International and Emerging Market Investing

Monday, July 22 - Wednesday, July 24, 2019
Wharton West | San Francisco, San Francisco, CA
International and Emerging Market Investing

This 2½-day specialty program is designed to provide insight into the global marketplace to those who already have a solid grasp on basic investment topics. Discover investment opportunities and risks of international and emerging countries and how to navigate these risks.


2019 Outline

  • Globalization and Global Economic Markets
  • Emerging Markets: Opportunities and Risks
  • Emerging Markets: A Financial Force
  • Mechanics of International Diversification
  • Developed Market Equities
  • Emerging Market Equity
  • Global Bonds and Exchange Rates
  • Foreign Investment Vehicles—Funds, MNCs, ADRs and Exchange Traded Funds (ETFs)

An incredibly deep dive into emerging markets that broadened not only my understanding of the markets but my fiduciary responsibilities.

James Rossler Jr.TrusteeOhio School Employees Retirement System

Benefits of Attending

This course is designed to provide insight into the global marketplace and how it impacts your funds’ investment strategy. You will discuss the opportunities and risks of several international and emerging countries, as well as how to navigate these risks.

Who Should Attend

This course is designed for individuals who have a solid base in investment management principles and who seek to explore the opportunities available through international investing.

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 Compliance credit.
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Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 6/10/2019 US $4,155.00 US $4,485.00
After 6/10/2019 US $4,455.00 US $4,785.00