Schedule



2007 Schedule

(2008 Schedule will be similar)

Sunday, August 12

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 and Case Review
Dick Marston & Charlotte Beyer

Monday, August 13

7:00-8:30 a.m.
Breakfast / Optional Special Interest Groups
8:30-10:00 a.m.
Historical Returns in U.S. Markets
Dick Marston
10:00-10:30 a.m.
Zephyr Software Training
Dick Marston
10:30-10:45 a.m.
Break
10:45 - 12:15 p.m.
Modern and Post-Modern Portfolio Theory
Jeffrey Jaffe
12:15 -12:30 p.m.
Class Photo
12:30-1:30 p.m.
Lunch / Optional Special Interest Groups
1:30-3:00 p.m.
Modern and Post-Modern Portfolio Theory
Jeffrey Jaffe
3:00-3:15 p.m.
Break
3:15-4:45 p.m.
Family Governance and Wealth Transfer
Charles Collier
6:00-7:00 p.m.
Dinner / Families in Context
7:00-9:00 p.m.
Case Study Discussion
Michael Jung

Tuesday, August 14


7:00-8:30 a.m.
Breakfast
8:30-10:00 a.m.
Modern and Post-Modern Portfolio Theory
Jeffrey Jaffe
10:00-10:15 a.m.
Break
10:15-11:45 p.m.
Modern and Post-Modern Portfolio Theory
Jeffrey Jaffe
12:00 -1:00 p.m.
Lunch
1:00-2:30 p.m.
Venture Capital
Ayako Yasuda
2:30-2:45 p.m.
Break
2:45 - 6:30 p.m.
Hedge Funds
Christopher Geczy
6:00-8:00 p.m.
Special Interest Dinner
8:00-9:00 p.m.
Case Study Discussion

Wednesday, August 15


7:30-8:30 a.m.
Breakfast
8:30-10:00 a.m.
Performance Measurement and Manager Evaluation
A.Craig MacKinlay
10:00-10:15 a.m.
Break
10:15-11:45 a.m.
Performance Measurement and Manager Evaluation
A.Craig MacKinlay
12:00 -1:00 p.m.
Lunch
1:00-2:30 p.m.
Asset Allocation I
Dick Marston
2:30-2:45 p.m.
Break
2:45-4:15 p.m.
Asset Allocation II
Dick Marston
2:30-2:45 p.m.
Optional Dinner / Free Evening

Thursday, August 16


7:30-8:30 a.m.
Breakfast
8:30-10:00 a.m.
Economic History
Paul Tiffany
10:00-10:15 a.m.
Break
10:15-12:00 p.m.
Economic History
Paul Tiffany
12:00 -1:15 p.m.
Lunch
1:15-3:15 p.m.
Managing People
Charles Dwyer
3:15-3:30 p.m.
Break
3:00-4:30 p.m.
Case Study Preparation
5:00-9:00 p.m.
Graduation Dinner

Friday, August 17


7:30-8:30 a.m.
Breakfast
8:30-10:00 a.m.
Case Study Group Presentations
Dick Marston & Charlotte Beyer
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
Jen Gers

PROGRAM MANAGER
Virginia Sayer

PROGRAM COORDINATOR
Ron Miller

FOUNDER & CEO
INSTITUTE FOR PRIVATE INVESTORS
Charlotte B. Beyer

Institute for Private Investors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education 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 CFA Continuing Education credits for members of the CFA Institute (formerly AIMR). Members should consult the CFA Institute’s Continuing Education policy to determine the appropriate number of credits.


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