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International Foundation of Employee Benefit Plans: Investment Courses

Program Overview

Recognizing the complexity of effective investment portfolio management, Wharton and the International Foundation of Employee Benefit Plans together are offering courses to help investment and benefits professionals more strategically manage risk and their organization’s investment portfolios.   

Held annually at Wharton’s Philadelphia and San Francisco campuses, this program offers select investment management courses to International Foundation member trustees and other benefits professionals. The courses are designed to broaden your understanding of the markets and your fiduciary responsibilities, strengthen your portfolio oversight, and provide the knowledge and tools to make more informed investment decisions.

Read more about the Experience & Impact »

Program Highlights & Benefits

  • Learn the core concepts and tools needed for effective portfolio oversight
  • Obtain a solid grounding in the principles of modern portfolio theory
  • Enhance your ability to assess the strategic impact of the moves of your competitors and how to maintain competitive advantage
  • Learn the intricacies of alternate investment strategies, from real estate and hedge funds to private equity  

Contact Us

To learn more about this program, visit the International Foundation website or contact: Tiffany Ulbing, at +1.262.373.7652 or via email. (For further information regarding the Certified Employee Benefit Specialist (CEBS) designation, please contact +1.262.786.6710, option 3)

Experience & Impact

Managing a portfolio is a complex task with numerous decisions that guide how to allocate money in a fund. Effective portfolio oversight has never been more critical for public and private plan trustees and other benefits professionals. International Foundation of Employee Benefit Plans: Investment Courses is designed to enhance your investment acumen in effective portfolio oversight regardless of the size and scope of the employer plan you oversee.

Wharton faculty, led by Jeffrey Jaffe, PhD, an expert on corporate finance, investments, and money management, will apply their field-based research and the latest strategic insights to give you a strong foundation, theory, and practical application of investment management.

This program offers you a choice of courses to enhance your investment knowledge — allowing you to more effectively oversee investment portfolios with proven frameworks.

Session topics include:

  • Portfolio Concepts and Management
  • Portfolio Concepts 
  • Advanced Investments 
  • International and Emerging Market Investing 
  • Alternative Investment Strategies
  • Globalization and Global Economics Markets

Through lectures, exercises, and participation in an interactive case study, you will examine the latest thinking in portfolio investment and grow your confidence in your ability to evaluate investments with a broad, fundamental understanding of investment products and practices.

Overall, you will:

  • Explore the latest trends in investment  strategy, with practical tools to allow you to make reliable investment management decisions
  • Gain insight into the global marketplace and how it affects your funds’ investment strategy
  • Uncover both the opportunities and risks of investing in emerging markets around the world

Who Should Attend

International Foundation of Employee Benefit Plans: Investment Courses is designed for International Foundation member trustees and other benefit professionals with varying levels of knowledge and experience, including administrators and staff, human resources and benefits professionals, corporate officers and executives, and finance personnel and investment managers. The courses also attract investment professionals and multiemployer and public plan trustees in both the U.S. and Canada.  

Participants leave the program with an expanded peer network, plus specific tools and frameworks they can use to be more effective administrators and investment managers. They also gain new insight into the global marketplace and how it impacts their funds’ investment strategy.


Jeffrey F. Jaffe, PhDSee Faculty Bio

Academic Director

Associate Professor of Finance, The Wharton School

Research Interests: Corporate finance, investments, money management, and the effects of information on the behavior of security prices

A. Craig MacKinley, PhDSee Faculty Bio

Joseph P. Wargrove Professor of Finance, The Wharton School

Research Interests: Asset pricing models, behavior of futures prices, econometric modeling, stock market behavior

Christopher Geczy, PhDSee Faculty Bio

Adjunct Professor of Finance; Academic Director, Wharton Wealth Management Initiative; Academic Director, Jacobs Levy Equity Management Center for Quantitative Financial Research, The Wharton School

Todd Sinai, PhDSee Faculty Bio

Professor of Real Estate and Business Economics and Public Policy, The Wharton School

Research Interests: Commercial real estate and real estate investment trusts, real estate and public economics, risk and pricing in housing markets, taxation of real estate and capital gains


The Foundation and Wharton continue to provide a stellar investment program. The curriculum and faculty present real-world information that I can take home and apply immediately. There is no doubt I will be a better trustee because of it.”

Michael Brown

Board Chairman, Municipal Employees’ Retirement System of Michigan

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

James Rossler Jr.

Trustee Ohio School Employees Retirement System

Thought-provoking, mind-expanding yet understandable teaching from these professors who are very knowledgeable and experts in their fields. Will continue onward in the Wharton pathway of education for the board trustees.”

Barbara M. Phillips

School Bus Driver, Ashland City Schools and Board Trustee, Ohio’s School Employee Retirement System

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