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Faculty
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Schedule
2005 Schedule
(2006 Schedule will be similar)
Sunday, August 21
Steinberg Conference Center
255 S. 38th Street
Philadelphia, PA 19104
Phone: 215-898-8300
Fax: 215-573-3426
Check in after 12:00 p.m.
5:00-6:00 p.m.
Registration and Cocktail Reception
6:00-7:15 p.m.
Dinner
7:30-9:00 p.m.
Program Introduction
> Dick Marston & Charlotte Beyer
Monday, August 22
7:00-8:30 a.m.
Special Interest Group Breakfast
8:30-10:00 a.m.
Historical Returns in U.S. Markets
> Dick Marston
10:00-10:15 a.m.
Break
10:15-11:45 a.m.
Family Governance and Wealth Transfer
> Charles Collier
11:45 -12:00 p.m.
Class Photo
12:00 -1:00 p.m.
Lunch
1:00-2:30 p.m.
Modern Portfolio Theory
> Jeff Jaffe
2:30-2:45 p.m.
Break
2:45-4:15 p.m.
Modern Portfolio Theory (cont'd)
> Jeff Jaffe
6:00-7:00 p.m.
Dinner
Families in Context
7:00-9:00 p.m.
Case Study Discussion
Tuesday, August 23
7:00-8:30 a.m.
Breakfast
8:30-10:00 a.m.
Modern Portfolio Theory (cont'd)
> Jeff Jaffe
10:00-10:30 a.m.
Break
10:30-12:00 p.m.
Modern Portfolio Theory (cont'd)
> Jeff Jaffe
12:00 -1:00 p.m.
Lunch
1:00-2:30 p.m.
Performance Measurement and Manager Evaluation
> Craig MacKinlay
2:30-2:45 p.m.
Break
2:45-4:15 p.m.
Performance Measurement and Manager Evaluation (cont'd)
> Craig MacKinlay
6:00-9:00 p.m.
Dinner: "Managing People"
> Chuck Dwyer
Wednesday, August 24
7:00-8:00 a.m.
Breakfast
8:00-9:00 a.m.
Case Study Discussion
9:00-11:00 a.m.
Asset Allocation
> Dick Marston
11:00-11:15 a.m.
Break
11:15-12:15 p.m.
Tax Efficiency
> Dick Marston
12:15 -1:30 p.m.
Lunch
1:30-2:45 p.m.
Hedge Funds
> Chris Geczy
2:45-4:30 p.m.
Hedge Funds
6:00-8:00 p.m.
Optional Dinner
Free Evening
Thursday, August 25
7:00-8:00 a.m.
Breakfast
8:00-9:00 a.m.
Case Study Discussion
9:00-10:30 a.m.
Economic Trends
> Paul Tiffany
10:30-10:45 a.m.
Break
10:45-12:15 p.m.
Economic Trends (cont'd)
> Paul Tiffany
12:15 -1:15 p.m.
Lunch
1:15-2:45 p.m.
Venture Capital
Paul Tiffany
2:45-3:00 p.m.
Break
Turn in template to Virginia at 2:45
3:00-4:30 p.m.
Case Study Preparation
6:00-9:00 p.m.
Graduation Dinner
Friday, August 26
7:00-8:30 a.m.
Breakfast
8:30-10:00 a.m.
Case Study Group Presentations
> Dick Marston
10:00-10:15 a.m.
Break
10:15-11:45 a.m.
Case Study Discussion and Best Practices Roundtable
> Dick Marston & Charlotte Beyer
12:00 -1:00 p.m.
Lunch
Adjourn
*Schedule subject to change
ACADEMIC DIRECTOR
Dick Marston
ADMINISTRATIVE DIRECTOR
Katie Wiesel
PROGRAM MANAGER
Kristen Bassounas
PROGRAM COORDINATOR
Charlotte B. Beyer
Founder and CEO
Institute for Private Investors
Institute
for Private Investors is registered with the National Association of State
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on the National Registry of CPE Sponsors. State boards of accountancy have
final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors August be addressed to the National
Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville,
TN, 37219-2417. Web site: www.nasba.org.
The
Private Wealth Management Program is eligible for
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AIMR). Members should consult the CFA Institute’s Continuing
Education policy to determine the appropriate number of credits.
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is not recommending the products presented. Members should perform their
own extensive due diligence.
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