PRACTITIONER WORKSHOP ON MASTERING MULTI-ALTERNATIVES INVESTING
DAY 1/2 – PORTFOLIO IMPLEMENTATION
Portfolio Implementation
1) Fundamentals of Portfolio Implementation
- The Role of Total Portfolio Approach with Public & Private asset classes
- Strategic Asset Allocation Principles
- Goals-Based Approach
- Regime-Based Approach
- Factor-Based Approach
2) Fund Vehicles
- Liquid Fund Structures
- Semi-Liquid Fund Structures
- Strategy Considerations
3) Investment Due Diligence
- Overview of investment due diligence
- Qualitative, Quantitative, Operational & Business due diligence
4) Defining Market Views and Portfolio Objective
5) Portfolio Allocation and Rebalancing
6) Return Attribution and Asset-Level Rebalancing
7) Use Cases and Practical Issues
DAY 2/3 – PRIVATE MARKET INVESTMENTS
Private Market Investments
1) Introduction to Private Market Investments
- Commitment Models & Forecasting Cash Flows
- Maintaining & Deciding on an Appropriate Allocation
- Managing Unfunded Commitments
2) Private Debt: Fundamentals
- Overview of Capital Structure
- Liquidity, Interest Rates and Credit
- Categorization of Private Debt Strategies
- Private Corporate Lending & Asset-based Lending
3) Private Corporate Lending
- Trends in private corporate lending
- Secured direct lending, Mezzanine, Venture & Distressed debt
- Risk and return
4) Asset Allocation / Portfolio Construction
5) Use Cases and Practical Issues
DAY 3/4 – ASSET BASED LENDING & DIGITAL ASSETS
Asset Based Lending & Digital Assets
1) Asset Based versus Cash Flow Based Lending
- Real Estate, Infrastructure & Farmland Debt
- Balance Sheet Lending & Specialty Finance
2) Risk and Return
3) Use Cases and Practical Issues
Digital Assets
- An overview of Digital Asset Ecosystem
- An introduction to Blockchain Technologies
- Evolution of Digital Assets
- Primary Use Cases: DeFi, Token Securities, Web3.0
DAY 4/5 – PRIVATE EQUITY
Private Equity
1) Introduction to Private Equity
- Private vs. Public Equity Markets
- Performance Measurement & Style of Investing
- Private Equity Performance Expectations
2) Venture Capital
- Stages of Venture Capital Investing
- Venture Capital Fund Analysis & Investing
3) Growth Equity
- Introduction & The Role of Growth Equity
4) Buyout Strategies
5) Private Equity Portfolio Implementation
6) Use Cases and Practical Issues
REGISTRATION & PAYMENT INFORMATION
Fee: USD 1,500
(Conference fees only, per person)
Payments should be made to the account details of CountryWealth Advisors Ltd as follows:
UGX Account
- Account Name: CountryWealth Advisors Ltd
- Bank: NCBA Bank
- Account Number: 219707200018
- Branch: Rwenzori Towers
USD Account
- Account Name: CountryWealth Advisors Ltd
- Bank: NCBA Bank
- Account Number: 219707200025
- Branch: Rwenzori Towers
CONTACT INFORMATION
Ruth Amongin
Chief Executive Officer, CFA Society East Africa
4th Floor, AHA Towers, Lourdel Road, Kampala, Uganda
Joanitah Nantongo
Phone: +256 781 181819
Email: [email protected]