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October 20-23, 2019
San Diego, California
November 24-27, 2019
San Francisco, California
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Alternative Investment Strategies is a 2½-day specialty program that provides practical education to help you understand the complexities of alternative investments. Focused on the topics of hedge funds and real estate investing for benefit funds, this advanced-level program will provide you with the tools to make effective investment decisions. The course schedule covers lecture/discussion sessions, problem-solving exercises and group breakout sessions.
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 PangelinanTrusteeMarianas Public Land TrustSaipan, Mariana Islands
This program is for those who have a solid grasp of investment fundamentals and seek to learn more about how their fund could assess the use of alternative investments. Alternative Investment Strategies is designed to build upon participants’ existing knowledge base and experience.
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
Speakers will be announced soon.
View Wharton faculty members who taught sessions in the International Foundation/Wharton programs in the recent past.
Complete List of Instructors
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.
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.
Register early and save!