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Advanced Investments Management

Monday, September 25 - Thursday, September 28, 2017
The Wharton School University of Pennsylvania, Philadelphia, PA
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Conference begins in:

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The Advanced Investments Management program is a 3½-day intensive program that emphasizes our commitment to setting the highest quality standards in investment management education. This thorough and rigorous program is designed to build upon what is learned in the Portfolio Concepts and Management program or participants’ existing knowledge base and experience. The program is for individuals who have a solid grasp of investment management fundamentals and seek to learn more.

Outline

  • Introduction and ​Performance Analysis
  • Advanced Bond Management
  • Advanced Asset Allocation
  • Evaluation of Managers
  • Real Estate in a Pension Fund Portfolio
  • ​Alternative Investments: A Discussion and Overview of Hedge Funds
  • International Investing
  • Pension Fund Valuation in the New World of Risk
  • Macroeconomy
  • Investment Policy

Educational Program Director, Tiffany Ulbing introduces these Investment Management Programs.

 

Objective

This program is for those who have a solid grasp of investment management fundamentals and seek to learn more or have taken the Portfolio Concepts and Management program and are looking for the “next step.” It is assumed participants will already understand the basic principles of portfolio theory, performance evaluation and risk/return.

While there are no formal prerequisites for this program, those without prior knowledge of fundamental investment theory will most likely find this program too advanced and are encouraged to register for the Portfolio Concepts and Management program.

Who Should Attend

Fiduciaries from both defined benefit and defined contribution plans who represent various industries, sizes and geographic areas (United States and Canada), including

  • Multiemployer and public plan trustees
  • Administrators and staff
  • Corporate officers and executives
  • Finance personnel
  • Investment professionals.

Instructors

View Wharton faculty members who taught sessions in the International Foundation/Wharton programs in the recent past.

Complete List of Instructors

​Additional Information

While there are no formal prerequisites for this course, those without prior knowledge of fundamental investment topics will most likely find the course too difficult and are encouraged to register for the more basic Portfolio Concepts and Management program offered yearly at Wharton's Philadelphia campus.

Refresher Workshop in Core Investment Concepts

September 24 | 1:00-5:00 p.m.
Sheraton University City Hotel | Philadelphia, Pennsylvania

Meeting #63-PCØ1
Fees: $435 members | $545 nonmembers
Registration fee through 8/14/2017

If you plan to register for the Advanced Investments Management program and it has been some time since you have participated in investment-related coursework, we strongly encourage you to also register for the refresher workshop. Review terms and concepts related to portfolio theory and management in order to maximize your experience in the advanced program.

Topics

  • Basic principles of portfolio theory
  • How bonds and stocks are evaluated
  • Basic benchmarks used for measuring fund performance
  • Benefits of global diversification
  • Styles of management used by fund managers for achieving investment objectives
  • Types of real estate investments
  • Alternative investments
  • The efficient market principle

​Session Details and Handouts

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Continuing Education

Programs sponsored by the International Foundation of Employee Benefit Plans are consistently accepted for credit by agencies governing continuing education for license renewal and professional recertification.

For additional information, visit our continuing education (CE) web page or contact us by phone at (262) 786-6710, option 2.

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

Registration Information

Register early and save!

Registration Information
  Member Nonmember


Through 8/14/2017 US $5,095.00 US $5,535.00
After 8/14/2017 US $5,395.00 US $5,835.00