Investment Management Workshop - Finance - Programs - Executive Education - Harvard Business School (2024)

Table of Contents
Summary Summary Key Benefits Key Benefits Dropdown up Key Benefits Dropdown down Who Should Attend Who Should Attend Learning and Living at HBS Learning and Living at HBS Admissions Criteria and Process Admissions Criteria and Process Dropdown up Admissions Criteria and Process Dropdown down Answering Your Questions Application Submission Application Review Fee, Payment, and Cancellations "You're going to meet a slew of other experts—and explore topics where you're not the expert." "You're going to meet a slew of other experts—and explore topics where you're not the expert." "The program was intense in the best way—classroom debates, small group discussions, and productive networking." "The program was intense in the best way—classroom debates, small group discussions, and productive networking."
  • Overview Dropdown down
    • Overview
    • Curriculum
    • Teaching Team
    • Participant Stories

Summary

The Investment Management Workshop convenes the world's top principals, portfolio managers, and executives to explore the latest industry strategies and best practices. Focused on asset management, business strategy, business development, and investment strategy and execution, the program helps you optimize your strategic edge. You will analyze key industry trends and challenges and return to your firm ready to evaluate and implement innovative investment approaches.

Summary

The Investment Management Workshop convenes the world's top principals, portfolio managers, and executives to explore the latest industry strategies and best practices. Focused on asset management, business strategy, business development, and investment strategy and execution, the program helps you optimize your strategic edge. You will analyze key industry trends and challenges and return to your firm ready to evaluate and implement innovative investment approaches.

Key Benefits

The program delivers fresh insight into how the investment management industry is evolving—and how those changes could affect your strategies and your business. You will emerge better prepared to navigate the industry landscape, make optimal investments, manage risk, and create value.

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Key Benefits Dropdown up

Key Benefits Dropdown down

The program delivers fresh insight into how the investment management industry is evolving—and how those changes could affect your strategies and your business. You will emerge better prepared to navigate the industry landscape, make optimal investments, manage risk, and create value.

Gain strategic insight into all segments of the industry

Analyze complex challenges and potential solutions more effectively

Broaden your range of potential investment and allocation strategies

Expand your personal and professional network
  • Extend your network by living and working with accomplished investment industry executives from various backgrounds and countries across the globe
  • Build relationships with a diverse group of peers who can provide wide-ranging insights into your business challenges and career decisions

Who Should Attend

  • Executives in investment management organizations—including hedge fund firms, private equity investing firms, pension funds, sovereign wealth funds, endowments, and investment consulting firms
  • Individuals involved in areas related to capital markets, such as corporate finance, brokerage, and mergers and acquisitions
  • General managers or specialists—such as chief investment officers, directors of investments, senior analysts, research directors, risk managers, portfolio managers, investment advisors, wealth managers, and principals

Dive Deeper into the Experience

Play video
Play video

Inside the ClassroomInside the Classroom

See how exchange with faculty and peers yields new insights into critical business trends.

Watch the VideoWatch the Video

Play video
Play video

We Celebrate New Ways of Thinking. Are You Ready?We Celebrate New Ways of Thinking. Are You Ready?

Thrive in a learning environment that welcomes diverse ideas and perspectives.

Watch the VideoWatch the Video

Who Should Attend

  • Executives in investment management organizations—including hedge fund firms, private equity investing firms, pension funds, sovereign wealth funds, endowments, and investment consulting firms
  • Individuals involved in areas related to capital markets, such as corporate finance, brokerage, and mergers and acquisitions
  • General managers or specialists—such as chief investment officers, directors of investments, senior analysts, research directors, risk managers, portfolio managers, investment advisors, wealth managers, and principals

Dive Deeper into the Experience

Play video
Play video

Inside the ClassroomInside the Classroom

See how exchange with faculty and peers yields new insights into critical business trends.

Watch the VideoWatch the Video

Play video
Play video

We Celebrate New Ways of Thinking. Are You Ready?We Celebrate New Ways of Thinking. Are You Ready?

Thrive in a learning environment that welcomes diverse ideas and perspectives.

Watch the VideoWatch the Video

Play video
Play video

Discover more about business. And yourself.Discover more about business. And yourself.

Global perspectives > Leadership growth > Organizational impact.

Watch the VideoWatch the Video

Learning and Living at HBS

When you participate in an Executive Education program on the HBS campus, you enter an immersive experience where every aspect of the learning model has been carefully designed to facilitate your growth. Your learning will take place on your own, in your living group, and in the larger classroom, driven by the renowned HBS case method.

Learning and Living at HBS

When you participate in an Executive Education program on the HBS campus, you enter an immersive experience where every aspect of the learning model has been carefully designed to facilitate your growth. Your learning will take place on your own, in your living group, and in the larger classroom, driven by the renowned HBS case method.

Admissions Criteria and Process

We admit candidates to specific sessions on a rolling, space-available basis, and encourage you to apply as early as possible. Although most programs have no formal educational requirements, admission is a selective process based on your professional achievement and organizational responsibilities.

Read More

Admissions Criteria and Process Dropdown up

Admissions Criteria and Process Dropdown down

We admit candidates to specific sessions on a rolling, space-available basis, and encourage you to apply as early as possible. Although most programs have no formal educational requirements, admission is a selective process based on your professional achievement and organizational responsibilities.

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Answering Your Questions

Our Program Advising team can help you at any stage of the admissions process—starting with identifying the program that best addresses your learning and development goals. Contact a program advisor via email or call 1.800.427.5577 (outside the U.S., call +1.617.495.6555).

Application Submission

We recommend that you apply at least four weeks before the program start date. You may use our online form or download an application. HBS maintains all application information in strict confidentiality. We acknowledge receipt of applications via email. In the unlikely event that you do not receive an acknowledgment, please email us at exed_admissions@hbs.edu or call us at +1.617.495.6226.

Application Review

To optimize the learning experience and maximize the exchange of ideas, our Admissions Committee makes selections that balance each participant's experience, scope of current responsibilities, and type of organization. HBS seeks candidates who reflect a broad range of industries, functions, countries, and backgrounds. We review applications monthly and will contact you via email with the Admissions Committee's decision.

Fee, Payment, and Cancellations

The program fee covers tuition, books, case materials, accommodations, and most meals. You will be invoiced upon admission to the program. Invoices are due within 30 days of receipt, or upon receipt if the program start date is less than 30 days from the invoice date. If you need to cancel or defer your participation, you must submit your request in writing more than 30 days before the start of the program to receive a full refund. Cancellation or deferral requests received 14 to 30 days prior to the start of the program are subject to a fee of one-half of the program fee. Requests received within 14 days are subject to full payment.

ApplyDownload Brochure

ApplyDownload Brochure

ApplyDownload Brochure

More Admissions Information

Program content, dates, schedule, fees, technology platforms, and faculty are subject to change. In accordance with Harvard University policy, Harvard Business School does not discriminate against any person on the basis of race, color, sex or sexual orientation, gender identity, religion, age, national or ethnic origin, political beliefs, veteran status, or disability in admission to, access to, treatment in, or employment in its programs and activities.

"You're going to meet a slew of other experts—and explore topics where you're not the expert."

Jim Rowley

Global Head Investment Implementation Research, Vanguard Investment Strategy Group, U.S.

Read His Story

Apply

Download Brochure

Program Finder

Need Help? Contact Us:

Program Advising team

Email: executive_education@hbs.edu

"You're going to meet a slew of other experts—and explore topics where you're not the expert."

Jim Rowley

Global Head Investment Implementation Research, Vanguard Investment Strategy Group, U.S.

Read His Story

Download Brochure

Apply

Program Finder

Need Help? Contact Us:

Program Advising team

Email: executive_education@hbs.edu

"The program was intense in the best way—classroom debates, small group discussions, and productive networking."

Molly Concannon

Principal, Head of Equity Product, Vanguard, U.S.

Read Her Story

Apply

Download Brochure

Program Finder

Need Help? Contact Us:

Program Advising team

Email: executive_education@hbs.edu

"The program was intense in the best way—classroom debates, small group discussions, and productive networking."

Molly Concannon

Principal, Head of Equity Product, Vanguard, U.S.

Read Her Story

Download Brochure

Apply

Program Finder

Need Help? Contact Us:

Program Advising team

Email: executive_education@hbs.edu

Finance Comparison Chart

Compare programs at-a-glance to find what's right for you.

Learn More

Apply

Download Brochure

Program Finder

Need Help? Contact Us:

Program Advising team

Email: executive_education@hbs.edu

Finance Comparison Chart

Compare programs at-a-glance to find what's right for you.

Learn More

Download Brochure

Apply

Program Finder

Need Help? Contact Us:

Program Advising team

Email: executive_education@hbs.edu

Investment Management Workshop - Finance - Programs - Executive Education - Harvard Business School (2024)
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