Introduction to Alternative Investments - Evening

This course gives an introductory look at alternative investments for the individual investor, including real estate, hedge funds, venture capital, private equity and commodities.

No sessions currently available. Contact client services to get the next available date.
CPE CREDITS
10.0
Financial analysts, individual investors, asset allocators, high-net worth managers, specialists and financial planners.
No advance preparation required.
None.
  • Portfolio Management Program
  • Hedge Funds
  • Structured Products Suite
  • Convertible Bonds
    • SESSION ONE
    Overview of Alternative Investments
    • Traditional Investments - Types
    • Alternative Investments - Types
    • Alternative Investments – Role in Modern Portfolio Theory

    What Hedge Funds Are

    • Definition of a Hedge Fund
    • Common Hedge Fund Traits

    Hedge Fund

    • History of the Hedge Fund Industry
    • Size and Growth of the Industry

    How a Hedge Fund Works

    • Legal Structures and Documentation
    • Managed Accounts
    • Industry Players

    SESSION TWO
    Hedge Fund Strategies
    • Directional vs. Arbitrage Strategies
    • Hedge Fund Styles and Strategies

    Evaluating Hedge Funds

    • Alpha
    • Statistical Measures of Performance and Risk
    • Portfolio Management
    • Use of Leverage

    SESSION THREE
    What Commodity Trading Advisors Are
    • Definition of a Commodity Trading Advisor
    • Markets
    • Risks

    Private Equity

    • Private Equity - Definition
    • Private Equity - Legal Structures
    • Private Equity vs. Hedge Funds

    SESSION FOUR
    Real Estate
    • Real Estate Structures
    • Role in Portfolio Diversification
    • Valuation Methods

    Clients who register for this course will receive a complimentary 4-month subscription to FT.com. The Financial Times is the world's most respected financial newspaper, providing a broad assessment on finance, business and the industrial sector. The move to the electronic version follows an ongoing review of our environmental responsibilities as a global business and as part of the Pearson group. FT.com also has features that are not available in hard copy, such as: Special Reports, Alphaville, editor blogs, education sections and much more! Subscriptions will start within 6-8 weeks of the start of class and are limited to one subscription per client. (Please note: as of May 1, 2011, the electronic subscription replaces the hard-copy 3-month Financial Times subscription.)

    Lunch is included for all students taking day classes.