Event detail

Name: CFA Institute and Harvard Business School: Investment Management Workshop 2018

From: 24 Jun 2018

To: 28 Jun 2018

Address: Harvard Business School
Boston, Massachusetts, United States

Organizer: CFA Institute

Key speakers: Lauren Cohen, Professor, Harvard University Robin Greenwood, Professor, Harvard University Joshua Coval, Professor, Harvard Business School Samuel Hanson, Assistant Professor, Harvard Business School Victoria Ivashina, Professor, Harvard Business School Christopher Malloy, Professor, Harvard Business School André Perold, founder, HighVista Strategies Erik Stafford, Professor, Harvard Business School Adi Sunderam, Professor, Harvard Business School Luis Viceira, Professor, Harvard Business School

Web page: https://www.cfainstitute.org/learning/events/Pages/06242018_137939.aspx

Pricing: - $10,500; CFA Institute Member/CFA® Program Candidate Rate: $9,800

Description: For nearly 50 years, the Investment Management Workshop (IMW) has convened the world’s top principals, portfolio managers, and executives to explore the latest strategies and best practices in asset management. Developed by Harvard Business School (HBS) Executive Education and CFA Institute, this renowned industry forum focuses on improving strategic decision making in three integrated areas—asset management, business strategy and development, and investment strategy and execution. You will explore real-world cases with a diverse group of industry peers and emerge with new insights on how to optimize your strategic edge.

What You Can Expect
Delivered in the unique Harvard Business School case method style, you will work with a small group of global peers on a broad range of real-world cases that examine current and emerging developments in asset management. Focused on strategic decision making, key topics include the following:

Evaluating and implementing innovative investment strategies across all segments of the industry, including asset allocators, public and private equities, fixed income, and passive strategies
Analyzing disruptive innovations in the investment management industry
For asset management firms, examining strategic drivers of growth and profitability as well as building and maximizing their strategic and investing edges
For asset allocators, exploring the latest trends and innovations in investment policy design and execution as well as the organization of institutional investors

Your Course of Study
Over four intensive days, you will be immersed in cases studies on timely topics, interactive lectures, and small group discussions. Often, the case protagonists—individuals intimately involved in or directly affiliated with the cases being studied—attend one of the case discussions. In addition, each evening a leader from the asset management industry joins participants as a keynote speaker to lend further insights into current investment management issues.

Who is Right for the Program
This program is ideal for rising executives in investment management organizations—including firms focused on hedge fund and private equity investing—as well as pension funds, sovereign wealth funds, endowments, and investment consulting firms. The program is also valuable for individuals involved in areas related to capital markets, such as corporate finance, brokerage, and mergers and acquisitions.

This year’s program will be of particular interest to:

Chief executive officers/managing directors
Chief investment officers/directors of investments
Senior analysts
Research directors
Risk managers
Portfolio managers
Investment committee members
Investment advisers
Wealth managers
Principals

Key Topics
Collaborating with accomplished peers from around the world and HBS thought leaders, you will explore timely topics, such as the following:

Investment decisions in a world of expected low returns
The challenges of size for both asset allocators and asset managers
Innovative investment strategies and the search for alpha in today’s environment
Disruptive innovations in products and services in investment management
Implications of the growth in index investing for markets and for the investment management industry
The rise of smart beta and its implications for competing in the investment management industry
Fintech as a disruptive industry force and strategic responses from incumbents
The drivers of success for activism as an investment strategy
Co-investments in private markets
The 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

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