Date, Location, & Fees
Description
Develop 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.
Highlights & Benefits
Audience
Investment professionals and service providers, including portfolio managers, analysts, and insurance and commercial bank executives
Academic Director
Jules van Binsbergen, PhDThe Nippon Life Professor in Finance; Professor 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
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.
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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