Alternative Investment Strategies

Monday, July 30 - Wednesday, August 1, 2018
Wharton West | San Francisco, San Francisco, CA


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.


  • Introduction and Overview of Hedge Funds and Other Alternative Investments
  • Institutional Interest in Hedge Funds
  • Hedge Fund Investing
  • Lessons From Hedge Fund Failures
  • Other Alternative Investment Trends and the Future
  • Equity Investments in Real Estate
  • Debt Investments in Real Estate
  • Final Wrap-Up and Program Integration

​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

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




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.

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


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

​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.

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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.
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Registration Information

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Registration Information
  Member Nonmember

Through 6/18/2018 US $3,995.00 US $4,295.00
After 6/18/2018 US $4,295.00 US $4,595.00