Wharton-980x235

Portfolio Concepts and Management

Monday, May 06 - Thursday, May 09, 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

    Pricing

    Until March 25, 2024

    $6,150.00

    US Member

    $6,480.00

    US Non-member

    After March 25, 2024

    $6,450.00

    US Member

    $6,780.00

    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

     

    Instructors

    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.