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Executive Education
    ... icon-nav-right-sm Harvard Business School icon-nav-right-sm Executive Education icon-nav-right-sm Programs for Individuals icon-nav-right-sm Topic-Focused Programs icon-nav-right-sm Investment Management Workshop icon-nav-right-sm OverviewCurriculumTeaching TeamTestimonials
    ... icon-nav-right-sm Harvard Business School icon-nav-right-sm Executive Education icon-nav-right-sm Programs for Individuals icon-nav-right-sm Topic-Focused Programs icon-nav-right-sm Investment Management Workshop icon-nav-right-sm OverviewCurriculumTeaching TeamTestimonials

    Investment Management Workshop: Investing and Strategic Decision-Making

    Investment Management Workshop: Investing and Strategic Decision-Making
    • 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
      Download Brochure
      Apply
      Download Brochure
      Admissions Criteria and Process
    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
    Need Help? Contact Us:
    CFA Institute
    Email: university@cfainstitute.org
    Telephone: 1.800.247.8132
    (outside U.S. & Canada +1.434.951.5499)
    Vijay Mehta

    "In addition to the classroom setting, there are ample opportunities to learn, debate, and network with other classmates."

    Vijay Mehta
    Managing Director, Ziff Brothers, U.S.
    Read His 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)
    Vijay Mehta

    "In addition to the classroom setting, there are ample opportunities to learn, debate, and network with other classmates."

    Vijay Mehta
    Managing Director, Ziff Brothers, U.S.
    Read His 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)
    Juan Surgeon

    "This was truly a chance to fine tune those critical skills that combine to grow a successful and sustainable business."

    Juan Surgeon
    Chief Investment Officer, MMG Bank, Panama
    Read His 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)
    Juan Surgeon

    "This was truly a chance to fine tune those critical skills that combine to grow a successful and sustainable business."

    Juan Surgeon
    Chief Investment Officer, MMG Bank, Panama
    Read His 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)
    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)
    Identify the Right Program for You
    Program Finder
    icon-print
    • Overview
    • Curriculum
    • Teaching Team
    • Testimonials
    • Apply
    • Curriculum icon-dropdown-down
      • Overview
      • Curriculum
      • Teaching Team
      • Testimonials
      • Apply

    Summary

    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.

    icon-dropdown-down icon-dropdown-up

    Summary

    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.

    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
    icon-dropdown-down
    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
    Dive Deeper into the Experience
    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
    Discover more about business. And yourself.
    Global perspectives > Leadership growth > Organizational impact.
    Learn More
    Learn More
    icon-dropdown-down icon-dropdown-up

    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
    Dive Deeper into the Experience
    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
    Discover more about business. And yourself.
    Global perspectives > Leadership growth > Organizational impact.
    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.

    What You Will Learn

    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

    icon-dropdown-down icon-dropdown-up

    What You Will Learn

    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

    Insight from Industry Experts

    In addition to the visits from case protagonists, the program also features guest speakers from leading investment organizations. These accomplished, senior-level professionals will share insights into how they have overcome critical business challenges.
    Read More
    icon-dropdown-down
    Past speakers have included:
    • Robert S. Kapito, President, BlackRock
    • Jonathan S. Lavine, Co-Managing Partner, Bain Capital; and Chief Investment Officer, Bain Capital Credit
    • Jeremy Grantham, Cofounder and Chief Investment Strategist, Grantham, Mayo & van Otterloo (GMO)

    Insight from Industry Experts icon-dropdown-down

    Insight from Industry Experts icon-dropdown-down

    In addition to the visits from case protagonists, the program also features guest speakers from leading investment organizations. These accomplished, senior-level professionals will share insights into how they have overcome critical business challenges.
    Past speakers have included:
    • Robert S. Kapito, President, BlackRock
    • Jonathan S. Lavine, Co-Managing Partner, Bain Capital; and Chief Investment Officer, Bain Capital Credit
    • Jeremy Grantham, Cofounder and Chief Investment Strategist, Grantham, Mayo & van Otterloo (GMO)

    A Continually Refreshed Curriculum

    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.

    icon-dropdown-down icon-dropdown-up

    A Continually Refreshed Curriculum

    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.

    Key TopicsExpand AllCollapse All

    Investment strategiesInvestment strategies
    icon-dropdown-down
    • Evaluation and implementation of innovative investment strategies across all industry segments
    • Investment decisions in a world of expected low returns
    • Challenges of size for both asset allocators and asset managers
    • Strategic drivers of growth and profitability
    • New approaches to investment policy design and execution
    • Organization of institutional investors
    • Drivers of success for activism as an investment strategy
    • Co-investments in private markets
    Industry evolutionIndustry evolution
    icon-dropdown-down
    • Disruptive innovations in the investment management industry
    • Search for alpha in today's environment
    • Implications of the growth in index investing for markets and for the investment management industry in general
    • Rise of smart beta investing and its implications
    • Fintech as a disruptive industry force and strategic responses from incumbents
    • Future of hedge funds and private equity
    • Innovative fee structures for institutional investors
    • Trade execution in a world of high-frequency trading and multiple execution venues
    • Liquidity management in uncertain times
    • Valuation and M&A of investment management firms

    Key Topics icon-dropdown-down

    Key Topics icon-dropdown-down

    Investment strategies

    • Evaluation and implementation of innovative investment strategies across all industry segments
    • Investment decisions in a world of expected low returns
    • Challenges of size for both asset allocators and asset managers
    • Strategic drivers of growth and profitability
    • New approaches to investment policy design and execution
    • Organization of institutional investors
    • Drivers of success for activism as an investment strategy
    • Co-investments in private markets

    Industry evolution

    • Disruptive innovations in the investment management industry
    • Search for alpha in today's environment
    • Implications of the growth in index investing for markets and for the investment management industry in general
    • Rise of smart beta investing and its implications
    • Fintech as a disruptive industry force and strategic responses from incumbents
    • Future of hedge funds and private equity
    • Innovative fee structures for institutional investors
    • Trade execution in a world of high-frequency trading and multiple execution venues
    • Liquidity management in uncertain times
    • Valuation and M&A of investment management firms

    Case ExamplesExpand AllCollapse All

    Baupost Group: Finding a Margin of Safety in London Real EstateBaupost Group: Finding a Margin of Safety in London Real Estate
    icon-dropdown-down
    • Deep value investing, with an application to real estate investing
    • Understanding what entails investing with a "margin of safety"
    • Structural and developed edges in investing
    Trian Partners and DuPontTrian Partners and DuPont
    icon-dropdown-down
    • Short-term versus long-term activists (highly engaged shareowners
    • Operationally focused activism (private equity in public markets) as an investment strategy: Implementation, risks, and funding
    • Activists and indexers: The future of capitalism and the separation of management and ownership
    Diversified Alpha at Acadian Asset ManagementDiversified Alpha at Acadian Asset Management
    icon-dropdown-down
    • Man versus machine: The future of active investing
    • Capacity and scale in active investment management
    • Low-volatility anomaly
    • Launching a new strategy
    H Partners and Six FlagsH Partners and Six Flags
    icon-dropdown-down
    • Private equity and distressed investing
    • Private investment opportunities in today's markets
    • Value creation, destruction, and the capital markets
    Real AssetsReal Assets
    icon-dropdown-down
    • Role of real assets in an investment portfolio
    • Changing the covariance of real assets with inflation and other asset classes
    • Real assets as an alpha-versus-beta opportunity
    • Specific investment opportunities, including shipping, water, agriculture, and timber
    Blackstone Alternative Asset Management in 2018Blackstone Alternative Asset Management in 2018
    icon-dropdown-down
    • Achieving sustainable alpha
    • Evaluating and implementing opportunities for growth in the active asset management business
    • Succesion in the asset management business
    • The future of the alpha business
    Texas Teachers and the New Texas Way Texas Teachers and the New Texas Way
    icon-dropdown-down
    • Role of private investment vehicles (private equity and real estate) in institutional portfolios in today's risk-and-return environment
    • Customization of investments in alternative asset management: Optimizing your edge as an investor
    • Co-investments in private equity and real estate
    • New approaches to fees in public and private investment vehicles
    The Vanguard Group, Inc., in 2015: Celebrating 40The Vanguard Group, Inc., in 2015: Celebrating 40
    icon-dropdown-down
    • Present and future of low-cost, indexed investing in the United States and globally and the implications for capital markets
    • Evaluating the business strategy and growth options of an asset management firm: Strengths, challenges, threats, and opportunities
    The Wealthfront GenerationThe Wealthfront Generation
    icon-dropdown-down
    • Investing habits of millennials and their impact on the asset management business: The $7 trillion opportunity
    • Technology-driven investment platforms: Robo-advisors
    • Future of investment advice: Incumbents versus new entrants
    Harvard Management CompanyHarvard Management Company
    icon-dropdown-down
    • Challenges of endowment investing in today's capital markets
    • Future risk and return of the major asset classes
    • Policy portfolio design
    • Risk management and liquidity management
    • Development of a successful investment organization
    APG GroupAPG Group
    icon-dropdown-down
    • Investment and management challenges of very large pools of capital
    • Investment strategies in a world of low interest rates and expected returns
    • Smart beta investing
    • Challenges of spinning off an internal investment management operation into a successful firm
    Prudential Financial—General Motors Pension Risk TransferPrudential Financial—General Motors Pension Risk Transfer
    icon-dropdown-down
    • Challenges in managing and investing pension fund assets
    • Pension fund de-risking strategies
    • Managing longevity risk
    • Structure and execution of a pension risk transfer program
    • Industry dynamics of pension fund asset management
    The FLV Capital Trading DeskThe FLV Capital Trading Desk
    icon-dropdown-down
    • Institutional trading in modern capital markets
    • Management of implementation shortfalls in a world with fragmented capital markets, dark pools, and high-frequency trading
    Business Intelligence Advisors Business Intelligence Advisors
    icon-dropdown-down
    • Information as alpha
    • New frontiers in active investing
    Northforty: Managing a Microsoft Family OfficeNorthforty: Managing a Microsoft Family Office
    icon-dropdown-down
    • Modern family office investing and management
    • Investing in a non-perpetual setup
    Puerto Rico's COFINA Bonds: Hold or Fold?Puerto Rico's COFINA Bonds: Hold or Fold?
    icon-dropdown-down
    • Distressed debt investing
    • Evaluation of investing opportunities created by regulatory and institutional factors

    Case Examples icon-dropdown-down

    Case Examples icon-dropdown-down

    Baupost Group: Finding a Margin of Safety in London Real Estate

    • Deep value investing, with an application to real estate investing
    • Understanding what entails investing with a "margin of safety"
    • Structural and developed edges in investing

    Trian Partners and DuPont

    • Short-term versus long-term activists (highly engaged shareowners
    • Operationally focused activism (private equity in public markets) as an investment strategy: Implementation, risks, and funding
    • Activists and indexers: The future of capitalism and the separation of management and ownership

    Diversified Alpha at Acadian Asset Management

    • Man versus machine: The future of active investing
    • Capacity and scale in active investment management
    • Low-volatility anomaly
    • Launching a new strategy

    H Partners and Six Flags

    • Private equity and distressed investing
    • Private investment opportunities in today's markets
    • Value creation, destruction, and the capital markets

    Real Assets

    • Role of real assets in an investment portfolio
    • Changing the covariance of real assets with inflation and other asset classes
    • Real assets as an alpha-versus-beta opportunity
    • Specific investment opportunities, including shipping, water, agriculture, and timber

    Blackstone Alternative Asset Management in 2018

    • Achieving sustainable alpha
    • Evaluating and implementing opportunities for growth in the active asset management business
    • Succesion in the asset management business
    • The future of the alpha business

    Texas Teachers and the New Texas Way

    • Role of private investment vehicles (private equity and real estate) in institutional portfolios in today's risk-and-return environment
    • Customization of investments in alternative asset management: Optimizing your edge as an investor
    • Co-investments in private equity and real estate
    • New approaches to fees in public and private investment vehicles

    The Vanguard Group, Inc., in 2015: Celebrating 40

    • Present and future of low-cost, indexed investing in the United States and globally and the implications for capital markets
    • Evaluating the business strategy and growth options of an asset management firm: Strengths, challenges, threats, and opportunities

    The Wealthfront Generation

    • Investing habits of millennials and their impact on the asset management business: The $7 trillion opportunity
    • Technology-driven investment platforms: Robo-advisors
    • Future of investment advice: Incumbents versus new entrants

    Harvard Management Company

    • Challenges of endowment investing in today's capital markets
    • Future risk and return of the major asset classes
    • Policy portfolio design
    • Risk management and liquidity management
    • Development of a successful investment organization

    APG Group

    • Investment and management challenges of very large pools of capital
    • Investment strategies in a world of low interest rates and expected returns
    • Smart beta investing
    • Challenges of spinning off an internal investment management operation into a successful firm

    Prudential Financial—General Motors Pension Risk Transfer

    • Challenges in managing and investing pension fund assets
    • Pension fund de-risking strategies
    • Managing longevity risk
    • Structure and execution of a pension risk transfer program
    • Industry dynamics of pension fund asset management

    The FLV Capital Trading Desk

    • Institutional trading in modern capital markets
    • Management of implementation shortfalls in a world with fragmented capital markets, dark pools, and high-frequency trading

    Business Intelligence Advisors

    • Information as alpha
    • New frontiers in active investing

    Northforty: Managing a Microsoft Family Office

    • Modern family office investing and management
    • Investing in a non-perpetual setup

    Puerto Rico's COFINA Bonds: Hold or Fold?

    • Distressed debt investing
    • Evaluation of investing opportunities created by regulatory and institutional factors

    Faculty

    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

    Faculty Cochair

    André F. Perold

    George Gund Professor of Finance and Banking, Emeritus. Faculty cochair of the "Investment Management Workshop".

    Read Full Bio

    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.

    Read Full BioRead More

    Faculty

    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.”

    Read Full Bio

    Joshua D. Coval

    Jay O. Light Professor of Business Administration. Member of the Finance Unit.

    Read Full Bio

    Robin Greenwood

    George Gund Professor of Finance and Banking. Member of the Finance Unit.

    Read Full Bio

    Samuel G. Hanson

    Marvin Bower Associate Professor. Member of the Finance Unit.

    Read Full Bio

    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.

    Read Full Bio

    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."

    Read Full Bio

    Erik Stafford

    John A. Paulson Professor of Business Administration. Member of the Finance Unit.

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    Adi Sunderam

    Marvin Bower Associate Professor. Member of the Finance Unit.

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    Faculty

    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

    Faculty Cochair

    André F. Perold

    George Gund Professor of Finance and Banking, Emeritus. Faculty cochair of the "Investment Management Workshop".

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    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.

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    Faculty

    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.”

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    Joshua D. Coval

    Jay O. Light Professor of Business Administration. Member of the Finance Unit.

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    Robin Greenwood

    George Gund Professor of Finance and Banking. Member of the Finance Unit.

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    Samuel G. Hanson

    Marvin Bower Associate Professor. Member of the Finance Unit.

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    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.

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    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."

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    Erik Stafford

    John A. Paulson Professor of Business Administration. Member of the Finance Unit.

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    Adi Sunderam

    Marvin Bower Associate Professor. Member of the Finance Unit.

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    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.
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    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.
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    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.
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    Vijay Mehta

    "In addition to the classroom setting, there are ample opportunities to learn, debate, and network with other classmates."

    Vijay Mehta
    Managing Director, Ziff Brothers, U.S.
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    Vijay Mehta

    "In addition to the classroom setting, there are ample opportunities to learn, debate, and network with other classmates."

    Vijay Mehta
    Managing Director, Ziff Brothers, U.S.
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    Juan Surgeon

    "This was truly a chance to fine tune those critical skills that combine to grow a successful and sustainable business."

    Juan Surgeon
    Chief Investment Officer, MMG Bank, Panama
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    Juan Surgeon

    "This was truly a chance to fine tune those critical skills that combine to grow a successful and sustainable business."

    Juan Surgeon
    Chief Investment Officer, MMG Bank, Panama
    Read His Story
    Identify the Right Program for You
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    CFA Institute
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    Identify the Right Program for You
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