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Tim Pagliara to Attend CFA Institute’s Investment Management Workshop at Harvard Business School

CapWealth CEO and Chairman Tim Pagliara will attend the Investment Management Workshop, a joint program by CFA Institute and Harvard Business School, on June 25-29, 2017. The executives who participate will focus on three fundamental business concerns: management issues, business strategy and development, and investment strategy.

CapWealth Chairman and CEO Tim Pagliara

For almost 50 years, the Investment Management Workshop (IMW) has played an essential role in shaping the principles and practices of investment management across the globe. This renowned program, developed by Harvard Business School (HBS) Executive Education and CFA Institute, brings together highly accomplished faculty and leading executives from around the world to confront the ever-changing challenges that define the investment management industry. Since its inception in 1968, the program has provided a forum for more than 3,500 participants to share broad-ranging insights and investigate cutting-edge strategies for balancing risk and return.

Among other issues, Tim and the other workshop participants will explore:

  • Disruptive innovations in both products and services in investment management
  • The challenges of size for both asset allocators and asset managers
  • Investing in a world of low expected returns
  • The future of hedge funds and private equity
  • The rise of smart beta and its implications for the competitive landscape of the active investment management industry
  • Fintech as a disruptive force in the investment management industry and strategic responses from incumbents
  • The drivers of success for activism as an investment strategy
  • Innovative fee structures for institutional investors
  • Investment decisions in a world of low expected returns
  • Implications of the growth in index investing for markets and for the investment management industry
  • Co-investments in private markets
  • Trade execution in a world of high frequency trade and multiple execution venues
  • Liquidity management in uncertain times
  • Innovative investment strategies and the search for alpha in today’s environment


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