Investing in Alternative Assets
In-house
This practical one day course has been designed for portfolio managers, private and institutional investors who want to understand the characteristics of alternative asset classes and how to implement them in a portfolio.
By the end of this training you will:
- Understand the characteristics of private equity, hedge funds, commodities and real estate
- Be able to evaluate their risk/return profiles
- Asses correlation between them when implementing in a portfolio
- Choose the right exposure within each asset class
Course level: Introductory
No prior knowledge of alternative asset classes is required to attend this course.
If you want to learn more about private equity or hedge funds you may want to attend our 2 day courses:
Investing in Private Equity and Hedge Fund Strategies
Main Topics Covered During This Training
- Hedge fund strategies: relative, event driven, fixed income, statistical arbitrage
- Hedge funds and the credit crunch
- Private equity funds
- Fundamentals of commodity markets: oil and gas, metals, soft commodities
- Investing in commodities through equity investments and index funds
- Real estate fundamentals
- Real estate investment vehicles: direct vs. indirect
- REITS
Who Should Attend
- Asset and portfolio managers
- Junior fund managers
- Institutional Investors
- Private Bankers
- Private Investors
- Consultants
- Financial Advisors
and everyone who has some exposure to private equity, hedge funds, commodities and real estate and wants to understand those asset classes.
No prior knowledge of alternative asset classes is required to attend this course.
Teaching Method
This is a highly practical course where tutor will be focused on teaching strategies that can be taken back to your business and put into immediate effect.
In order to help us establish your individual and business concerns, you will be asked to fill pre-course questionnaire.
You will benefit from a comprehensive course book.
Because of the nature of the course the number of places is limited and will be filled on first come, first accepted basis. We advise to book in advance in order to avoid disappointment.
Introduction to Investing in Alternative Assets - One Day Training
Alternative investments overview
- Alternative investments defined
- Different asset classes and historic relationships
Hedge fund strategies
- Fundamentals of hedge funds
- Hedge fund strategies
- Relative value investing
- Event driven
- Fixed income
- Statistical arbitrage
- Hedge funds and the credit crunch
- Private equity funds
- What is private equity?
- How returns are generated
- A typical private equity transaction
Commodities
- Fundamentals of commodity markets
- Oil & gas
- Metals
- Softs
- Investing in commodities
- Equity investment
- Index funds
- Forward curve issues
Real estate
- Real estate funds
- Real estate as an asset claim
- Real estate fundamentals
- Leases and rentals
- Property taxation
- Real estate investment vehicles
- Direct vs. indirect investing
- REITS
The course director is a qualified chartered accountant who begun his career in Grant Thornton International and since 1986 worked in Ernst & Young as a senior manager in the corporate advisory team, working on major acquisitions, disposals, IPOs and insolvency/restructuring transactions.
In 1989 he joined Threadneedle Asset Management as an analyst, becoming a fund manager specialising in income funds in 1991. In 1996 he joined Scottish Widows Investment Partnership as a director in the UK Equity team, again specialising in income funds. On becoming head of UK Equities in 1998, he introduced a new investment process incorporating cash flow based corporate valuation techniques. In 2000 he was appointed head of UK Equities when Scottish Widows was acquired by Lloyds Bank and he led the integration of the UK Equity teams.
In 2001 he joined HSBC Asset Management as European Head of Equity Research, managing a team of analysts in Paris and London tasked with developing a new research team and research process.In 2004 he was appointed Global Head of Equity Research, responsible for 60 global equity research analysts and 40 global credit analysts. He developed a global valuation and research process, training local analysts in Europe, the US and Asia in its use.
In 2006 he joined BG Consulting Group, a professional training company, as the head of investment banking and investment management managing a team of 12 trainers. His experience at BG included managing major graduate programmes for investment banking and investment management clients, training graduate to managing director level participants and advising clients on their training requirements for accountancy, corporate finance and valuation, investment management and private wealth training.
His clients have included HSBC, Morgan Stanley, Deutsche Bank, Citigroup, Allen & Overy, JP Morgan, Barclays Bank, Barclays Wealth, Morgan Stanley Investment Management and Schroders.
IN-HOUSE TRAINING
If you have a team of 4 or more this course can be customised and organised in-house at your convenience. Contact one of our advisors to find out more.
Call us now on +44 (0) 207 193 5035
or send an e-mail to enquiry@eurekafinancial.com
