Date, Location, & Fees
Experience 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.
Highlights & Benefits
High net-worth family investors seeking education on how to better protect their wealth
Richard Marston, PhDJames R. F. Guy Professor Emeritus of Finance, The Wharton School
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Empower yourself with the insight you need to successfully navigate the fluctuating marketplace while confidently adding both domestic and global commercial real estate to your client’s or institution’s investment portfolio. Gain knowledge that helps you assess and mitigate risks and select the right investment partners.
Institutional investors, family office professionals, and private wealth advisors to ultra-high-net-worth individuals and families
Todd Sinai, PhDDavid B. Ford Professor; Professor of Real Estate; Professor of Business Economics and Public Policy; Chairperson, Real Estate Department, The Wharton School
Discover how to secure returns that outperform other asset classes by honing your expertise on private equity investments. Delve into the effects of the pandemic; explore current strategies; and leave with the ability to confidently evaluate, structure, and build profitable investments within the private equity space.
Institutional investors and investment professionals aspiring to be better private equity managers
Bilge Yilmaz, PhDWharton Private Equity Professor; Professor of Finance; Academic Director, Harris Family Alternative Investments Program, The Wharton School
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