Executive Education
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    ... icon-nav-right-sm Topic-Focused Programs icon-nav-right-sm Investment Management Workshop icon-nav-right-sm Overview

    Investment Management Workshop: Investing and Strategic Decision-Making for Principals, Portfolio Managers, and Executives of Asset Management Firms

    Investment Management Workshop: Investing and Strategic Decision-Making for Principals, Portfolio Managers, and Executives of Asset Management Firms
    • Upcoming Session
    • icon-carousel-arrow-left (1 of 1) icon-carousel-arrow-right
    • Dates: 23–27 JUN 2019
    • Location: HBS Campus
    • Fee: $10,500; CFA Institute Member/CFA® Program Candidate Rate: $9,800
      • Tuition, course materials, on-campus single accommodations, and meals. To ensure placement, payment is due within two weeks of acceptance into the program.
      Apply
      Application PDF
      Apply
      Application PDF
      More Admissions Information
    Need Help? Contact Us:
    CFA Institute
    Email: university@cfainstitute.org
    Telephone: 1.800.247.8132
    (outside U.S. & Canada +1.434.951.5499)
    Amanda E. Agati

    "This program is unique because it brought together a diverse group of investment management leaders."

    Amanda E. Agati
    Co-Chief Investment Strategist, PNC Financial Services Group, U.S.
    Read Her Story
    Identify the Right Program for You
    Program Finder
    Need Help? Contact Us:
    CFA Institute
    Email: university@cfainstitute.org
    Telephone: 1.800.247.8132
    (outside U.S. & Canada +1.434.951.5499)
    Amanda E. Agati

    "This program is unique because it brought together a diverse group of investment management leaders."

    Amanda E. Agati
    Co-Chief Investment Strategist, PNC Financial Services Group, U.S.
    Read Her Story
    Identify the Right Program for You
    Program Finder

    Summary

    For nearly 50 years, the Investment Management Workshop has convened the world's top principals, portfolio managers, and executives to explore the latest industry strategies and best practices. Focused on asset management, business strategy and development, and investment strategy and execution, the program helps you optimize your strategic edge. You will analyze key industry trends and challenges and return to your firm ready to evaluate and implement innovative investment approaches.

    This program is presented jointly by Harvard Business School (HBS) Executive Education and CFA Institute.

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    Summary

    For nearly 50 years, the Investment Management Workshop has convened the world's top principals, portfolio managers, and executives to explore the latest industry strategies and best practices. Focused on asset management, business strategy and development, and investment strategy and execution, the program helps you optimize your strategic edge. You will analyze key industry trends and challenges and return to your firm ready to evaluate and implement innovative investment approaches.

    This program is presented jointly by Harvard Business School (HBS) Executive Education and CFA Institute.

    Key Benefits

    During this renowned industry forum, you will gain fresh insights into how the investment management industry is evolving—and how those changes could affect your strategies and your business. You will emerge better prepared to navigate the industry landscape, make optimal investments, manage risk, and create value.
    Read More
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    Gain strategic insights into all segments of the industry
    Analyze complex challenges and potential solutions more effectively
    Broaden your range of potential investment and allocation strategies
    • Extend your network by living and working with accomplished investment industry executives from various backgrounds and countries across the globe
    • Build relationships with a diverse group of peers who can provide wide-ranging insights into your business challenges and career decisions

    Key Benefits icon-dropdown-down

    Key Benefits icon-dropdown-down

    During this renowned industry forum, you will gain fresh insights into how the investment management industry is evolving—and how those changes could affect your strategies and your business. You will emerge better prepared to navigate the industry landscape, make optimal investments, manage risk, and create value.
    Gain strategic insights into all segments of the industry
    Analyze complex challenges and potential solutions more effectively
    Broaden your range of potential investment and allocation strategies
    • Extend your network by living and working with accomplished investment industry executives from various backgrounds and countries across the globe
    • Build relationships with a diverse group of peers who can provide wide-ranging insights into your business challenges and career decisions

    Who Should Attend

    • Rising 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
    Participating Companies Have Included:
    ADIA
    APG
    DWS
    Edward Jones
    Fidelity
    HSBC
    Liberty Mutual
    Prudential Capital Group
    SWIB
    Vanguard
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    We Celebrate New Ways of Thinking. Are You Ready?
    Thrive in a learning environment that welcomes diverse ideas and perspectives.
    Learn More
    Learn More
    icon-play-video
    icon-play-video
    Experience the Case Method in the Classroom
    Watch participants debate the issues and present their viewpoints.
    Learn More
    Learn More
    icon-play-video
    icon-play-video
    Understanding the Case Method
    Read the case, discuss with your peers, and decide how you would address the challenges.
    Learn More
    Learn More
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    Who Should Attend

    • Rising 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
    Participating Companies Have Included:
    ADIA
    APG
    DWS
    Edward Jones
    Fidelity
    HSBC
    Liberty Mutual
    Prudential Capital Group
    SWIB
    Vanguard
    icon-play-video
    icon-play-video
    We Celebrate New Ways of Thinking. Are You Ready?
    Thrive in a learning environment that welcomes diverse ideas and perspectives.
    Learn More
    Learn More
    icon-play-video
    icon-play-video
    Experience the Case Method in the Classroom
    Watch participants debate the issues and present their viewpoints.
    Learn More
    Learn More
    icon-play-video
    icon-play-video
    Understanding the Case Method
    Read the case, discuss with your peers, and decide how you would address the challenges.
    Learn More
    Learn More

    Learning and Living at HBS

    When you participate in an Executive Education program on the HBS campus, you enter an immersive experience where every aspect of the learning model has been carefully designed to facilitate your growth. Your learning will take place on your own, in your living group, and in the larger classroom, driven by the renowned HBS case method.

    icon-dropdown-down icon-dropdown-up

    Learning and Living at HBS

    When you participate in an Executive Education program on the HBS campus, you enter an immersive experience where every aspect of the learning model has been carefully designed to facilitate your growth. Your learning will take place on your own, in your living group, and in the larger classroom, driven by the renowned HBS case method.

    Admissions Criteria and Process

    We admit candidates to specific sessions on a rolling, space-available basis, and encourage you to apply as early as possible. Although most programs have no formal educational requirements, admission is a selective process based on your professional achievement and organizational responsibilities.
    Read More
    icon-dropdown-down

    Answering Your Questions

    If you have any questions about the program or application process, please email university@cfainstitute.org

    Application Submission

    We recommend that you apply at least four weeks before the program start date. You may use our online form or download an application. HBS maintains all application information in strict confidentiality. We acknowledge receipt of applications via email. In the unlikely event that you do not receive an acknowledgment, please email us at university@cfainstitute.org or call us at +1.800.247.8132 (outside the U.S. & Canada +1.434.951.5499).Along with your application, please inform us of any dietary restrictions or any needs for services to accommodate a disability.

    Application Review

    To optimize the learning experience and maximize the exchange of ideas, our Admissions Committee makes selections that balance each participant's experience, scope of current responsibilities, and type of organization. HBS seeks candidates who reflect a broad range of industries, functions, countries, and backgrounds. We review applications monthly and will contact you via email with the Admissions Committee's decision.

    Fee, Payment, and Cancellations

    The $10,500 program fee ($9,800 program fee for CFA Institute Members/CFA® Program Candidates) includes tuition, course materials, on-campus single accommodations, and most meals. No payment is necessary until you have been accepted. To hold your place, please submit payment within two weeks of acceptance into the program. If you must cancel, submit your request in writing to university@cfainstitute.org. You may be subject to a fee, depending on exactly when you cancel:

    • Cancellations within 30 days prior to the start of the program will be subject to a $3,500 fee ($3,265 for CFA Institute Members/CFA® Program Candidates)
    • Cancellations within seven days prior to the start of the program will be subject to a $7,000 fee ($6,525 for CFA Institute Members/CFA® Program Candidates)
    • Cancellations after the start of the program will be subject to the full payment. Substitution and registration sharing are not permitted.

    Preparing to Attend

    Business casual attire is appropriate for the workshop. Study materials and cases will be made available to you prior to your arrival. Given the intensive schedule during the program, advance preparation is required so that you can maximize the value of your time on campus.

    Admissions Criteria and Process icon-dropdown-down

    Admissions Criteria and Process icon-dropdown-down

    We admit candidates to specific sessions on a rolling, space-available basis, and encourage you to apply as early as possible. Although most programs have no formal educational requirements, admission is a selective process based on your professional achievement and organizational responsibilities.

    Answering Your Questions

    If you have any questions about the program or application process, please email university@cfainstitute.org

    Application Submission

    We recommend that you apply at least four weeks before the program start date. You may use our online form or download an application. HBS maintains all application information in strict confidentiality. We acknowledge receipt of applications via email. In the unlikely event that you do not receive an acknowledgment, please email us at university@cfainstitute.org or call us at +1.800.247.8132 (outside the U.S. & Canada +1.434.951.5499).Along with your application, please inform us of any dietary restrictions or any needs for services to accommodate a disability.

    Application Review

    To optimize the learning experience and maximize the exchange of ideas, our Admissions Committee makes selections that balance each participant's experience, scope of current responsibilities, and type of organization. HBS seeks candidates who reflect a broad range of industries, functions, countries, and backgrounds. We review applications monthly and will contact you via email with the Admissions Committee's decision.

    Fee, Payment, and Cancellations

    The $10,500 program fee ($9,800 program fee for CFA Institute Members/CFA® Program Candidates) includes tuition, course materials, on-campus single accommodations, and most meals. No payment is necessary until you have been accepted. To hold your place, please submit payment within two weeks of acceptance into the program. If you must cancel, submit your request in writing to university@cfainstitute.org. You may be subject to a fee, depending on exactly when you cancel:

    • Cancellations within 30 days prior to the start of the program will be subject to a $3,500 fee ($3,265 for CFA Institute Members/CFA® Program Candidates)
    • Cancellations within seven days prior to the start of the program will be subject to a $7,000 fee ($6,525 for CFA Institute Members/CFA® Program Candidates)
    • Cancellations after the start of the program will be subject to the full payment. Substitution and registration sharing are not permitted.

    Preparing to Attend

    Business casual attire is appropriate for the workshop. Study materials and cases will be made available to you prior to your arrival. Given the intensive schedule during the program, advance preparation is required so that you can maximize the value of your time on campus.
    ApplyApplication PDF
    ApplyApplication PDF
    ApplyApplication PDF
    More Admissions Information
    Program content, dates, fees, 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.
    Need Help? Contact Us:
    CFA Institute
    Email: university@cfainstitute.org
    Telephone: 1.800.247.8132
    (outside U.S. & Canada +1.434.951.5499)
    Amanda E. Agati

    "This program is unique because it brought together a diverse group of investment management leaders."

    Amanda E. Agati
    Co-Chief Investment Strategist, PNC Financial Services Group, U.S.
    Read Her Story
    Identify the Right Program for You
    Program Finder
    Need Help? Contact Us:
    CFA Institute
    Email: university@cfainstitute.org
    Telephone: 1.800.247.8132
    (outside U.S. & Canada +1.434.951.5499)
    Amanda E. Agati

    "This program is unique because it brought together a diverse group of investment management leaders."

    Amanda E. Agati
    Co-Chief Investment Strategist, PNC Financial Services Group, U.S.
    Read Her Story
    Identify the Right Program for You
    Program Finder
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