Course Outline and Schedule [PDF]
This course goes beyond an overview of the alternative investment arena and provides the latest detailed information about hedge funds, private equity, commodities and real estate.
Who Should Attend
This program is designed for multiemployer and public plan trustees, administrators and staff, human resource and benefits professionals, corporate officers and executives, finance personnel, investment professionals and fiduciaries from both defined benefit and defined contribution plans with an interest in learning more about hedge funds, real estate and other alternative investment vehicles.
Program Highlights
With exposure to several outstanding Wharton professors over 2½ days of classroom instruction, you will learn
- How to determine how much should be allocated to alternative investments and to which investment vehicles
- The performance history and correlation of alternative investments within the overall portfolio
- Advantages and disadvantages of fund-of-funds investing
- Valuable analytics for manager selection in alternatives
- Portable alpha: what it is, what it isn’t and its uses for institutional investors
- The value that commodities bring to a portfolio
- Different types of real estate private equity investment strategies
- Risk and return analysis of debt real estate investments
- Best practices of hedge fund investing and real estate investing in an institutional portfolio.
Course Location
Wharton West
101 Howard Street, Suite 500
San Francisco, CA 94105
(15-20 minute walk from the Omni San Francisco Hotel)
Hotel Information
For classes held at Wharton West, book hotel directly. Mention the International Foundation to ensure you receive the negotiated conference guest room rate. After the deadline, reservations and rate will be based on availability.
Omni San Francisco Hotel
Reservations phone: (415) 677-9494 or (800) 843-6664
Rate: $290 single/double (14.07% tax)
Reservation deadline: May 26, 2008
Contact Information
For more information on program content, please contact Mary Jo Bugembe at (262) 373-7641 or maryb@ifebp.org. For registration information, e-mail edreg@ifebp.org or phone toll-free (888) 334-3327, option 2 or (262) 786-6710, option 2.