This comprehensive course provides an in-depth exploration of alternative investment strategies, focusing on private equity, hedge funds, and real assets that complement traditional investment portfolios. Participants will learn about the unique characteristics, risk-return profiles, and due diligence processes associated with these sophisticated investment vehicles. The curriculum covers fundraising, deal sourcing, investment structuring, and exit strategies across various alternative asset classes. Through detailed case studies and practical analysis, learners will develop the expertise to evaluate, select, and manage alternative investments that enhance portfolio diversification and potentially generate superior risk-adjusted returns for institutional and high-net-worth investors.
Alternative Investments: Private Equity, Hedge Funds, and Real Assets
Banking, Insurance and Financial Services
October 25, 2025
Introduction
Objectives
Upon completion of this course, participants will be able to:
- Evaluate different types of alternative investments and their characteristics
- Analyze private equity deal structures and investment processes
- Assess hedge fund strategies and performance metrics
- Value real assets including real estate, infrastructure, and commodities
- Conduct due diligence on alternative investment managers
- Structure portfolios incorporating alternative assets
- Understand regulatory and compliance considerations
- Monitor and report on alternative investment performance
- Navigate liquidity considerations and lock-up periods
Target Audience
- Investment Professionals
- Portfolio Managers
- Wealth Managers
- Family Office Staff
- Institutional Investors
- Financial Advisors
- Risk Management Professionals
- Alternative Investment Analysts
Methodology
- Case studies on alternative investment successes and failures
- Due diligence simulation exercises
- Portfolio construction workshops
- Investment committee role-playing
- Performance analysis exercises
- Regulatory compliance scenarios
Personal Impact
- Enhanced alternative investment knowledge
- Improved due diligence capabilities
- Stronger portfolio construction skills
- Better risk assessment abilities
- Enhanced investment decision-making
Organizational Impact
- Improved portfolio diversification
- Enhanced investment performance
- Better risk management
- Increased client satisfaction
- Competitive advantage in alternatives
Course Outline
Unit 1: Alternative Investments Overview
Market Landscape- Definition and scope of alternative investments
- Historical performance and characteristics
- Role in portfolio diversification
- Market size and growth trends
Unit 2: Private Equity
Investment Strategies- Venture capital financing stages
- Leveraged buyout structures
- Growth equity investments
- Distressed and turnaround investing
- Fund structuring and terms
- Due diligence processes
- Value creation strategies
- Exit planning and execution
Unit 3: Hedge Funds
Strategy Categories- Long/short equity strategies
- Global macro approaches
- Event-driven investing
- Relative value and arbitrage
- Hedge fund performance metrics
- Risk management frameworks
- Fee structures and alignment
- Liquidity terms and gates
Unit 4: Real Assets
Investment Types- Commercial real estate investing
- Infrastructure assets and projects
- Natural resources and commodities
- Timberland and agriculture
- Income approach valuation
- Replacement cost analysis
- Comparable transaction methods
- Cash flow modeling techniques
Unit 5: Due Diligence
Manager Assessment- Operational due diligence processes
- Investment process evaluation
- Team assessment and experience
- Track record analysis
- Counterparty risk evaluation
- Liquidity risk analysis
- Regulatory compliance review
- Operational risk assessment
Unit 6: Portfolio Construction
Strategic Allocation- Portfolio optimization with alternatives
- Risk budgeting approaches
- Liquidity management strategies
- Rebalancing considerations
- Direct vs fund investments
- Co-investment opportunities
- Secondaries market strategies
- Monitoring and reporting frameworks
Unit 7: Regulatory Environment
Compliance Framework- SEC regulations and requirements
- AIFMD and European regulations
- Tax considerations and structures
- Reporting and disclosure standards
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