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 SchoolAbout 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 Taught:Client PsychologyAcademic DirectorDevelop a more effective client-centered practice by drawing heavily on advances in psychology, behavioral finance, evidence-based decision making, and the human sciences to better understand the biases, behaviors, and perceptions that impact client decision making and financial well-being. (This program consists of two distinct modules covering different content. Participants can take either Module 1, Module 2, or both.) Family Governance LATAMThis program is designed for financial advisors and managers of family offices for high-net-worth individuals/families based in Latin America and Miami seeking to learn how to guide their clients in developing and maintaining family governance systems to help preserve the family business, wealth, and family harmony for multiple generations. 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 Management LATAMAcademic DirectorThis program, designed specifically for wealthy investors and financial advisors to high-net-worth families in Latin America, will offer objective, practical insights on how to manage the assets of families with substantial wealth. Private Wealth Management ProgramExperience 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.