Date, Location, & Fees

Apr. 30 – May 5, 2023
Philadelphia, PA
$11,300

Description

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

  • Learn the latest thinking in asset allocation, family governance, and financial advisor selection
  • Meet with others who are also part of a wealthy family and have the need for family asset management

Audience

High net-worth family investors seeking education on how to better protect their wealth

Academic Director

Richard Marston, PhDJames R. F. Guy Professor Emeritus of Finance, The Wharton School

Date, Location, & Fees

Nov. 28 – Dec. 2, 2022
Live Online
$7,200
9:30 a.m. to 2:30 p.m. EST

Description

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.

Highlights & Benefits

  • Learn about various sectors of commercial real estate
  • Discover how to balance risk and return in real estate investments
  • Determine how best to fit real estate into an overall investment strategy

Audience

Institutional investors, family office professionals, and private wealth advisors to ultra-high-net-worth individuals and families

Academic Director

Todd Sinai, PhDDavid B. Ford Professor; Professor of Real Estate; Professor of Business Economics and Public Policy; Chairperson, Real Estate Department, The Wharton School

Date, Location, & Fees

Sep. 12 – 16, 2022
Philadelphia, PA
$13,650
Mar. 13 – 17, 2023
Philadelphia, PA
$13,650

Description

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.

Highlights & Benefits

  • Review actual deal scenarios with Wharton faculty and industry experts for immediate feedback and input
  • Gain experience in navigating the complex arena of global private equity

Audience

Institutional investors and investment professionals aspiring to be better private equity managers

Academic Director

Bilge Yilmaz, PhDWharton Private Equity Professor; Professor of Finance; Academic Director, Harris Family Alternative Investments Program, The Wharton School



Contact Us

Schedule a personalized consultation to discuss your professional goals:

 +1.215.898.1776 execed@wharton.upenn.edu