Alternative Investment Series

Tuesdays, 5:00 pm - 7:00 pm (PST)
Location: Online Workshop Series (Zoom Meeting)
Schedule: See Below
Time: 5:00 pm - 7:00 pm (PST) (10 Tuesdays)
Add to Calendar 06/8/2021 5:00 PM 06/8/2021 7:00 pM America/Los_Angeles Alternative Investment Series Alternative Investment Series Online Workshop Series (Zoom Meeting) CFALA false MM/DD/YYYY
This educational series 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.

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. 


Week Date Course Instructors Firm
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
Scott Zipfel, CFA, CAIA


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
$250 (Member) | $300 (Non-Member)

Registration Fees (Individual Classes - All Classes Available for Individual Registration)
$30 (Member) | $35 (Non-Member)

Payment Information
We accept the following:

If you prefer to pay by check please email 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

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
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.
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