Two Company Announcements

Firstly, we are delighted to announce the appointment of Paul Smith, CFA, to the IPI Board of Advisors, and the expansion of our IPI education offerings with the introduction early next year of a “Managing and Servicing a Family Office” program.

With extensive industry experience, Paul is currently the Chief Executive Officer at Warlencourt Limited. His previous roles have included President and CEO of the CFA Institute, Chairman and CEO of Asia Alternative Asset Partners, and Global Head of Alternative Funds Administration at HSBC.

We are excited to welcome Paul both to our advisory board and as an investor in IPI. His wealth of knowledge in the alternative investments space and his deep industry connections will be an asset to our business as we raise capital and expand our global reach and product range.

At this moment of profound disruption in the education industry, we welcome Paul’s experience, guidance and faith in our mission to provide practical, career-related education to the global finance industry.

Paul says “I am thrilled join the team at IPI and help to expand the product offerings for the financial services industry. I have known the IPI founders for many years, and along with Henley Business School they have created an outstanding hedge fund program with a focus on practical knowledge and networking, which is unique in the industry”.


Secondly, in addition to our hedge fund courses online, including the highly-regarded Hedge Fund Certification Program, we will be expanding beyond hedge fund education and launching a program in early 2021 focused on Managing and Servicing a Family Office. This course will be taught by industry experts, and networking will be a significant component.


With rising global wealth together with the dramatic increase in the number of family offices worldwide, there is a very real need for an education program designed to provide insights into the infrastructure, function and roles of a family office. The course is designed for those who are thinking of starting a family office or who currently work in family offices, as well as service providers and career movers.