04-19-2012 Alternative Investments Series
Alternative Investments Series
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.
Eligible for 18 CE Credits for CFA Charter holders
Course offered as a 9-class series: (9 consecutive Thursdays): 5:00 pm to 7:00 pm
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Apr 19, 2012 - Introduction to AI: Establishment, Characteristics, Risks, Due Diligence, Regulation |
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Erik Einerston, CFA, CAIA - Vice President at Wilshire Associates |
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Apr 26 - Real Estate and REITs |
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Jan Brzeski - Principal, Arixa Capital Advisors |
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May 03 - Quant Trading Strategies |
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Rishi Narang, T2AM LLC, Founding Principal |
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May 10 - Risk Parity |
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Bryan W. Johnson, CFA, Vice President, AQR Capital Management |
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May 17 - Risk Management in Hedge Funds |
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Ramesh Pandey, Head of Analytics, Western Asset Management |
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May 31 - Commodity, Managed Futures, and Forward Contracts |
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Jason ZumBerge, CAIA – Vice President, Altegris Investments |
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June 07 - Volatility as an asset class - VIX futures, options, variance swaps, and tail risk hedging |
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Christopher Cole, CFA, Managing Partner, Artemis Capital Management |
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Jun 14 - Private Equity and Venture Capital |
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Rama Malladi, CFA, CAIA, FRM, Vice President, Kubera Investments |
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Jun 21 - Asset Allocation, Portfolio Management and Risk Management |
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Jonathan Miles, CFA, Vice President, Head of Hedge Fund Research, Wilshire Associates |
Address: 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
Price: $450 for CFALA non-members and $400 for members (for all weeks)
Study Materials: Notes will be provided via e-mail before start of each class, no exams
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
