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Insight from Industry Experts

The program also features guest speakers from leading investment organizations. These accomplished, senior-level professionals will share insights into how they have overcome critical business challenges.

A Continually Refreshed Curriculum

As in other industries, the investment management landscape is constantly changing. While the workshop teaching team updates the curriculum with new topics and cases each session, HBS completely renews the program content every three years. Past participants are encouraged to return to ensure they stay current on new best practices and emerging developments in investment management

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What You'll Learn

Throughout three intensive days, you will be immersed in a rich learning experience that includes faculty presentations, cases studies, industry guest speakers, and small group discussions. Cases will examine current and emerging developments in investment management. Depending on the session, you may have the opportunity to hear from decision-makers directly involved in the cases.

Participants should expect to spend at least 9-12 hours on self-paced case preparation prior to attending the program. Case materials will be made available approximately two weeks prior to program start.

 

Key Topics

Investment strategies

  • Evaluating and implementing innovative investment strategies across all industry segments

  • Making investment decisions in a world of expected low returns

  • Overcoming challenges of size for both asset allocators and asset managers

  • Analyzing strategic drivers of growth and profitability

  • Taking new approaches to investment policy design and execution

  • Organizing institutional investors

  • Understanding drivers of success for activism as an investment strategy

  • Co-investing in private markets

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Industry evolution

  • Driving and responding to disruptive innovations in the investment management industry

  • Searching for alpha in today's environment

  • Analyzing implications of the growth in index investing for markets and for the investment management industry in general

  • Exploring the rise of smart beta investing and its implications

  • Examining fintech as a disruptive industry force and understanding the strategic response of incumbents

  • Assessing the future of hedge funds and private equity

  • Understanding and employing innovative fee structures for institutional investors

  • Managing and executing trades in a world of high-frequency trading and multiple execution venues

  • Managing liquidity in uncertain times

  • Valuing investment management firms and executing M&A transactions

  • Developing talent and fostering inclusion

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