40th Annual Investment Management Workshop
| Download the 40th Annual Investment Management Workshop application (PDF) |
| We are no longer accepting applications for this year's program |
7-11 July 2008
Harvard Business School
Boston, Massachusetts, USA
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. CFA Institute and Harvard Business School are pleased to offer the 40th Annual Investment Management Workshop to help build the critical leadership capability needed in today’s investment management community.
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.
Workshop participants will:
- Discuss challenges that investment management professionals face today
- View competitive strategy in both a local and a global context
- Explore innovative investment management techniques and reflect on their long-term implications
- Analyze successful and unsuccessful investment strategies
- Investigate new concepts and investment theory — and consider their impact on the evolution of the industry
- Exchange ideas and experiences with peers from around the world
| View admissions process and criteria |
| View topics and agenda |
| Download the 40th Annual Investment Management Workshop brochure (PDF) |
| Earn 33 CE Program credits / Get credit for other designations |
Who Should Apply
- CEOs of asset management firms
- Chief investment officers
- Senior portfolio managers and analysts
- Directors of research
Questions? Contact us






