Portfolio Concepts and Management

Portfolio Concepts and Management

Monday, April 27 - Thursday, April 30, 2015
The Wharton School University of Pennsylvania, Philadelphia, PA


The Portfolio Concepts and Management course lays the groundwork for the core principles of portfolio theory and investment performance measurement, offering the practical tools and experiences needed to make sound  investment management decisions for your benefit fund. This 3½-day course offers lecture/discussion sessions, problem-solving exercises and small group breakout sessions. Build confidence in your ability to evaluate investments with a broad, fundamental understanding of investment products and practices.

Key Takeaways

  • Learn the fundamental concepts needed for effective portfolio oversight.
  • Obtain a solid grounding in the principles of modern portfolio theory.
  • Gain practical experience needed to make sound investment management decisions.
  • Apply what you have learned in an interactive case study.
  • Learn from world-class faculty who are skilled educators and researchers, award-winning authors and leading authorities.


Registration Includes


  • Continental Breakfasts
  • Lunches
  • Beverage breaks
  • Welcome reception


In Partnership with the Wharton School

Annually, select investment courses are offered to International Foundation members on Wharton’s campuses. Skilled educators and researchers, award-winning authors and leading authorities in the investment management field teach and/or oversee the curriculum of each investment course.


CEBS CPE LogoEducational sessions at this program may qualify for CEBS continuing professional education (CPE) credit. Visit www.cebscpe.org for more information.


Hotel Information

Please make your reservations directly with the hotel.

Sheraton Philadelphia University City Hotel


Rate: $169.00 Single/Double Occupancy Mention International Foundation for special rate until April 6, 2015

Who Should Attend

This course is intended for those who have little experience with investment-related course work.

  • Multiemployer and public plan trustees
  • Administrators and fund staff
  • Human resources and benefits professionals
  • Corporate officers and executives
  • Finance personnel
  • Investment professionals
  • Fiduciaries from both defined benefit and defined contribution plans
  • Representatives of plans of various types, sizes and geographic areas (United States and Canada)

Download the Brochure

Registration Information
  Member Nonmember

Through 3/16/2015 $4,695.00 $5,095.00
After 3/16/2015 $4,945.00 $5,345.00