Wharton Private Wealth Management Program

Schedule

Sample April 29 - May 4 Schedule

Sunday, April 29

Steinberg Conference Center

255 S. 38th Street
Philadelphia, PA 19104
Phone: 215-898-8300
Fax: 215-573-3426

Check in after 12:00 noon

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 Study Discussion
Dick Marston & Charlotte Beyer

Monday, April 30

7:30-8:30 a.m.
Breakfast / Optional Special Interest Groups

8:30-10:00 a.m.
Historical Returns in U.S. Markets
Dick Marston

10:00-10:15 a.m.
Break

10:15-11:45 a.m.
Modern Portfolio History
Jeff Jaffe

11:45 a.m.
Class Photo

12:00-1:00 p.m.
Lunch / Optional Special Interest Groups

1:00-2:30 p.m.
Modern Portfolio Theory
Jeff Jaffe (continued)

2:30-2:45 p.m.
Break

2:45-4:15 p.m.
Real Estate
Joe Gyourko

4:30-5:30 p.m.
Zephyr Software Training

6:00-7:00 p.m.
Special Interest Dinner
Wealth Management Unwrapped - Part I

7:00-8:30 p.m.
The Financial Crisis: How We Got Here and What Should We Do?
Kent Smetters

Tuesday, May 1

7:30-8:30 a.m.
Breakfast / Optional Special Interest Groups

8:30-10:00 a.m.
Performance Measurement and Manager Evaluation
Craig MacKinlay

10:00-10:15 a.m.
Break

10:15-11:45 p.m.
Performance Measurement and Manager Evaluation
Craig MacKinlay (continued)

12:00 -1:00 p.m.
Lunch / Optional Special Interest Groups

1:00-2:30 p.m.
Assessing Risk: Critical Decision Making for the Individual Investor
Kathy Pearson

2:30-2:45 p.m.
Break

2:45-4:45 p.m.
The Current Financial Climate: What's Next and How to be Ready Going Forward
Kathy Pearson

4:30-6:30 p.m.
Optional TA Office Hours
Andrew Mackinlay

6:30-8:00 p.m.
Dinner

8:00-9:00 p.m.
Case Study Discussion

Wednesday, May 2

7:30-8:30 a.m.
Breakfast / Optional Special Interest Groups

8:30-10:00 a.m.
Asset Allocation I
Dick Marston

10:00-10:15 a.m.
Break

10:15 a.m.-12:00 p.m.
Private Equity
Dick Marston

12:00 -1:00 p.m.
Lunch

1:00-2:30 p.m.
Hedge Funds
Chris Geczy

2:30-2:45 p.m.
Break

2:45-4:15 p.m.
Hedge Funds
Chris Geczy (continued)

4:15-5:00 p.m.
Optional Hedge Funds Q&A
Chris Geczy

6:00-9:00 p.m.
Optional Dinner / Free Evening

Thursday, May 3

7:30-8:30 a.m.
Breakfast / Case Study Preparation

8:30-10:00 a.m.
Wealth Management Unwrapped Part I
Charlotte Beyer

10:00-10:15 a.m.
Break

10:15 a.m. -12:15 p.m.
Breaking the Silence: Communicating Estate Planning Intentions to Heirs
David Bokman, Jill Shipley 

12:15 -1:45 p.m.
Lunch

1:45-3:15 p.m.
Asset Allocation II
Dick Marston

3:15-3:30 p.m.
Break

3:30-5:00 p.m.
Case Study Preparation

5:00-10:00 p.m.
Graduation Dinner

Friday, May 4

7:30-8:30 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, Wealth Management Unwrapped - Part II
Dick Marston & Charlotte Beyer

12:00 -1:00 p.m.
Lunch

1 p.m.
Adjourn

*Schedule subject to change

ACADEMIC DIRECTOR

Dick Marston

ADMINISTRATIVE DIRECTOR

Tamela Vieria

PROGRAM MANAGER

Virginia Sayer

PROGRAM COORDINATOR

Christina O'Neill

INSTITUTE FOR PRIVATE INVESTORS
Charlotte B. Beyer, Founder & CEO

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.