Date, Location, & Fees

Apr. 15 – 19, 2024
Philadelphia, PA
$13,250
Oct. 14 – 18, 2024
Philadelphia, PA
$13,500

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

  • Improve your ability to measure investment performance
  • Learn new asset allocation tools
  • Recognize when to choose active managers versus passive investments
  • Understand the opportunities and risks of bonds, hedge funds, private equity, real estate, international markets, and derivatives

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

Date, Location, & Fees

Dec. 10 – 13, 2024
Philadelphia, PA
$10,250

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

Jun. 3 – 7, 2024
Philadelphia, PA
$12,000
Feb. 10 – 14, 2025
Philadelphia, PA
$12,500

Description

Learn how to assess the long-term value of and investment opportunities in companies that are financially distressed. Become knowledgeable about the integral roles that business managers, professional investors, and banking advisors can play in restructuring corporate debt.

Highlights & Benefits

  • Understand how and why a company fails, and the turnaround process
  • Foresee signs of crisis in a firm’s financial statements
  • Identify the long-term value of and investment opportunities in distressed assets
  • Become knowledgeable about the roles of managers, investors, advisors, and consultants in restructuring debt
  • Hone negotiation skills to maximize returns of complex distressed situations

Audience

  • Senior-level executives at highly leveraged and private equity-owned companies
  • Portfolio managers and investment analysts for hedge funds, pension funds, sovereign wealth funds, and large institutional investors
  • Corporate bankruptcy attorneys; second lien and workout lenders

Academic Director

N/A



Contact Us

Schedule a personalized consultation to discuss your professional goals:

 +1.215.898.1776 execed@wharton.upenn.edu