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The Stanford Wealth Management program is a five-day, intellectually rigorous wealth management program designed in collaboration with the Institute for Private Investors. The objective of the program is to help attendees confidently oversee the construction of their portfolios, select advisors and evaluate managers. Nobel Laureate William F Sharpe will teach a course on 'Investment Risks and Returns'. The program specifically addresses how investors should respond to the recent financial crisis.
In addition to the core wealth management courses, the program asks attendees to address the complexities of wealth through two courses: What Is Money For? and Raising Responsible Children in Abundance.
The program allows participants to increase their depth of knowledge in key areas of wealth
management while having the unusual chance to learn alongside other individuals with significant wealth.
The case studies for the program will be directly related to the wealth management issues that a newly
liquid individual may experience.
Founded in 1991, IPI is a membership organization of more than 1,000 private investors. Four out of five families oversee $50 million or more, with more than one fourth controlling investable assets of $200 million or more. Importantly, seven out of ten are family members, either the wealth creator or an inheritor. IPI sells no advice or products, and remains a safe harbor for families who value the confidentiality, education and networking of the community. Membership dues and educational fees are the sole revenue source of IPI.
Private investors join IPI to educate themselves to be more sophisticated stewards of their wealth. IPI brings more than 15 years of experience educating private investors to the development of this program.
Additional information about IPI can be found at: http://www.memberlink.net
The Stanford Graduate School of Business represents a community of people who believe in the power of ideas, make an impact on the world around them, and lead the wave of innovation that new ideas generate.
Program dates, fees, and faculty are subject to change. If a program is cancelled, Stanford will refund the program tuition in full but is not responsible for travel, accommodations or other expenses incurred by the participant.
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