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

Sep. 8 – 13, 2024
Philadelphia, PA
$14,350
Feb. 2 – 7, 2025
Philadelphia, PA
$14,350

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

Date, Location, & Fees

Dec. 8 – 13, 2024
San Francisco, CA
$15,000
Mar. 23 – 28, 2025
Philadelphia, PA
$15,000

Description

This program will provide participants with a rigorous framework both to evaluate investment opportunities and to manage a multi-stage investment process in an innovative firm. Learn how to evaluate venture capital investment opportunities and do due diligence that will uncover pitfalls and mitigate risk.

Highlights & Benefits

  • Understand how to raise capital and design partnership agreements that enable effective relationships
  • Develop a systematic way to screen, analyze, and value high-growth investment opportunities in nascent industries
  • Acquire a framework to negotiate, price, and structure the best investor terms
  • Learn how to best navigate the shareholder’s agreement to avoid costly mistakes
  • Identify how and when to exit the investment

Audience

Angel investors, general and limited partners, and entrepreneurs seeking funding for their companies in their early stages of growth

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