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

Apr 19, 2012 - Introduction to AI: Establishment, Characteristics, Risks, Due Diligence, Regulation

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

Apr 26 - Real Estate and REITs

Jan Brzeski - Principal, Arixa Capital Advisors

May 03 - Quant Trading Strategies

Rishi Narang, T2AM LLC, Founding Principal

May 10 - Risk Parity

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

May 17 - Risk Management in Hedge Funds

Ramesh Pandey, Head of Analytics, Western Asset Management

May 31 - Commodity, Managed Futures, and Forward Contracts

Jason ZumBerge, CAIA – Vice President,  Altegris Investments

June 07 - Volatility as an asset class - VIX futures, options, variance swaps, and tail risk hedging

Christopher Cole, CFA, Managing Partner, Artemis Capital Management

Jun 14 - Private Equity and Venture Capital 

Rama Malladi, CFA, CAIA, FRM, Vice President, Kubera Investments

Jun 21  - Asset Allocation, Portfolio Management and Risk Management

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

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