Grow/Protect Wealth: Alternative Investments

Gain a broad understanding of alternative investments, required by many sophisticated investors to both diversify and optimize portfolios and reduce risk, as well as to enhance portfolio performance. Learn how to identify and position individual products to meet specific needs of clients.

No sessions currently available. Contact client services to get the next available date.
CPE CREDITSCFP CREDITS
14.014.0
New Private Bankers, New Wealth advisers, Brokers who are going to cover broader wealth solutions, Portfolio Managers and other Product Specialists requiring an in-depth overview of wealth management, Individuals working in the finance arena
No advance preparation required.
Students will be able to:
  • Gain a broad understanding of alternative investments
  • Identify and position individual products to meet specific needs of clients
Hedge Funds – Online or equivalent knowledge. Financial calculator required.
Part 4 of the Wealth Management Program
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

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 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.