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New York Institute of Finance

Advanced Alternative Investments

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Next dates

Jul 25
New York, New York, United States
USD 1255
USD 1255 per day

Description

Learn advanced valuation, risk management and portfolio management techniques applied to alternative asset classes.

This course is a component of the Advanced Portfolio Management Professional Certificate.

Prerequisite knowledge:

  • Intermediate MS Excel skills (data tables, lookup functions, solver, etc.)
  • Basic probability and statistics

CURRICULUM

Day 1

MODULE 1: REAL ASSETS

  • Real estate as an asset class
  • Core, value-added and opportunistic real estate
  • Real estate indices
  • Public and private real estate risks
  • Portfolio allocation within real estate

MODULE 2: COMMODITIES

  • Role of commodities in diversified portfolios
  • Methods of delivering commodity returns
  • Commodity futures strategies
  • Risk management for commodity portfolios

MODULE 3: HEDGE FUNDS AND MANAGED FUTURES

  • Managed futures: Strategies and sources of return
  • Risk and performance analysis of managed futures strategies
  • Structuring investments in CTAs
  • Hedge fund replication
  • Convertible arbitrage
  • Global macro and currency strategies

  • Equity strategies
  • Funds of hedge funds

MODULE 4: PRIVATE EQUITY

  • Private equity fund structures
  • Building a private equity portfolio
  • Fund manager selection
  • Benchmarking and measuring private equity performance
  • Private equity fund valuation
  • Liquidity management

WHAT YOU'LL LEARN

  • Learn how to evaluate the opportunities and risks of alternative investments
  • Develop a deep understanding of the role of alternative asset classes in diversified portfolios
  • Understand the prevalent hedge fund strategies and the implications for diversified portfolio performance
  • Understand the interrelationships between strategies across asset classes

Who should attend

  • Hedge fund analysts
  • portfolio managers
  • wealth managers
  • private wealth managers and financial advisors.
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