Portfolio Concepts and Management

May 6 - 9, 2024
The Wharton School |
Philadelphia, PA

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 Portfolio Concepts and Management on Wharton's campus in Philadelphia.

​Portfolio management is a complex task with numerous decisions on how to allocate money in your fund. Portfolio Concepts and Management provides the core principles of portfolio theory and investment performance measurement, offering practical tools and experiences to help you make reliable investment management decisions. This program offers lecture/discussion sessions, problem solving exercises and small-group case study sessions in a 3½-day format. Grow confidence in your ability to evaluate investments with a broad, fundamental understanding of investment products and practices.

Benefits of Attending
  • 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.
Who Should Attend

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

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


    ​Without reservation, I would recommend this program to all trustees. These short few days of learning have instilled a great deal of confidence in my ability as a trustee as well as in my skill to more accurately oversee my plan's financial objectives, goals, course, and individual selections.

    Adolfo Felix

    Water & Power Employee Retirement Plan


    Until March 25, 2024


    US Member


    US Non-member

    After March 25, 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.

    Learn More



    Gordon Bodnar

    Morris W. Offit Professor of International Finance; Director of the International Economics Program, Johns Hopkins School of Advanced International Studies (SAIS); Lecturer, The Wharton School

    Itamar Drechsler

    Ervin Miller-Arthur M. Freedman Professor; Professor of Finance; Co-Director, Rodney L. White Center for Financial Research

    The Wharton School

    Olivia Mitchell

    Professor of Business Economics and Public Policy; Professor of Insurance and Risk Management; Executive Director, Pension Research Council; Director of the Boettner Center

    The Wharton School, University of Pennsylvania

    Dieckmann, Stephan

    Stephan Dieckmann

    Senior Lecturer of Finance

    The Wharton School

    Geoffrey Gerber

    Founder and Chief Investment Officer

    TWIN Capital Management, Inc.

    A. Craig MacKinlay

    Joseph P. Wargrove Professor of Finance; Academic Director, Jacobs Levy Center

    The Wharton School

    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.