Yale School of Management

Advanced Risk and Investment Management

Validate and expand your expertise with this state-of-the-art executive seminar series in the US and Europe

Multi-Asset Investment Products and Solutions 

July 16 – 18, 2019

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Seminar Details 

Program fee covers course materials, refreshments at breaks, and lunch – see admissions for details.
Location: Yale School of Management
Program Fee: €5,400 / $6,650 for reference
Contact: jenna.pettit@yale.edu

Yale School of Management is teaming with EDHEC-Risk Institute to deliver three targeted seminars in advanced techniques for investment management

The focus of these seminars is on utilizing the latest academic insights to help investment professionals better understand and implement advanced investment approaches and methodologies.

The seminars provide relevant academic insights with respect to some of the most important dimensions of the investment process, including implementing disciplined risk and asset allocation decisions, efficiently harvesting factor risk premia across and within traditional and alternative asset classes, and designing truly meaningful forms of liability-driven or goal-based investment solutions.

Who should attend

The seminar series is intended for senior officers, investment specialists and administrators working for buy- and sell-side institutions, and for consultants and key account representatives advising high net worth individuals and institutional investors.

  • Participating faculty
    Frédéric Blanc-Brude
    Director, EDHEC Infrastructure Institute (EDHECInfra Singapore)
    James Choi
    Professor of Finance, Yale School of Management
    Lionel Martellini
    Professor of Finance, EDHEC Business School; Director, EDHEC-Risk Institute
    Will Goetzmann
    Edwin J. Beinecke Professor of Finance and Management Studies, Director of the International Center for Finance, Yale School of Management 
    Dominic O'Kane
    Affiliated Professor of Finance, EDHEC Business School
    Nikolaos Tessaromatis
    Professor and Director, MSc Risk and Finance, EDHEC Business School
    Raman Uppal
    Professor of Finance, EDHEC Business School
    K. Geert Rouwenhorst
    Robert B. and Candice J. Haas Professor of Corporate Finance & Deputy Director of the International Center for Finance, Yale School of Management

  • Testimonials

    “The faculty had such a great combination of academic and real market expertise. Very high level of competency amongst participants. Highly useful content for applicability to my daily work.” – James Egan, Senior Vice President and Director of Fixed Income Department, Janney Capital Management LLC , USA

    “Superb integration of theory and practice.  Returned with extremely valuable insights, takeaways, and implementation ideas.” – John Siska, Managing Director, Eccleston Partners, Spain

    “Very interesting seminar; both academic and practical point of view are balanced and well presented.” – Sofiane  Tafat, Portfolio Manager at Desjardins Asset Management, Canada

  • Registration

    Next seminar: Multi-Asset Investment Products and Solutions

    July 16 – 18, 2019 | €5,400/$6,650 for reference 
    Program fee covers course materials, refreshments at breaks, and lunch. 
    LOCATION: Yale School of Management 

    How do I explain the benefits of the certificate program to my supervisor?

    Download the Sample Justification Letter.

    Can’t attend in person? 

    Distance-learning is available for all seminars through two-way, real-time video. 

    Group Program Fee Benefits

    10% off per seminar for groups of 5 or more.
    15% off per seminar for groups of 10 or more.
    20% off for the seminar series for groups 3 or more.

    Contact Jenna Pettit (+1 203-432-0122) for more information.

  • Video recordings

Upcoming seminars

  • Harvesting Risk Premia in Alternative Asset Classes and Investment Strategies Seminar

    New dates coming soon | in New Haven, CT

    Day 1: Foundations and recent research advances in private equity, hedge funds, real estate and fine art 
    Day 2: Commodities: Investment narrative and fundamentals of commodity investing 
    Day 3: Infrastructure: Investment narrative, asset pricing and performance measurement

  • Multi-Asset Investment Products and Solutions Seminar

    JULY 17-18, 2019 | in New Haven, CT

    Day 1: Risk and asset allocation decisions 
    Day 2: Liability-driven and goal-based investing solutions 
    Day 3: Exploiting predictability in asset class and active management returns

  • Harvesting Risk Premia in Equity and Bonds Markets Seminar

    New dates coming soon | in New Haven, CT

    Day 1: Foundations and recent research advances in equity portfolio management 
    Day 2: Equity factor investing in practice: Applications to portfolio management 
    Day 3: Efficient harvesting of interest rate and credit risk premia

Continuing Professional Education Credits:

EDHEC-Risk Institute is registered with the CFA Institute as an Approved Provider of continuing education programs.

EDHEC Risk Institute is registered with GARP as an Approved Provider of continuing professional education credits for FRMs and ERPs.

For IMCA members, IMCA will grant 12 hours (two day seminars) and 18 hours (three day seminars) of CE credit toward the CIMA, CIMC, and CPWA certifications.

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