal, Private MFO, UK

“My family and I attended the European Families in Business Conference and we intend to make it the

destination of our annual family meeting for the years to come.”Family Business Member, Italy

“If you’re looking to learn from diverse perspectives and viewpoints, as well as meet new people at your level,

Campden Wealth event is the place at which to do it.”Family Member, SFO, USA

“Good forum for exchanging ideas with like-minded investors and to network. Good sized events and quality

of attendees. Positive note is that the conference is not over-crowded by service providers, as many other family office and investment conferences are.”

Principal, Private MFO, UK

“Thanks for the introduction to Campden Wealth Americas Conferences. I enjoyed meeting so many great families, with even longer histories than mine. I learned quite a bit, developed new friendships, and found a

new appreciation for the uniqueness of belonging to a long-lived, successful, family business. I set out to learn about Campden Wealth, explore and have a little ‘adventure’ and achieved all of my goals.”

Family Member, USA

FEEDBACK FROM CAMPDEN WEALTH EVENTS

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CCAMPDEN WEALTH EVENTS

Calendar for 2016

AMERICAS

ecs fles bsess cfeece10 - 11 March 2016 • Miami, USA

The 9th annual private forum for business and financial families throughout the US and Latin America.

th ec fly vestet cfeece

25 – 27 May 2016 • Chicago, USAThe 4th annual leading investment meeting in the US

exclusively for significant private investors, families and family offices.

est cst fly vest cfeece14 – 15 September 6 • San Francisco, USA

The inaugural investment meeting exclusively for significant private investors, families and family offices.

th ec fly ffce cfeece0 – 11 November 6 • Boston, USA

The 11th annual family office meeting in North America exclusively for families and their private family offices.

ASIA PACIFIC

s pcfc fly vestet cfeece18 – 19 May 2016 • Singapore

The 7th private forum for significant private investors, business and financial families and their family offices.

d fles bsess cfeece 13 – 14 September 2016 • New Delhi, India

The 4th private forum for business and financial families.

fly phlthpy f20 – 21 September 2016 • Hong Kong, SAR

The 5th meeting for families, their private offices, foundations, trusts and close advisers.

s pcfc fly ffce cfeece16 – 17 November 6 • Hong Kong, SAR

The 14th annual meeting for families and their private offices.

d fly ffce cfeece 30 November – 1 December 2016 • Mumbai, India

The inaugural family office meeting in India exclusively for families and their private family offices.

fles bsess fly ffce dtble seesUSA • Europe • Middle East • Asia Pacific

A series of peer-to-peer private meetings throughout the world for principal investors, family business owners and family office executives.

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EUROPE

fly ltetve vestet cfeece9 – 10 February 2016 • London, UK

The 12th annual private forum for significant private investors, business and financial families and their family offices.

fly elth eet stct cfeece

19 – 20 April 2016 • London, UKThe 9th private meeting for professional intermediaries

and trusted advisors to families.

fly ffce vestet cfeece 1 – 2 June 2016 • Geneva, Switzerland

The 17th annual leading investment meeting in Europe exclusively for significant private investors, families

and their private family offices.

epe fles bsess cfeece21 – 22 June 2016 • Berlin, Germany

The 13th annual private forum for business and financial families throughout Europe.

bld lt-eetl fly ffce 31 October 2016 • London, UK

The 6th pre-conference workshop

epe fly ffce cfeece 1 – 2 November 2016 • London, UK

The 18th annual flagship exclusive meeting for family office executives, significant investors and financial families.

MIDDLE EAST

ddle est fles bsess cfeece4 – 5 May, 2016 • Manama, Bahrain

The 11th private forum for business and financial families, owners and their next generation.

ddle est fly ffce vestet cfeece

5 – 6 December 2016 • Abu Dhabi, UAEThe 9th private meeting for significant private investors, families

and their family offices in the Middle East.

SPECIALISED CONFERENCES

22d edtech vest epe cfeece 26-27 April 6 • Lausanne, Switzerland

23d edtech vest se 20 – 21 September 6 • London, UK

Europe’s premier MedTech investing partnering events bringing together investors, major healthcare companies and

innovators.

ftech vest se 29 – 30 November 6 • London, UK

The 2nd Europe’s leading FinTech investing private event brings together investors, major FinTech companies and

innovators.

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CCAMPDEN WEALTH RESEARCH

Holders of signifi cant wealth want to engage professionals who can provide actionable insight. By delivering the proprietary research that forms the basis of this insight, Campden Wealth forges a productive – and valuable – connection between wealth holders and professionals. No other research fi rm is positioned to develop and deliver projects in this private, discreet community as eff ectively.

Campden Wealth Research is provided directly to the Campden Wealth community, which includes over 40,000 signifi cant wealth holders. Targeted members of the Campden Wealth community receive a report upon publication and re-encounter the research when attending any of the 25+ events hosted annually by Campden Wealth and its subsidiary, the Institute for Private Investors. In addition, Campden Wealth Research Partners receive copies of the co-branded research report to share with their existing and prospective clients.

CAMPDEN WEALTH RESEARCH PARTNERS:

• Engage prospects and clients around innovative ideas

• Establish themselves as the “go to” expert on critical issues

• Build trust, credibility and brand affi nity through insight

• Diff erentiate their perspective by leveraging proprietary data

...Campden Wealth Research enables organisations to globally leverage thought leadership and capture market share...

Providing insight on the trends and issues of strategic signifi cancecampdenresearch.com

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RESEARCH: REACH A NEW AUDIENCE

Campden Wealth is uniquely situated to support your business development strategy. Th e 31 high impact research reports published in the past 7 years have been read by over 25,000 wealth holders and wealth managers, driving countless client engagements for our Research Partners. Families trust Campden Wealth for its professionalism and discretion, which is why they seek out the actionable insight we deliver in cooperation with our Research Partners.

RESEARCH PARTNERS HAVE THE OPPORTUNITY TO:

• Defi ne the survey’s scope, ensuring the report compliments the organisation’s strategic marketing objectives

• Access unique branding and thought leadership utilising our global delivery platform

• Collaborate with Campden Wealth on a multi-level PR campaign, maximising brand exposure

• Receive editorial coverage in CampdenFB or CampdenFO magazines, as well as Campden Wealth’s companion website, www.campdenfb .com

• Present the key fi ndings of the report at one of the fl agship Campden Wealth Events attended by numerous UHNWIs

...Campden Wealth Research attracts media coverage from the world’s top news organisations...

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PPRINT PUBLISHING

CAMPDEN FB

Probing, enlightening, engagingcampdenfb.com

CampdenFB (formerly Families in Business) magazine provides business-owning families of substantial wealth around the world with the knowledge, insight and vital business intelligence they require to successfully manage their enterprises and to support their families. With access to the CEOs of the world’s leading family businesses and commentary from respected experts, CampdenFB probes the spectrum of issues facing ultra-high net worth, multigenerational family businesses.

Each quarterly issue contains exclusive family interviews, dedicated sections on all aspects of family finance, governance and succession, timely special reports – such as philanthropy and emerging markets – plus commentary and debate, news analysis and lifestyle features. It has a dedicated next-generation section, NXG, packed with next-gen interviews, business features and insightful analysis of the issues that matter to the younger members of family businesses.

Supported by the Family Business Network, CampdenFB is a controlled circulation publication that is delivered exclusively to 9,000 qualified families.

CampdenFB supplements include:

• Top 50 Family Business Leaders

• Top 50 Global Challengers

• Executive education

• Top 50 Asian, European and US Family Businesses

…CampdenFB probes the spectrum of issues facing ultra-high net worth,multigenerational family businesses globally…

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CAMPDEN FO

Setting the agenda for the family office market campdenfo.com

CampdenFO is the only global magazine dedicated to covering the rapidly growing market of private single and multi-family offices.

Published several times a year, CampdenFO sets the agenda for thought leadership in the field through in-depth examination of professional best practices and editorial contributions from influential family offices, financial journalists and commentators.CampdenFO probes key issues facing family office principals and executives – including risk management, cost reduction and investment strategies – to help ensure future success. Each issue includes interviews with family offices, features on current trends, investment updates, articles on tax and jurisdictional matters, commentary and news analysis – plus a section dedicated to philanthropy.

CampdenFO is a controlled circulation publication that is delivered exclusively to 5,500 qualified single and multi-family offices.

CampdenFO supplements include:

• Top 15 Jurisdictions for family offices

• Alternative Investments…CampdenFO is the only global magazine dedicated to covering the growing market of single and multi-family offices…

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CCAMPDEN WEALTH ONLINE

Real-time coverage of global family businesses and family officescampdenfb.com

CampdenFB and CampdenFO are supported by a dedicated, comprehensive website where family business and family office news is posted daily. The site receives more than 15,000 unique visitors and 30,000 page views per month.

Columns from experts in finance, investment, governance and lifestyle issues provide insightful perspective while Campden Wealth journalists update family business/office and investment stories daily. Our e-bulletin is distributed to more than 13,000 registered users weekly.

campdenfb.com conducts regular readers surveys polling opinion on compelling topics and presents power lists like the top 100 family businesses in Europe and North America. It also delivers annual awards programmes and carries videos from market leaders. campdenfb.com provides visitors access to a easily searchable directory of more than 60 professional service providers showcasing their products & services and contact details.

…breaking news read by more than 1, unique visitors clicking to 30,o unique page views per month.…

With almost 3,500 followers on Twitter and a dedicated LinkedIn group, @CampdenFB has a growing presence in the social media space.

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CCAMPDEN WEALTH AWARDS

Campden Wealth hosts prestigious annual awards programmes which receive global coverage and celebrate outstanding performance and best practice in specifics fields. Currently, we host The European Families in Business Awards and The Middle East Philanthropy Awards which receive extensive editorial coverage in both the publications and online as well as celebrate excellence in person at their own unique Awards ceremonies.

CAMPDEN WEALTH AWARDS PARTNERS BENEFIT FROM:

• Association with credible, independent and transparent awards methodologies

• Branding and promotion over the course of 12 months via the nomination, selection, award ceremony and post awards winners review processes

• Engaging with families and present awards at gala ceremonies

• A global PR campaign that showcases the Award winners

• Recognising and rewarding excellence of families in specific fields

…Campden Wealth hosts prestigious annual award events, which receive coverage and exposure through leading media outlets…

The European Families in Business Awards

The Middle East Philanthropy Awards

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TTHE INSTITUTE FOR PRIVATE INVESTORS

A private membership group you can trustmemberlink.net

Campden Wealth further enhanced its reach and knowledge of the global private wealth arena with the acquisition in 2011 of the Institute for Private Investors (IPI), the leading membership network of private investors in the United States, founded in 1991.

Individuals and families with substantial assets count on IPI’s programs to ensure a safe harbour for a confidential exchange of information.

IPI members represent a wide spectrum of investment views and levels of investment knowledge, yet all share a commitment to improving their understanding of the complexities of the financial landscape and helping each other become more sophisticated stewards of their wealth.

Private investor members value the distinct sense of community at IPI and stay in touch with each other between events via Memberlink®, a secure online communication platform. These investor conversations are an active dialogue, and questions often relate to new investments or services, due diligence on a manager, or more personal topics such as trust terms and next -generation issues.

“We are very pleased with IPI … we feel that our money has been well spent joining the Leaders Council … you have created something that truly benefits its members and firms like ours.”

Leaders Council Member since 2010

A VARIETY OF IN-PERSON LEARNING ENVIRONMENTS

IPI members participate in a variety of events held throughout the year in the US and around the globe. Driven by member interest, topics encompass all facets of wealth management and sustaining family wealth, including investment strategies, research, asset allocation, advisor relationships and benchmarking performance.

FORUMSFour two-day IPI forums are held each year in New York and San Francisco where leading industry experts share insights into strategies and issues pertinent to growing and preserving private wealth. Distinguished keynote speakers and intimate breakout sessions address a wide range of wealth management issues.

THE GRILL®Due diligence in action, these sessions provide a window into how sophisticated private investors question a money manager/advisor. This format teaches investors to ask the right probing questions to evaluate financial services providers.

MEMBERLINK®

Private investors value the access on IPI’s website to a rich archive of handouts and recordings from keynote speakers or breakout sessions they missed. More than 60 white papers are typically posted by professional members each quarter and often reference a session from an event.

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A“My vision for these families was of a safe harbour – a community where investors ask questions of substance and advisors respond with clarity – where investors know that giving an honest answer to questions their advisors ask will benefit both parties; in short, an investor-advisor dialogue”Charlotte Beyer, Founder IPI

ADVISOR COMMUNITY

The goal of the Institute for Private Investors is to provide innovative educational and networking resources to families with substantial assets and their advisors, and in doing so change the way investors work with advisors and advisors work with investors, for the benefit of both.

IPI’s community also includes a side-by-side membership of advisors. Whether a money manager, an attorney, a hedge fund manager or a family facilitator, these professionals are contributing to, and learning from, the IPI community.

Within an advisor community of 106 firms, Leaders Council firms hold a unique position. Limited to just 30 firms, Leaders Council members enjoy benefits not enjoyed by other advisors; primarily, the chance to attend forums with private investor members. By interacting as a fellow participant of the event, it is possible for Leaders Council firms to lay the foundation for genuine and lasting relationships.

All IPI members, advisors and investors alike, agree to a code of conduct when they join.

Educational Partners, Leaders Council and Advisor Members

Leaders Council Members include: Abbott Downing • Alliance Bernstein L.P • Ashford Investment Management • Brandywine Global Investment Management • Cohn Reznick • Crown Global Insurance Group LLC • Fiera Capital Inc • Genspring • Greycourt & Company, Inc. • Harris my CFO / CTC Consulting • Hub International New England LLC • Matterhorn Asset Management AG • Miner Partners • NEPC, LLC • New Zealand Bullion Depository • Onex Credit partners , LLC • Parametric Portfolio Associates • Rockefeller & Co. • Wilmington Trust

Educational Partners include: Angelo Gordon & Co • US Trust Bank of America Private Wealth Management • Oppenheimer Funds Inc.

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MMEMBERSHIP PROFILE

IPI Private Investors snapshot

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SSince its founding, Campden Wealth has nurtured a reputation as a trusted brand built from a global community of more than 4, qualified contacts – including many of the world’s wealthiest and most influential individuals and families.

Campden Wealth collaborates with its sponsoring partners to devise customised thought leadership and visibility across its five distinct channels. We deliver an unparalleled opportunity with a hard to identify audience, which is among the most sought-after demographic in wealth management.

Valuable and strategic introductions, delivered from a smart platform, enable sponsors to establish distinction, develop business and raise funds. Partners uniquely align themselves with the concerns of substantial families, showcase content expertise, reinforce their competitive differentials and attract qualified relationships.

…we have built and nurtured aglobal community of more than4, qualified contacts…

STRATEGIC PARTNERSHIPS

Collaborative leadership across five integrated channels

CAMPDEN WEALTH PARTNERSHIPS OFFER:

• Direct access to our global community of private families and family offices

• Recognition as a valued resource to families and family offices

• Ability to raise assets under management

• A unique networking platform to build relationships with more than 4, qualified prospects

• Ability to showcase thought leadership in controlled environments

• Brand and profile enhancement via multiple channels

• Build trust within a discerning community

• Opportunity to engage in sustainable dialogue with families and family offices globally

“We found our participation very valuable. The breadth

of the participants and the quality of discussions enabled us

to build many new business relationships with wealthy

families and decision makers from family offices.”

phlp hsVice Chairman, Global Family Office Group,

Wealth Management

UBS AG

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CCAMPDEN WEALTH PARTNERS

List of selected previous partners:

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CCAMPDEN WEALTH CONTACTS

OFFICE LOCATIONS

ffce30 Cannon Street, London EC4M 6XH, UK

Chief Executive OfficerDc SelsTel: + () 3763 2802Email: [email protected]

Director of Membership & EducationHey SelsTel: + () 3763 2803Email: [email protected]

Director of EventsSzy MyheTel: + () 3763 2807Email: [email protected]

Director of ResearchStt RthefdTel: + () 3763 2806Email: [email protected]

Editor in ChiefNchls MdyTel: + () 3763 2805Email: [email protected]

s ffce State Street, New York, ny

President Be BdTel: + () 2790Email: [email protected]

h ffceSuite 22, 27/F Worldwide House, 19 Des Voeux RoadCentral, Hong Kong

Regional Director, Asia PacificNc HydTel: +852 3597 8099Email: [email protected]

ldExecutive Director, SalesKev GtTel: + () 3763 2804Email: [email protected]

Pee AhblTel: + () 3763 2811Email: [email protected]

Oe HtTel: + () 3763 2815Email: [email protected]

Rhl NTel: + () 3763 2813Email: [email protected]

Cthee NthTel: + () 3763 2816Email: [email protected]

Gey ThsTel: + () 3763 2812Email: [email protected]

e yVy KTel: +1 (212) 693 2792Email: [email protected]

…we are a global business with offices in London, New York, San Francisco, Mumbai and Hong Kong…

COMMERCIAL TEAM

d ffceThe Capital, A Wing, Unit NO. 506, BKC, Bandra East, Mumbai – 400051Executive Director, Campden Family ConnectAbhlsh JTel: +91 (0) 22 6742 3800 Email: [email protected]

“It requires a great deal of boldness and a greatdeal of caution to make a great fortune,

and when you have it, it requires tentimes as much skill to keep it.”

Ralph Waldo Emerson

ENGAGE • CONNECT • PROSPER

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