The result of a six-decades-long partnership between Wharton Executive Education and the Securities Industry and Financial Markets Association (SIFMA), this three-year program will equip you with practical information, ideas, and answers directly applicable to your current and future responsibilities as a securities professional.
The Securities Industry Institute® (SII) brings together rising talent from across the industry to learn from authorities on topics that enhance their leadership skills and augment their investment and industry knowledge. Attendees examine major issues that exceptional managers and leaders encounter in their professional roles, facilitated by a world-class faculty.
Beyond the objective of creating opportunities for personal and professional development, the members of SIFMA have supported SII as a way to develop talent with the highest standards of integrity, ethics, and professional excellence.
The Securities Industry Institute® brings together high-potential, rising talent from across the industry to learn from authorities.
March 8 – 13, 2020Philadelphia
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In the Securities Industry Institute®, you will:
In today’s global economy, the hardest challenge facing executives is creating a competitive advantage — and maintaining it. SII gives financial services leaders the opportunity to enhance their industry and investment knowledge while also building their professional skills as leaders. The program is designed to help you evaluate your current strategy and provide you with the tools to create and implement new strategies.
Wharton faculty — led by Professor Jeremy Siegel, a world-renowned expert on the economy and financial markets — apply their field-based research and the latest strategic insights to help you broaden your perspective on how to make your organization more competitive.
The core courses and electives are offered in Industry Knowledge, Innovation & Strategy, and Leadership & Professional Development, providing securities executives with the investment and professional development they need to add strategic value to their organizations, while building a world-class network of peers.
Session topics include:
SII is designed for professionals in all areas of the financial services industry, including members of the exchanges and regulatory agencies.
Participants in this program are a diverse group of strategy leaders from varied industries, backgrounds, and geographies who share their biggest challenges with the class. Faculty tailor the program content to address these issues, so participants enjoy a learning experience that truly resonates with them and meets their learning needs.
Participants leave the program with an expanded peer network, plus specific tools and frameworks they can use to make a meaningful strategic impact within their companies or organizations.
Fluency in English, written and spoken, is required for participation in Wharton Executive Education programs unless otherwise indicated.
This program is held at the Steinberg Conference Center located on the University of Pennsylvania campus in Philadelphia. Meals and accommodations are included in the program fees. Learn more about planning your stay at Wharton’s Philadelphia campus.
Jeremy Siegel, PhDSee Faculty Bio
Academic Director
Russell E. Palmer Professor of Finance, The Wharton School
Research Interests: Demographics, financial markets, long-run asset returns, macroeconomics
I began the program in 2010 when I was Allied Securities’ chief strategy officer and continued the program after joining BrightScope. My role in both companies involves understanding the major trends shaping the industry, and working with the wealth management firms to see how these trends impact their business. SII has enabled me to improve our business model and innovate new products and services by helping me understand the macro trends and impact on the finance industry’s value chain. The relationships I developed with like-minded leaders have broadened my network. One course I took twice was on executive influencing. You do things to influence others instinctively but a program like this allows you to put those concepts into a framework and a discipline. Influencing skills are important when you are driving innovation and change. I absolutely will apply what I learned at Wharton in my workplace.”
I began the program in 2010 when I was Allied Securities’ chief strategy officer and continued the program after joining BrightScope. My role in both companies involves understanding the major trends shaping the industry, and working with the wealth management firms to see how these trends impact their business. SII has enabled me to improve our business model and innovate new products and services by helping me understand the macro trends and impact on the finance industry’s value chain.
The relationships I developed with like-minded leaders have broadened my network. One course I took twice was on executive influencing. You do things to influence others instinctively but a program like this allows you to put those concepts into a framework and a discipline. Influencing skills are important when you are driving innovation and change. I absolutely will apply what I learned at Wharton in my workplace.”
Sonia AhujaHead, Business Development and Strategy, BrightScope, a privately held business intelligence firm in San Diego
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To learn more about this program, visit the Securities Industry Institute® website, or contact them by phone.
+1.212.313.1108
sii@sifma.org
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