Alternative Investments Series

 Thursday, April 14, 2011 (date of first class)
5:00pm – 7:00pm


This educational course is designed for those seeking to gain a broader understanding of alternative investment strategies.


A sound understanding of alternative investments (AI) is fundamental for all serious finance and investment professionals.  This course examines the characteristics, benefits, and risks of the various AI strategies including private equity, hedge funds, and derivatives.  Professionals from prominent local investment firms will lead this series so attendees will obtain unique perspectives on the current market.  Instructors will also share their insights on asset allocation and risk management.


Course offered as a 9-class series: (9 consecutive Thursdays): 5:00 pm to 7:00 pm


Apr 14, 2011 - Introduction to AI: Establishment, Characteristics, Risks, Due Diligence and Regulation

Erik Einerston, CFA, CAIA - Vice President at Wilshire Associates


Apr 21 - Real Estate and REITs

Jan Brzeski - Principal, Standard Capital


Apr 28 - Risk Parity

Bryan W. Johnson, CFA, Vice President, AQR Capital Management


May 5 - Private Equity, Venture Capital, LBO/MBO, and Trends

Brett H. Dulyea, CFA, CAIA, Senior Portfolio Manager, Wells Fargo Wealth Management


May 12 - Long/Short and Market Neutral

Nathan Fischel, MD, CFA - Chief Executive Officer, DAFNA Capital Management


May 19 - Commodity, Managed Futures, and Forward Contracts

Jason ZumBerge, CAIA – Vice President,  Altegris Investments


May 26 - Volatility as an asset class - VIX futures, options, variance swaps, and tail risk hedging

Christopher Cole, CFA, Managing Partner, Artemis Capital Management


Jun 2 - Arbitrage – Convertible etc., and Global Macro

Speaker to be announced shortly


Jun 9  - Asset Allocation, Portfolio Management and Risk Management

Jonathan Miles, CFA, Vice President, Head of Hedge Fund Research, Wilshire Associates


Registration (links directly below):

Price:  $450 for CFALA non-members (for entire series)

            $400 for members (for entire series)

             Register early for seating is limited to 40 seats.


Location:  The TCW Group, 865 S. Figueroa St., Los Angeles, CA 90017

Room:  La Brea / Las Palmas room, 18th floor (light snacks will be provided)

Parking:  Joe's Auto Park at 1000 W. 8th (link to map)

Map:, The nearest train station on the website as: 7th Street / Metro Center Station (Red and Purple lines)

Study Materials: Notes will be provided via e-mail before start of each class, no exams


* Speakers and dates can change without notice.  Refunds will be provided on a pro-rated basis.


For questions about the content of the program or suitability, contact

Rama Malladi, CFA, CAIA, FRM, Director of the Educational Programs, or (714) 453-9763


Payment Information:


Methods of payment accepted: Visa/Mastercard, American Express and Discover. If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number. Mail check to: CFA Society of Los Angeles, 520 S. Grand Ave, Suite 370, Los Angeles CA 90071.


*Credit card payments will not  be accepted, nor should be given, by phone or email. 



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