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Executive Education
... Right arrow Harvard Business School Right arrow Executive Education Right arrow Programs for Individuals Right arrow Topic-Focused Programs Right arrow Investment Management Workshop Right arrow OverviewCurriculumTeaching Team
... Right arrow Harvard Business School Right arrow Executive Education Right arrow Programs for Individuals Right arrow Topic-Focused Programs Right arrow Investment Management Workshop Right arrow OverviewCurriculumTeaching Team
New Program

Investment Management Workshop

New Program
Investment Management Workshop
  • Upcoming Session
  • Previous (1 of 1) Next
    Status: Accepting Applications
  • Dates: 25–28 JUN 2023
  • Format: In-Person Learning takes place on the HBS campus or a designated location.
  • Location: HBS Campus
  • Fee: $10,500
  • The program fee covers tuition, books, case materials, accommodations, and most meals.
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    Download Brochure
    Apply
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    Admissions Criteria and Process
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Email: executive_education@hbs.edu
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Program Finder
Need Help? Contact Us:
Program Advising team
Email: executive_education@hbs.edu
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  • Overview
  • Curriculum
  • Teaching Team
  • Teaching Team Dropdown down
    • Overview
    • Curriculum
    • Teaching Team
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Summary

The Investment Management Workshop convenes the world's top principals, portfolio managers, and executives to explore the latest industry strategies and best practices. Focused on asset management, business strategy, business 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.

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Summary

The Investment Management Workshop convenes the world's top principals, portfolio managers, and executives to explore the latest industry strategies and best practices. Focused on asset management, business strategy, business 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.

Key Benefits

The program delivers fresh insight 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 insight into all segments of the industry
Analyze complex challenges and potential solutions more effectively
Broaden your range of potential investment and allocation strategies
Expand your personal and professional network
  • 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 Dropdown up

Key Benefits Dropdown down

The program delivers fresh insight 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 insight into all segments of the industry
Analyze complex challenges and potential solutions more effectively
Broaden your range of potential investment and allocation strategies
Expand your personal and professional network
  • 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

Download Brochure

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

Program for Leadership Development participants earn 3 PLDA Points on completion of this program.

Dive Deeper into the Experience
Play video
Play video
Inside the ClassroomInside the Classroom
See how exchange with faculty and peers yields new insights into critical business trends.
Watch the VideoWatch the Video
Play video
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We Celebrate New Ways of Thinking. Are You Ready?We Celebrate New Ways of Thinking. Are You Ready?
Thrive in a learning environment that welcomes diverse ideas and perspectives.
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Discover more about business. And yourself.Discover more about business. And yourself.
Global perspectives > Leadership growth > Organizational impact.
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Who Should Attend

Download Brochure

  • 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

Program for Leadership Development participants earn 3 PLDA Points on completion of this program.

Dive Deeper into the Experience
Play video
Play video
Inside the ClassroomInside the Classroom
See how exchange with faculty and peers yields new insights into critical business trends.
Watch the VideoWatch the Video
Play video
Play video
We Celebrate New Ways of Thinking. Are You Ready?We Celebrate New Ways of Thinking. Are You Ready?
Thrive in a learning environment that welcomes diverse ideas and perspectives.
Watch the VideoWatch the Video
Play video
Play video
Discover more about business. And yourself.Discover more about business. And yourself.
Global perspectives > Leadership growth > Organizational impact.
Watch the VideoWatch the Video
Previous Next

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.

Review Our Campus Health & Safety Protocols

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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.

Review Our Campus Health & Safety Protocols

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
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Answering Your Questions

Our Program Advising team can help you at any stage of the admissions process—starting with identifying the program that best addresses your learning and development goals. Contact a program advisor via email or call 1.800.427.5577 (outside the U.S., call +1.617.495.6555).

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 exed_admissions@hbs.edu or call us at +1.617.495.6226.

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 program fee covers tuition, books, case materials, accommodations, and most meals. You will be invoiced upon admission to the program. Invoices are due within 30 days of receipt, or upon receipt if the program start date is less than 30 days from the invoice date. If you need to cancel or defer your participation, you must submit your request in writing more than 30 days before the start of the program to receive a full refund. Cancellation or deferral requests received 14 to 30 days prior to the start of the program are subject to a fee of one-half of the program fee. Requests received within 14 days are subject to full payment.

Admissions Criteria and Process Dropdown up

Admissions Criteria and Process 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

Our Program Advising team can help you at any stage of the admissions process—starting with identifying the program that best addresses your learning and development goals. Contact a program advisor via email or call 1.800.427.5577 (outside the U.S., call +1.617.495.6555).

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 exed_admissions@hbs.edu or call us at +1.617.495.6226.

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 program fee covers tuition, books, case materials, accommodations, and most meals. You will be invoiced upon admission to the program. Invoices are due within 30 days of receipt, or upon receipt if the program start date is less than 30 days from the invoice date. If you need to cancel or defer your participation, you must submit your request in writing more than 30 days before the start of the program to receive a full refund. Cancellation or deferral requests received 14 to 30 days prior to the start of the program are subject to a fee of one-half of the program fee. Requests received within 14 days are subject to full payment.

What You Will Learn

Throughout three 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 investment management. Depending on the session, you may have the opportunity to hear from decision-makers directly involved in the cases.

Participants should expect to spend at least 9-12 hours on self-paced case preparation prior to attending the program. Case materials will be made available approximately two weeks prior to program start.

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What You Will Learn

Throughout three 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 investment management. Depending on the session, you may have the opportunity to hear from decision-makers directly involved in the cases.

Participants should expect to spend at least 9-12 hours on self-paced case preparation prior to attending the program. Case materials will be made available approximately two weeks prior to program start.

Insight from Industry Experts

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
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Past speakers have included:
  • Phill Gross, Co-Founder and Managing Director, Adage Capital Management
  • Seth Klarman, Co-Founder and President, The Baupost Group
  • Larry Summers, Former United States Secretary of the Treasury and President Emeritus of Harvard University
  • Paula Volent, Vice President and Chief Investment Officer, The Rockefeller University
  • Byron Wien, Vice Chairman of Private Wealth Solutions Group, Blackstone

Insight from Industry Experts Dropdown up

Insight from Industry Experts Dropdown down

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:
  • Phill Gross, Co-Founder and Managing Director, Adage Capital Management
  • Seth Klarman, Co-Founder and President, The Baupost Group
  • Larry Summers, Former United States Secretary of the Treasury and President Emeritus of Harvard University
  • Paula Volent, Vice President and Chief Investment Officer, The Rockefeller University
  • Byron Wien, Vice Chairman of Private Wealth Solutions Group, Blackstone

A Continually Refreshed Curriculum

As in other industries, the investment management landscape is constantly changing. While the workshop teaching team updates the curriculum with new topics and cases each session, HBS completely renews the program content every three years. Past participants are encouraged to return to ensure they stay current on new best practices and emerging developments in investment management.

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A Continually Refreshed Curriculum

As in other industries, the investment management landscape is constantly changing. While the workshop teaching team updates the curriculum with new topics and cases each session, HBS completely renews the program content every three years. Past participants are encouraged to return to ensure they stay current on new best practices and emerging developments in investment management.

Key TopicsExpand AllCollapse All

Investment strategiesInvestment strategies
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  • Evaluating and implementing innovative investment strategies across all industry segments
  • Making investment decisions in a world of expected low returns
  • Overcoming challenges of size for both asset allocators and asset managers
  • Analyzing strategic drivers of growth and profitability
  • Taking new approaches to investment policy design and execution
  • Organizing institutional investors
  • Understanding drivers of success for activism as an investment strategy
  • Co-investing in private markets
Industry evolutionIndustry evolution
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  • Driving and responding to disruptive innovations in the investment management industry
  • Searching for alpha in today's environment
  • Analyzing implications of the growth in index investing for markets and for the investment management industry in general
  • Exploring the rise of smart beta investing and its implications
  • Examining fintech as a disruptive industry force and understanding the strategic response of incumbents
  • Assessing the future of hedge funds and private equity
  • Understanding and employing innovative fee structures for institutional investors
  • Managing and executing trades in a world of high-frequency trading and multiple execution venues
  • Managing liquidity in uncertain times
  • Valuing investment management firms and executing M&A transactions
  • Developing talent and fostering inclusion

Key Topics Dropdown up

Key Topics Dropdown down

Investment strategies

  • Evaluating and implementing innovative investment strategies across all industry segments
  • Making investment decisions in a world of expected low returns
  • Overcoming challenges of size for both asset allocators and asset managers
  • Analyzing strategic drivers of growth and profitability
  • Taking new approaches to investment policy design and execution
  • Organizing institutional investors
  • Understanding drivers of success for activism as an investment strategy
  • Co-investing in private markets

Industry evolution

  • Driving and responding to disruptive innovations in the investment management industry
  • Searching for alpha in today's environment
  • Analyzing implications of the growth in index investing for markets and for the investment management industry in general
  • Exploring the rise of smart beta investing and its implications
  • Examining fintech as a disruptive industry force and understanding the strategic response of incumbents
  • Assessing the future of hedge funds and private equity
  • Understanding and employing innovative fee structures for institutional investors
  • Managing and executing trades in a world of high-frequency trading and multiple execution venues
  • Managing liquidity in uncertain times
  • Valuing investment management firms and executing M&A transactions
  • Developing talent and fostering inclusion

The HBS Advantage

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 Cochairs
André F. Perold
André F. Perold
André F. Perold

André F. Perold

George Gund Professor of Finance and Banking, Emeritus

Read Full Bio

Luis M. Viceira
Luis M. Viceira
Luis M. Viceira

Luis M. Viceira

George E. Bates Professor of Business Administration

HBS Unit:
Finance

Read Full Bio

Faculty
Robin Greenwood
Robin Greenwood
Robin Greenwood

Robin Greenwood

George Gund Professor of Finance and Banking

HBS Unit:
Finance

Read Full Bio

Jonas Heese
Jonas Heese
Jonas Heese

Jonas Heese

Marvin Bower Associate Professor

HBS Unit:
Accounting and Management

Read Full Bio

Victoria Ivashina
Victoria Ivashina
Victoria Ivashina

Victoria Ivashina

Lovett-Learned Professor of Business Administration

HBS Unit:
Finance

Read Full Bio

Emil N. Siriwardane
Emil N. Siriwardane
Emil N. Siriwardane

Emil N. Siriwardane

Finnegan Family Associate Professor of Business Administration

HBS Unit:
Finance

Read Full Bio

Adi Sunderam
Adi Sunderam
Adi Sunderam

Adi Sunderam

Willard Prescott Smith Professor of Corporate Finance

HBS Unit:
Finance

Read Full Bio

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The HBS Advantage

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 Cochairs
André F. Perold
André F. Perold
André F. Perold

André F. Perold

George Gund Professor of Finance and Banking, Emeritus

Read Full Bio

Luis M. Viceira
Luis M. Viceira
Luis M. Viceira

Luis M. Viceira

George E. Bates Professor of Business Administration

HBS Unit:
Finance

Read Full Bio

Faculty
Robin Greenwood
Robin Greenwood
Robin Greenwood

Robin Greenwood

George Gund Professor of Finance and Banking

HBS Unit:
Finance

Read Full Bio

Jonas Heese
Jonas Heese
Jonas Heese

Jonas Heese

Marvin Bower Associate Professor

HBS Unit:
Accounting and Management

Read Full Bio

Victoria Ivashina
Victoria Ivashina
Victoria Ivashina

Victoria Ivashina

Lovett-Learned Professor of Business Administration

HBS Unit:
Finance

Read Full Bio

Emil N. Siriwardane
Emil N. Siriwardane
Emil N. Siriwardane

Emil N. Siriwardane

Finnegan Family Associate Professor of Business Administration

HBS Unit:
Finance

Read Full Bio

Adi Sunderam
Adi Sunderam
Adi Sunderam

Adi Sunderam

Willard Prescott Smith Professor of Corporate Finance

HBS Unit:
Finance

Read Full Bio

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ApplyDownload Brochure
ApplyDownload Brochure
More Admissions Information
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.
Apply
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Program Advising team
Email: executive_education@hbs.edu
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Program Finder
Need Help? Contact Us:
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Email: executive_education@hbs.edu
Apply
Download Brochure
Program Finder
Need Help? Contact Us:
Program Advising team
Email: executive_education@hbs.edu
Apply
Download Brochure
Program Finder
Need Help? Contact Us:
Program Advising team
Email: executive_education@hbs.edu
diverse group of male and female participants walking from class in Hawes Hall
Finance Comparison Chart
Compare programs at-a-glance to find what's right for you.
Learn More
Apply
Download Brochure
Program Finder
Need Help? Contact Us:
Program Advising team
Email: executive_education@hbs.edu
diverse group of male and female participants walking from class in Hawes Hall
Finance Comparison Chart
Compare programs at-a-glance to find what's right for you.
Learn More
Download Brochure
Apply
Program Finder
Need Help? Contact Us:
Program Advising team
Email: executive_education@hbs.edu
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