For over 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.
For over 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.
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.
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.
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:
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:
Throughout four intensive days, you will be immersed in a rich learning experience that includes faculty presentations, cases studies, industry guest speakers, and small group discussions. Cases will examine current and emerging developments in asset management. Often, case protagonists—individuals intimately involved in or directly affiliated with the cases being studied—attend one of the case discussions
Throughout four intensive days, you will be immersed in a rich learning experience that includes faculty presentations, cases studies, industry guest speakers, and small group discussions. Cases will examine current and emerging developments in asset management. Often, case protagonists—individuals intimately involved in or directly affiliated with the cases being studied—attend one of the case discussions
The workshop teaching team continually refreshes the curriculum with new topics and cases, ensuring that content addresses emerging developments in investment management. The overall workshop content is renewed every three years.
The workshop teaching team continually refreshes the curriculum with new topics and cases, ensuring that content addresses emerging developments in investment management. The overall workshop content is renewed every three years.
Our Executive Education programs are developed and taught by HBS faculty who are widely recognized as 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
André F. Perold
George Gund Professor of Finance and Banking, Emeritus. Faculty cochair of the "Investment Management Workshop".
Luis M. Viceira
George E. Bates Professor of Business Administration. Senior Associate Dean for Executive Education. Member of the Finance Unit; and faculty cochair of "Investment Management Workshop" and "Leveraging Fintech Innovation to Grow and Compete."
Read more from Luis Viceira's Q&A.
Lauren H. Cohen
L.E. Simmons Professor of Business Administration. Member of the Finance and Entrepreneurial Management Units; and faculty cochair of “Building A Legacy: Family Office Wealth Management.”
Joshua D. Coval
Jay O. Light Professor of Business Administration. Member of the Finance Unit.
Robin Greenwood
George Gund Professor of Finance and Banking. Member of the Finance Unit.
Victoria Ivashina
Lovett-Learned Professor of Business Administration. Faculty chair of the Global Initiative for the Middle East and North Africa (MENA) region; faculty cochair of "Foundations of Private Equity and Venture Capital." Member of the Finance Unit.
Christopher J. Malloy
Sylvan C. Coleman Professor of Financial Management. Member of the Finance and Entrepreneurial Management Units; faculty cochair of “Building A Legacy: Family Office Wealth Management”; and faculty cochair of "Finance for Senior Executives."
Erik Stafford
John A. Paulson Professor of Business Administration. Member of the Finance Unit.
Our Executive Education programs are developed and taught by HBS faculty who are widely recognized as 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
André F. Perold
George Gund Professor of Finance and Banking, Emeritus. Faculty cochair of the "Investment Management Workshop".
Luis M. Viceira
George E. Bates Professor of Business Administration. Senior Associate Dean for Executive Education. Member of the Finance Unit; and faculty cochair of "Investment Management Workshop" and "Leveraging Fintech Innovation to Grow and Compete."
Read more from Luis Viceira's Q&A.
Lauren H. Cohen
L.E. Simmons Professor of Business Administration. Member of the Finance and Entrepreneurial Management Units; and faculty cochair of “Building A Legacy: Family Office Wealth Management.”
Joshua D. Coval
Jay O. Light Professor of Business Administration. Member of the Finance Unit.
Robin Greenwood
George Gund Professor of Finance and Banking. Member of the Finance Unit.
Victoria Ivashina
Lovett-Learned Professor of Business Administration. Faculty chair of the Global Initiative for the Middle East and North Africa (MENA) region; faculty cochair of "Foundations of Private Equity and Venture Capital." Member of the Finance Unit.
Christopher J. Malloy
Sylvan C. Coleman Professor of Financial Management. Member of the Finance and Entrepreneurial Management Units; faculty cochair of “Building A Legacy: Family Office Wealth Management”; and faculty cochair of "Finance for Senior Executives."
Erik Stafford
John A. Paulson Professor of Business Administration. Member of the Finance Unit.