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,
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)
Map: http://bit.ly/gZojfg, 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, rmalladi@gmail.com 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.
