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Executive Education
    Harvard Business School Right arrow Executive Education Right arrow Participant Stories Right arrow Developing a Global Mindset
    ... Right arrow Harvard Business School Right arrow Executive Education Right arrow Participant Stories Right arrow Developing a Global Mindset

    Developing a Global Mindset

    Exchange insights with some of the world's top investment management professionals.
    Developing a Global Mindset
    Exchange insights with some of the world's top investment management professionals.
    Featured Program
    Investment Management Workshop: Investing and Strategic Decision-Ma...
    Date

    20-24 JUN 2021

    Format

    In-Person

    Location

    HBS Campus

    Explore investment challenges and emerging strategies in this renowned program jointly offered by Harvard Business School and CFA Institute.
    Program Details
    Need Help? Contact Us:
    CFA Institute
    Email: university@cfainstitute.org
    Telephone: 1.800.247.8132
    (outside U.S. & Canada +1.434.951.5499)
    Program Finder
    Featured Program
    Investment Management Workshop: Investing and Strategic Decision-Ma...
    Date

    20-24 JUN 2021

    Format

    In-Person

    Location

    HBS Campus

    Explore investment challenges and emerging strategies in this renowned program jointly offered by Harvard Business School and CFA Institute.
    Program Details
    Program Finder

    In her global wealth management role, Sarah Salamoun is tasked with staying up-to-date on current and emerging developments in the investment management industry. To expand her knowledge alongside the world's top principals, portfolio managers, and executives, and advisors, she chose to attend our Investment Management Workshop.

    What was your program experience like?

    It was great. I met people from all over the world with different backgrounds and roles within the investment management industry. In examining case studies, it was helpful to have so many diverse perspectives and understand how people are approaching different issues within the industry. This was my first time analyzing case studies, and I found the method very compelling.

    What has been your favorite case topic so far and why?

    Two cases that I found particularly interesting were the North Forty and The Harvard Management Company case studies. The way that managers are changing the investment landscape: North Forty's case demonstrates the rise of family offices and the reliance on CIO's vs. private wealth managers, and in the case of HMC, as it related to the many challenges money managers face today like short vs. long-term management and moving from a specialist to a generalist model. Both served as microcosms to the bigger challenges we are seeing today. The Vanguard case was also interesting as it highlighted the importance of people and culture. Overall, hearing firsthand insights from case protagonists was extremely valuable.

    What was it like learning and networking with global leaders?

    It was fascinating to hear how the investment management industry is developing across the world. In some places, structural changes are taking place whereas regulation is coming to the forefront, in others. It was helpful to compare the experiences of the other participants to my own.

    What would you say to someone who is interested in taking this program?

    Absolutely do it! It is nice to take a step back from your day-to-day responsibilities, discussing the latest trends and learning what is going on with professional peers from around the world.

    Apply
    Apply
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    More Admissions Information
    Featured Program
    Investment Management Workshop: Investing and Strategic Decision-Ma...
    Date

    20-24 JUN 2021

    Format

    In-Person

    Location

    HBS Campus

    Explore investment challenges and emerging strategies in this renowned program jointly offered by Harvard Business School and CFA Institute.
    Program Details
    Need Help? Contact Us:
    CFA Institute
    Email: university@cfainstitute.org
    Telephone: 1.800.247.8132
    (outside U.S. & Canada +1.434.951.5499)
    Program Finder
    Featured Program
    Investment Management Workshop: Investing and Strategic Decision-Ma...
    Date

    20-24 JUN 2021

    Format

    In-Person

    Location

    HBS Campus

    Explore investment challenges and emerging strategies in this renowned program jointly offered by Harvard Business School and CFA Institute.
    Program Details
    Program Finder

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