Advanced Investments Management

Monday, July 22-Wednesday, July 24, 2024

Wharton San Francisco,
San Francisco, CA

Through the International Foundation’s partnership with the Wharton School, Foundation members have the opportunity to engage with Wharton faculty who are the most cited, most published faculty of all top-tier business schools. With a profound influence on global business, Wharton faculty members are the sought-after, trusted advisors of corporations and governments worldwide.

One such opportunity is to attend Advanced Investments Management at Wharton | San Francisco.

​Advanced Investments Management is for those who have a solid grasp of investment management fundamentals and are looking for the next step in their education. Participants will learn the latest trends in performance analysis and management, discussing advanced asset-allocation topics. The 3 day program is held every other year at Wharton | San Francisco and the format is part lecture/discussion and part interactive case study.

Benefits of Attending
  • Learn best practices in the management of your fund and running your training program.
  • Understand legal and regulatory requirements.
  • Identify ideas and opportunities by networking with peers who face similar challenges.
  • Receive valuable written resource materials.
Who Should Attend

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.

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
  • Human resources and benefits professionals
  • Corporate officers and executives
  • Finance personnel
  • Investment professionals.


​This program provides very comprehensive, relevant, and valuable knowledge to be gained. Wharton classes are always impressive. Classroom settings make me more attentive, and instructors try to reach out to everyone.

Maria Frica Pangelinan

Marianas Public Land Trust

The Wharton School logo


Until June 10, 2024


US Member


US Non-member

After June 10, 2024


US Member


US Non-member

Join the Foundation!
More than 31,000 members rely on the Foundation to provide comprehensive health care, pension, fiduciary responsibility, investment, retirement security and other benefits education.
Get discounts on educational events, resources to support you in your work, and a community of peers who face the same challenges as you.

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Continuing education (CE) credit for professional licenses, designations and certifications MAY be available for attendance at live sessions. You must request CE credit on your program registration at least 60 days prior to the beginning of the program so that the Foundation can seek preapproval from the governing agency.

Educational sessions at this program can qualify for self-reported CEBS® Compliance credit. Visit www.cebs.org/compliance for additional information.

Note: Requests made for CE credit do not guarantee administration of credit. For further information on CE credit, please call (262) 786-6710, option 2, or visit our website at www.ifebp.org/education---events/continuing-education-credit.