Wharton

Portfolio Concepts and Management

Monday, May 12 - Thursday, May 15, 2025

The Inn at Penn, a Hilton Hotel,

Philadelphia, PA

Sessions Include:

Tentative Outline:

Introduction and Overview of Financial Assets
Fundamentals of Portfolio Theory
Performance Evaluation
Managing Pensions in a Risky Global Environment
Fundamentals of Valuation
Macroeconomic Issues and Financial Markets
Asset Allocation and Impacts of Risk on Return.