Memberlink® - 2003 Private Wealth Management Program - Professional Track

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Private Wealth Management Program Professional Track
August 13-17, 2006
November 12-16, 2006

(Note: This particular program is for professionals only. Information on the program for private investors can be found by clicking here)

Who Should Attend

Family office executives whose family is in transition from illiquid to liquid assets
Professionals in financial services who wish a deeper knowledge of the multi-disciplinary aspects of wealth management
Legal and tax advisory accounting professionals who seek a more rigorous curriculum on wealth management issues

Program

For the past six years, the Institute for Private Investors, in collaboration with The Wharton School, has offered private investors a program in Private Wealth Management. This year, for the first time, professionals – whether family office executives, investment, marketing or servicing professionals at advisory firms, or legal and accounting professionals – will be able to benefit from a virtually identical program, to be given at Wharton concurrently with the program for private investors.

The program, which was designed by IPI and Wharton, allows participants to increase their depth of knowledge in key areas of wealth management while having the unusual opportunity to meet and work with others who serve families with substantial assets and come from different disciplines like law, accounting or investments. The case study for the program is directly related to private wealth management issues and requires a multi-disciplinary approach. At the conclusion of the five days, small teams of attendees formally present their detailed solutions to a panel of private investors.

Participants

The Private Wealth Management Program for professionals will be held to a maximum of forty participants. Class size is limited to allow for open, in-depth interaction. Candidates are selected on their ability to both benefit from, and contribute to the program. Each candidate will be reviewed by a screening committee and notified of acceptance or wait-list status within two weeks of application.

Planned Topics

History of the Stock Market
Modern Portfolio Theory
Setting Investment Policy
Risk, Return, Correlations
Manager Selection
Behavioral Finance
U.S. & International Stock & Bond Returns & Asset Allocation
Hedge Funds
Venture Capital & Private Equity
Family Governance

Since it is anticipated that the program will reach capacity quickly, we encourage you to reserve your place. A wait list will be compiled for late candidate applications. We welcome the opportunity to discuss how the curriculum might be relevant to your interests.

IPI performs no due diligence on investment products or firms and is not recommending the products presented. Members should perform their own extensive due diligence.