> Christopher Geczy, PhD Adjunct Professor of Finance; Academic Director, Wharton Wealth Management Initiative; Academic Director, Jacobs Levy Equity Management Center for Quantitative Financial Research, The Wharton School About Christopher Christopher Geczy has been on the Finance Department faculty at the Wharton School of the University of Pennsylvania since 1997. He is academic director of the Jacobs Levy Equity Management Center for Quantitative Financial Research. He is also academic director of the Wharton Wealth Management Initiative at Wharton Executive Education. He has a BA in economics from the University of Pennsylvania and a PhD in finance and econometrics from the Graduate School of Business at the University of Chicago (now the Booth School). Chris regularly teaches investment management and co-created the first full course on hedge funds at Wharton. He has created and taught multiple courses at Wharton, including the School's first survey course in sustainable/ESG investing. Chris has been the academic director of a number of Wharton Executive Education programs, including the 2009 Securities Industry Institute in partnership with SIFMA, the Private Wealth Management program in partnership with the CFA Institute, and programs for the Investments and Wealth Institute (formerly IMCA). In addition, he has taught investment management in the Penn-Securities Association of China (Penn-SAC) program for a number of years. In a previous role, he taught AIMR/CFA Institute-accredited professional risk management courses. Executive Education Programs TaughtAsset and Portfolio Management Certificate ProgramThe Asset and Portfolio Management Certificate Program is designed to help current and aspiring financial professionals employ the best practices when putting together an investment portfolio. You’ll learn about key terminology, investment products, and asset allocation strategies to maximize return on investments. Discover how to assess opportunities, diversify portfolios, and manage investment risk in this asset and financial portfolio management certificate online program. Family Wealth Management: Advanced Financial StrategiesA historic intergenerational wealth transfer of $84 trillion is underway. This period presents a unique opportunity for wealth advisors to enhance services for family offices and ultra-high-net-worth clients. This program offers advanced strategies to manage financial assets while addressing diverse family needs, empowering advisors to capitalize on a growing market. International Foundation of Employee Benefit Plans: Investment CoursesInvestment Management Courses, a joint venture between Wharton and the International Foundation of Employee Benefit Plans, will help you improve your investment management. Investment Strategies and Portfolio ManagementDevelop investment portfolios that generate the highest return for your level of investment risk. This program provides a solid foundation for building optimal portfolios and effective tools for making better investments. Private Wealth ManagementExperience the rigorous Wharton wealth management curriculum in a confidential setting with other affluent families. High net-worth investors from more than 50 countries have attended this five-day program offered in conjunction with the Institute for Private Investors (IPI) since 1999. Wharton ESG Executive Certificate for Senior LeadersNavigate mounting ESG complexities for senior business leaders. This certificate program provides a practical mix of insights for c-suite and board members to lead the way in ESG innovation and transformation. This advanced certificate is designed to quickly catapult corporate leaders to the forefront of ongoing ESG decision making, empowering them to act as informed, prepared catalysts for change. Wharton Family Office Program: Balancing Family Harmony and Financial ProsperityIn a dynamic financial era, ultra-high-net-worth families must create enduring legacies. Establishing or joining a family office helps preserve and grow wealth while maintaining harmony. Wharton Family Office Program empowers families with critical knowledge on forming, operating, and managing family offices.
