Investment Management Workshop

Two executives walk the HBS campus

Sharpen your strategic edge by exploring the latest best practices, trends, and challenges in investment management. Return to your firm ready to evaluate and implement innovative approaches.

  • Dates

    Jun 15 – 18, 2025

  • Status

    Accepting Applications

  • Format

    In-Person

  • Location

    HBS Campus

  • Fee

    $11,750

  • Application Due

    Jun 5, 2025

The program fee covers tuition, program materials, accommodations, and most meals.

Download Brochure

The investment management industry is always evolving. Successfully navigating the landscape is essential for optimizing investments, mitigating risks, and generating value.

The Investment Management Workshop unites the world's top principals, portfolio managers, and executives to explore the latest industry strategies and best practices. Optimize your competitive edge by diving deep into asset management, business strategy, business development, and investment strategy and execution.

Key Program Features

Key Topics

  • Evaluate and implement innovative investment strategies across all industry segments

  • Analyze complex challenges and potential solutions more effectively

  • Organize institutional investors and co-invest in private markets

  • Drive and respond to disruptive innovations in the investment management industry

  • Broaden your range of potential investment and allocation strategies

  • Assess the future of hedge funds and private equity

  • Manage and execute trades in a world of high-frequency trading and multiple execution venues

Program Format

  • 4
    days on the HBS campus
  • 12–15
    hours of pre-program work

Case materials and a detailed schedule will be made available approximately two weeks prior to program start.

Who Should Attend

  • Executives in investment management organizations—including hedge fund firms, private equity investing firms, pension funds, sovereign wealth funds, endowments, and investment consulting firms

  • Individuals involved in areas related to capital markets, such as corporate finance, brokerage, and mergers and acquisitions

  • General managers or specialists—such as chief investment officers, directors of investments, senior analysts, research directors, risk managers, portfolio managers, investment advisors, wealth managers, and principals

Global Perspective

Two female and two male executives sit and smile around a table filled with notes.
5%
Africa
19%
Asia Pacific
14%
Europe
8%
Latin America
5%
Middle East
49%
North America

Experience

Years Worked

  • 51%

    Less than 10 years

  • 12%

    10-14 years

  • 12%

    15-19 years

  • 7%

    20-24 years

  • 12%

    25-29 years

  • 2%

    30-34 years

  • 2%

    35-39 years

  • 2%

    40 or more

Education

Highest Level Attained

  • 7%

    PhD

  • 47%

    MBA

  • 16%

    MS/MA

  • 19%

    BS/BA

  • 3%

    Foreign Diploma

Teaching Team

All our executive education programs are developed and taught by a team of widely recognized HBS faculty. Many are skilled educators, groundbreaking researchers, and award-winning authors. Through their board memberships, consulting, and field-based research, they address the complex challenges facing business leaders across the globe.

Faculty Cochairs

Faculty

The HBS Experience

This in-person program takes place on our storied campus where you'll live and learn at the heart of Boston's vibrant business, academic, and technology hubs.

At HBS, every detail is carefully calibrated to drive your success. Living arrangements and classrooms that spark connection. Unrivaled academic resources. And rejuvenating fitness, dining, and cultural amenities.

View of Executive Education area of HBS campus

The dedicated Executive Education area of campus features multiple classroom buildings and three residence halls around a quad

Residence hall bedroom and bathroom, with woman looking out a window

Our well-appointed residence halls feature private bedrooms, living group lounges, and courtyards to fuel vibrant discussions

Admissions

We admit applicants on a rolling, space-available basis, so you are encouraged to submit your application as soon as possible.

The selective admissions process is based on professional achievement, organizational responsibility, and the admissions criteria for each program as described in Who Should Attend. There are no formal educational requirements for HBS Executive Education programs.

Learn more about the admissions process and requirements.

Program content, dates, schedule, fees, technology platforms, and faculty are subject to change. In accordance with Harvard University policy, Harvard Business School does not discriminate against any person on the basis of race, color, sex or sexual orientation, gender identity, religion, age, national or ethnic origin, political beliefs, veteran status, or disability in admission to, access to, treatment in, or employment in its programs and activities.