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.

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.

Key Benefits

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

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

See 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.

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

Inside the Classroom Inside the Classroom

See how exchange with faculty and peers yields new insights into critical business trends.

Watch the Video Watch the 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 Video Watch the Video

Discover more about business. And yourself.Discover more about business. And yourself.

Global perspectives > Leadership growth > Organizational impact.

Watch the Video Watch the Video

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

Learning and Living at HBS

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.

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

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.

What You Will Learn

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.

Insight from Industry Experts

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.

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 All Collapse All

Investment strategies 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 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

Key Topics

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

George Gund Professor of Finance and Banking, Emeritus

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Luis M. Viceira

George E. Bates Professor

HBS Unit:

Finance

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Faculty

Robin Greenwood

George Gund Professor of Finance and Banking

HBS Unit:

Finance

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Jonas Heese

Marvin Bower Associate Professor

HBS Unit:

Accounting and Management

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Victoria Ivashina

Lovett-Learned Professor of Business Administration

HBS Unit:

Finance

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Emil N. Siriwardane

Finnegan Family Associate Professor of Business Administration

HBS Unit:

Finance

Read Full Bio

Adi Sunderam

Willard Prescott Smith Professor of Corporate Finance

HBS Unit:

Finance

Read Full Bio

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

George Gund Professor of Finance and Banking, Emeritus

Read Full Bio

Luis M. Viceira

George E. Bates Professor

HBS Unit:

Finance

Read Full Bio

Faculty

Robin Greenwood

George Gund Professor of Finance and Banking

HBS Unit:

Finance

Read Full Bio

Jonas Heese

Marvin Bower Associate Professor

HBS Unit:

Accounting and Management

Read Full Bio

Victoria Ivashina

Lovett-Learned Professor of Business Administration

HBS Unit:

Finance

Read Full Bio

Emil N. Siriwardane

Finnegan Family Associate Professor of Business Administration

HBS Unit:

Finance

Read Full Bio

Adi Sunderam

Willard Prescott Smith Professor of Corporate Finance

HBS Unit:

Finance

Read Full Bio