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Overview
The Wealth Management Program at Stanford will allow participants to
increase their depth of knowledge in key areas of wealth management while
having the unusual opportunity to meet and work with others who have also
realized a liquidity event. The core
curriculum will focus on the fundamentals of wealth management:
-
Modern Portfolio
Theory
-
Asset Allocation
-
Alternative Investments: Hedge Funds, Private Equity and Venture Capital
-
Selecting and Evaluating Advisor and Funds
- Estate and Tax Issues
Integrated
into the program will be classes on:
-
What is Money For?
- Raising Responsible Children in Materials Abundance
- Philanthropy: Maximizing the Impact of Your Giving
Highlighted Sessions
Case
Study: The Leland Family Exercise
Attendees of the Wealth Management Program will be introduced to Paul Leland, a technology entrepreneur who recently sold his company. He lives with his wife, Sarah, in Palo Alto, and they have two young children.
Through role playing and a variety of case studies, attendees will confront the primary investing challenge that this family is facing, the development of an investment policy and its implementation through the construction of the portfolio.
Attendees will also help Paul evaluate the impact the money may have on his values and lifestyle and help him define his overall goal for his wealth: to spend it, leave it, or give it away.
[Download Sample Schedule (PDF)]
Programs, dates, fees, and faculty are subject to change. |
