Investment Management Workshop
- Dates: 23–26 JUN 2024
- Format: In-Person Learning takes place on the HBS campus or a designated location.
- Location: HBS Campus
- Fee: $11,250

"You're going to meet a slew of other experts—and explore topics where you're not the expert."

"The program was intense in the best way—classroom debates, small group discussions, and productive networking."
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
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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
- 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
- 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
- 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.
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Who Should Attend
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- 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 ExperienceSee how exchange with faculty and peers yields new insights into critical business trends.Thrive in a learning environment that welcomes diverse ideas and perspectives.Global perspectives > Leadership growth > Organizational impact.
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.
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Learning and Living at HBS
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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
Answering Your Questions
Application Submission
Application Review
Fee, Payment, and Cancellations
Answering Your Questions
Application Submission
Application Review
Fee, Payment, and Cancellations
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
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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
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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
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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
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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
- 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
- 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
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
Lovett-Learned Professor of Business Administration
Finnegan Family Associate Professor of Business Administration
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The HBS Advantage
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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 CochairsFacultyLovett-Learned Professor of Business Administration
HBS Unit:FinanceFinnegan Family Associate Professor of Business Administration
HBS Unit:Finance

"You're going to meet a slew of other experts—and explore topics where you're not the expert."
