Alternative Investment Series
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.
As a course participant, you will have access to the corresponding course recording. If you sign up as a series registrant, you will have access to all 10 course recordings. Access to course recordings expire after 60 days.
|1||Tuesday, April 6||Introduction to Alternative Investments||Drew Chan, CAIA||First Foundation Advisors|
|2||Tuesday, April 13||Real Estate and REITs||Christopher Hartung||Terra Firma Asset Management|
|3||Tuesday, April 20||Hedge Funds||
— Nic Millikan, CFA
— CAIS IQ
|4||Tuesday, April 27||Venture Capital||— Ghufran Rizvi
— Nick Pasco
|HC Global Fund Services|
|5||Tuesday, May 4||Private Equity||— Vincent Calcagno
— Scott Burger
|— Agile Fund Solutions
|6||Tuesday, May 11||Cryptocurrency/Blockchain||Nik Bhatia, CFA||USC|
|7||Tuesday, May 18||Target Outcome, Buffered, and Tail Risk Strategies||Matt Lloyd||Advisors Asset Management|
|8||Tuesday, May 25||Risk Management||Ramesh Pandey, PhD||Western Asset Management|
|9||Tuesday, June 1||Commodity, Managed Futures, and Forward Contracts||— Andrew Nelson, CFA
— Anuj Talati
|10||Tuesday, June 8||Asset Allocation, Portfolio Management||Karyn Williams, PhD||Hightree Advisors|
*Instructors and dates are subject to change. All changes will be marked in red.
Eligible for 20 CE Credits for CFA Charterholders; Course offered as a 10-class series: (10 consecutive Tuesdays).
Class Handouts and Zoom Meeting Links will be provided via email every week on Tuesday by noon. There are no exams!
Registration Fees (Individual Classes - All Classes Available for Individual Registration)
We accept the following:
If you prefer to pay by check please email email@example.com and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
Mail Check To:
CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Series Enrollee Cancellations must be made in writing and received at least 5 business days before the first day of class. All cancellations will incur a $30.00 processing fee. If enrollment is canceled after the 5-day deadline, a 50% cancellation fee will be charged. Series Enrollees will not be refunded for any individual classes they miss. Please fax to the CFALA office at (213) 613-1233 or email firstname.lastname@example.org.
Individual Course Cancellations must be received in writing by 9:00 am the day prior to the course to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or email email@example.com.
Rama Malladi, PhD, CFA, CAIA, FRM, PMP
|As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 20 credit hours (or 2 hours per course). If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.|