Introduction to Alternative Investments - Day

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

02-Jun-2008 -- 03-Jun-2008New YorkUSD$2375
NY Institute of Finance - Midtown9:00am - 4:30pm Instructional Method:
Group-Live
Instructor(s): [ Various Instructors; ] Mon Tue Level: Basic
CPE Credits: 14.0

14-Aug-2008 -- 15-Aug-2008New YorkUSD$2375
NY Institute of Finance - Midtown9:00am - 4:30pm Instructional Method:
Group-Live
Instructor(s): [ John Palicka;Lance Eckel; ] Thu Fri Level: Basic
CPE Credits: 14.0

Financial analysts, individual investors, asset allocators, high net-worth managers, specialists and financial planners.
No advance preparation required.
Students will be able to:
  • Understand the investment reason for alternative investments
  • Understand how alternative investments differ from traditional investments
  • Evaluate the risk/return characteristics
  • Be familiar with the basic methods used to determine investment approaches towards valuation and risk measurement
  • Learn about major regulatory and accounting issues associated with alternative investments
  • Explore why and how alternative investment issues can be hidden among traditional investments
None.
"Very knowledgeable instructor; he kept the course interesting."
"The small class size encouraged interactive, open discussion."
  • Portfolio Management Suite
  • Hedge Funds
  • Structured Products Suite
  • Convertible Bonds
    • DAY 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

    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

    DAY TWO

    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

    Real Estate

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

    Clients who register for this course will receive a complimentary 6 month subscription to the Financial Times and FT.com. The Financial Times is the world's most respected financial newspaper, providing a broad assessment on finance, business and the industrial sector. Subscriptions will start within 6-8 weeks of the application process and are limited to one per client. For questions about your subscriptions call 800-628-8088 or email uscirculation@ft.com. US and Canada enrollees only.

    Lunch included for all students taking day classes.