Benefits of Attending
- Heighten your ability in portfolio oversight.
- Learn from eight world-class faculty who are skilled educators and researchers, award-winning authors and leading authorities in the investment management field.
Topic Overview
- Benchmarks and performance measurement
- The macroeconomy and financial markets
- International investing
- Advanced bond management
- Risk-and-return analysis of equity and real estate investments
- Private equity and venture capital
Registration Includes
- Comprehensive take-home materials
- Certificate from the Wharton school
- Monday evening networking reception, four breakfasts, three luncheons, healthy snacks and beverage breaks
Advanced Investments Management — Refresher Workshop in Core Investment Concepts
Sunday, September 11
(Optional)
If it’s been some time since you participated in investments-related course work, this Sunday afternoon refresher workshop will prime your skills for the Advanced Investments Management course. Separate registration fee required. (There will be an option to choose this course when registering for Advanced Investments Management through the link below.)
Brief Course Outline
(From 2009 course offering)
- Basic principles of portfolio theory
- How bonds and stocks are valued
- Styles of management used by fund managers
- Basic benchmarks for fund performance
- Alternative investments
- Efficient market principles
For course content call Tiffany Ulbing at (262) 373-7652; or e-mail tiffanyu@ifebp.org.