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August 09, 2012 at 06:31 AM
The Wharton School of the University of Pennsylvania and the Institute for Private Investors this week formalized their informal network, which has offered investors a five-day residential program for the past 13 years.
The new Wharton IPI Private Wealth Network will officially launch with the first in a series of dinner meetings on Oct. 4 at the Penn Club in New York. Professor Richard Marston, the program’s academic director, will address the investors in attendance.
The dinner meetings will be held three times a year, Wharton and IPI said in a statement. After the New York dinner, the next gathering will take place in March in San Francisco.
Charlotte Beyer (left), IPI’s founder and chief executive, said in the statement that the network started after she and the professors had noticed a natural connection and common interests among the hundreds of investors who have attended the program. “We felt ready to launch a formal network,” she said.
