CFA Institute Executive Education Programs
An exclusive opportunity to learn from top thought leaders in an intimate academic environment
With an emphasis on active learning, these executive education programs provide insight into the latest innovations and best practices in investment management.
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Advanced Valuation
12−14 January 2009 Abu Dhabi, United Arab Emirates 11−13 May 2009 Hong Kong In partnership with Amsterdam Institute of Finance |
 The Advanced Valuation
program provides participants with a deep understanding of the most
sophisticated valuation techniques, with applications to specific
industries, such as banking, energy, and telecommunications. Special
attention is given to valuation issues in emerging markets, valuation
of privately held companies, and value assessment in mergers and
acquisitions. Participants learn to face complicated technical issues
without fear by understanding what makes a good CFO, investment
banker, or financial analyst. |
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Wealth Management in Practice
14−18 June 2009 In partnership with Wharton Business School |
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Advanced Corporate Valuation
Dates TBD Johannesburg, South Africa 10−12 June 2009 London, United Kingdom In partnership with Amsterdam Institute of Finance |
The Advanced Corporate
Valuation program offers an in-depth study of the analytical
techniques of corporate valuation with a special emphasis on the
sources of value creation in mergers and acquisitions. The program
introduces the key decisions — investment, financing, and risk
management — that contribute to shareholder value and runs through
the computations of corporate valuation so that participants can
discover the assumptions behind common models and ratios. By applying
these techniques to several case studies, participants are able to
determine stand-alone value and how an acquisition or other
restructuring can alter the value of a company. For comparison, the
private equity view of a company is also demonstrated — how an
analysis of the financing, pay down, and exit projections can reveal
the price an investor would be willing to pay for a company. |
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Hedge Funds 11−13 March 2009 London, United Kingdom In partnership with London Business School |
 This program seeks to explain
why hedge funds have been so attractive in recent years and to
provide some insights into whether this performance is sustainable.
Beginning with an overview of the hedge fund industry, key players,
and recent developments, it reviews the various investment models,
examines the changes brought on by synthetic hedge fund “clones,” and
discusses equilibrium implications in terms of performance
evaluation, incentive fee negotiation, and capital markets. |
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Alternative Asset Allocation Seminar 17−19 March 2009 London, United Kingdom In partnership with EDHEC Business School |
 Presented in
conjunction with the EDHEC Risk and Asset Management Research Centre,
this intensive three-day seminar equips participants with practical
tools to optimize the construction and risk management of multistyle,
multiclass portfolios and to take full advantage of the benefits of
alternative investments in asset management and asset/liability
management contexts. It also provides attendees with an in-depth
examination of volatility as an emerging alternative class and with
case studies of best practices in the realm of synthetic risk
management of real estate and multiclass portfolios. |
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Mergers and Acquisitions
5−7 April 2009 Dubai, United Arab Emirates In partnership with Amsterdam Institute of Finance |
The Mergers and
Acquisitions program offers insight into what makes an acquisition
work. It uses an analytical “corporate finance” framework and
real-world applications to introduce the key principles and
techniques of successful mergers and acquisitions. As part of this
program, participants will develop a checklist of the key criteria to
consider when analyzing an acquisition deal. In this way,
participants will be able to grasp the main strengths and risks of
the strategic and financing alternatives after conducting an initial
analysis. |
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International Wealth and Tax Planning Seminar
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 The seminar conveys a
structured understanding of the international tax and estate planning
issues affecting individuals and families today. Participants will
explore international wealth planning opportunities and their
pitfalls and will learn how to work more effectively with
country-specific specialists. This program is presented in
partnership with the Swiss Finance Institute. |
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Advances in Asset Allocation Seminar 12−14 May 2009 New York, New York, USA In partnership with EDHEC Business School |
This joint
seminar with EDHEC Business School will address estimation issues and
model shortcomings to optimize portfolio construction in a world that
does not conform to the tenets of modern portfolio theory. It
explores optimal risk budgeting techniques in the context of
core–satellite investing and applies them to the design of long-only
absolute return funds and new liability driven investment (LDI)
solutions. It also looks at the potential of alternative classes and
strategies as diversification and substitution vehicles and imparts
research-based insights into Fundamental Indices®, optimal
benchmarks, and efficient indices. |
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Leveraged Loan & Corporate Restructuring
Workshop
18−21 May 2009 Charlottesville, Virginia, USA In partnership with McIntire School |
Led by the University of Virginia’s McIntire School of Commerce,
the program combines academic and practitioner input from experts
in the field of leveraged and distressed credit markets. Each day
begins with a distinguished scholar leading the topic overview,
followed by an interactive case study involving all participants.
Senior-level practitioners cap off the daily discussion with a case
debrief or related presentation. After class, participants will
enjoy networking receptions and dinner on the beautiful University
of Virginia grounds. |
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Global Investors Workshop
15−19 June 2009 Fontainebleau, France In partnership with INSEAD |
 The Global
Investors Workshop brings together leading investment professionals
to explore and discuss cutting edge theories and strategies in asset
valuation, portfolio management, and investment firm management.
Specifically tailored for mid and senior-level investment
professionals, this weeklong workshop focuses on the critical and
globally relevant issues faced by European-based investment
management firms. Through a unique combination of case studies, study
sessions, and lectures, top industry practitioners and INSEAD faculty
will guide participants toward a deeper understanding of the key
concepts in investment management. |
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The Oxford Private Equity Program 29 June−2 July 2009 Oxford, United Kingdom In partnership with Saïd Business School, University of Oxford |
 Over the past decade, fundraising
for venture capital and leveraged buyouts has topped $1.5 trillion
globally and the sights of private equity funds have broadened to
include companies of all sizes, sectors, and locations. The Oxford
Private Equity program examines in depth the changes brought about by
the new financing and governance models employed by private equity
and offers a comprehensive framework for assessing the implications
of private equity for individuals and their organizations. The
program combines the rigor of one of the world's great universities
with insights from globally recognized practitioners and advisers to
private equity investors. |
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Investment Management Workshop 6−10 July 2009 Boston, Massachusetts, USA In partnership with Harvard Business School |
 Since its inception in the
summer of 1968, this unique program has proven beneficial to more
than 3,500 executives in the world’s top firms. This intensive
weeklong workshop culminates in intellectually stimulating
discussions and the strong bonds forged through studying and living
together with a broad network of executives from around the globe.
Each day, senior-level practitioners examine a wide range of topics —
from sophisticated investment strategies and firm culture to market
analysis and strategic decision making — that define the context and
realities of the world in which they operate. |
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Financial Analysts Seminar 19−24 July 2009 Chicago, Illinois, USA |
Now in its fifth decade, the Financial Analysts Seminar gathers a distinguished faculty of industry innovators and legendary investors to lead intensive discussions focused on improving the investment decision-making process. Through a combination of lectures, interactive discussions, case study, and informal gatherings, seminar participants will be exposed to a broad range of topics related to the global economic environment, fundamental research and analysis, asset valuation, portfolio management, risk management, asset allocation, firm management, and much more. |
Designed
specifically for the experienced investment professional with a
firm grounding in traditional portfolio management, this five-day
program equips participants with the tools and techniques necessary
to build a successful private wealth management practice. Led by
Wharton faculty, participants will discuss and examine topical
issues through interactive case studies, thoughtful discussions,
and lectures.
This program provides participants
with an intensive and detailed grounding in the workings of
distressed corporate debt markets. The program begins by exploring
the syndicated bank loan market, including characteristics of bank
debt, how loans are traded, and the rights of debt holders at
various levels of capital structure priority. The second day
examines the financial restructuring process for credits in
distress, including the role of loan investors, both within and
outside of bankruptcy. The final day focuses on trading and
investing leveraged credit in distressed debt markets.