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Alternative Investments Workshop Series

Event Description

Alternative Investments Workshop Series

11 to 13 May 2020

Trainer : Mr. Tariq Dennison​

Eligible for FTS (from IBF)
This workshop is eligible for 7 CE and CPD hours per day per module​

--------------------------------

This series of three full-day workshop module provides attendees with an introduction to major alternative assets classes, including hedge funds, private equity, collectibles, commodities and cryptocurrencies, with examples useful to wealth managers, family offices, and other investors in alternative investments.

The first two full day modules cover what alternatives are and how they are structured (e.g. master-feeder structures), public vs private equity, an outline of hedge fund strategies, and finally a survey of assets including ranging from fine art and gold coins to cryptocurrencies and catastrophe bonds.

The third day is an interactive investor pitch day simulation where attendees will form teams and practice presenting their ideas for an alternative investment offering to the instructor and audience.  To participate in day 3, attendees must sign up for day 1, or day 2, or both.

Program:

11 May 2020, Monday (Module 1)
Introduction to Private Equity and Alternative Investment Structures
FTS Programme code : P180829LEG

Morning : Alternatives 101: Structuring and Asset Allocation

Course Objectives:

  • Understand why investors consider alternative assets
  • Explain and apply the Yale model and endowment model of alternative asset allocation
  • Practice risk management and return estimation of alternative assets
  • Understand common legal, compliance, and tax structuring issues and solutions 

Course Outline / Modules:

  1. Essentials of asset allocation of portfolio construction including alternatives
  2. Introduction to the Yale model and endowment model
  3. Basics of risk management and return estimation
  4. Regulation of alternative investments across some sample jurisdictions
  5. The GP/LP and master-feeder structure solutions for investors across jurisdictions

Afternoon : Private Equity 101

Course Objectives:
  • Understand how private equity is different from public equity, listed PE, MLPs, BDCs, and other funds
  • Explore how venture capital and leveraged buyouts make money, with examples
  • Review the essentials of due diligence and valuation required for private equity

 Course Outline / Modules:

  1. Basics of Venture capital: Stages, Drivers, and Exits
  2. Leveraged Buyouts
  3. Due diligence
  4. Valuation
  5. Basics of listed private equity, MLPs, BDCs, and other listed "PE-like" vehicle

12 May 2020, Tuesday (Module 2)
Introduction to Hedge Funds, Collectibles, Commodities and Cryptocurrencies
FTS Programme code : P180829ZEL

Morning : Hedge Funds 101

Course Objectives:

  • Understand how hedge funds are different from mutual funds and other funds
  • Explore many different hedge fund strategies with examples
  • Explain the role of funds of funds, smart beta, alternative alpha, and other comparable products

Course Outline / Modules:

  1. Survey of different hedge fund strategies, features, and fee structures
  2. Equity strategies: the basics of long/short, event driven, and activists
  3. Fixed income strategies: relative value, convertible arbitrage
  4. Macro strategies: from George Soros to emerging markets
  5. Funds of hedge funds and hedge-fund like ETFs

Afternoon : Collectibles, Commodities and Cryptocurrencies

Course Objectives:

  • Understand different categories and features of investments in collectibles (e.g. art, wine, rare coins)
  • Explore the advantages and disadvantage in owning gold via collectible, physical bar, ETF, or futures
  • Understand how investors can access and profit from commodities like oil, copper, and sugar
  • Introduce the essentials of blockchain, cryptocurrencies, and network value
  • Describe how some digital assets are like commodities while others are like private equity

Course Outline / Modules:

  1. Survey of the collectibles market, and what makes collectibles a store of value
  2. Gold investment: 4 different ways and the advantages and disadvantages of each
  3. Trade and tracking examples on commodities by an investor or CTA
  4. Crash course on blockchain and the valuation and trading of crypto assets


13 May 2020, Wednesday (Module 3)
Interactive Simulation: Group Presentations of Alternative Investment
FTS Programme code : P180829XLH

Course Objectives:

  • Apply lessons from other modules into a practical investor presentation
  • Review related issues around set-up, structuring, due diligence, process, etc.
  • Answer questions and receive critical feedback that can be applied to real-life investment decisions

Course Outline :

Attendees for module 3 must attend either module 1, or module 2, or both, and form into groups of 2, 3 or 4 attendees who will work together to develop and present an alternative investment pitch to a sample investor (the instructor) of about 30-60 minutes per group (depending on number of sign-ups) including Q&A and critical response.

This is a hands-on opportunity to put all the lessons from at least two of the previous modules into practice and apply them to a real example of an investment that an investor may actually want to put money into.  Attendees should be prepared to answer questions on due diligence, structuring, valuation risk management, the team's background, and just about anything else that might get asked in the real world.

Course Fee:

CFA Society Singapore member price : S$650* per module (Early Bird fee) / S$780* per module (Standard fee)

Non-member price : S$850* per module (Early Bird fee) / S$980* per module (Standard fee)

Early bird fee valid till 17 April 2020

* Prices before 7% GST

* 10% off for signup of 2 or more modules per delegate

TERMS AND CONDITIONS

•Registration will only be confirmed upon receipt of the registration form and full payment.
•No cash payment will be accepted for on-site registration.
•If any registered participant is unable to attend, a replacement is welcome, but a top-up may apply depending on the
membership category of the replacement participant. However, no refund would be made.
•CFA Society Singapore reserves the right to:
 * cancel, postpone or make any changes to the terms of the event at its sole discretion without giving any prior notice;
 * reject any registrations;
 * collect payment shortfall in accordance to the actual membership status of participants.
• By signing and submitting this form, I / we consent to CFA Society Singapore collecting, using, disclosing and processing my / our personal data :
  (1)  for purposes related to the administration of the registration for the above event;
  (2)  to send me updates informing me / us of events and activities organized by CFA Society Singapore.

*I understand that my personal data will be used and retained in accordance with the CFA Society Singapore Personal Data Policy available at www.cfasingapore.org

*Kinldy note that photographs and video may be taken during the event for use on our website, newsletter, social media, publicity and other related purposes by CFA Society Singapore.
 
 
GLOBAL PASSPORT PROGRAMME

PassportProgram_RGB.PNG

The Global Passport Program allows members of participating CFA societies to attend each other's society events at the local member price


Event Type

Society; Educational; Featured

Education Topic

 

Start Time

5/11/2020 9:00

End Time

5/13/2020 17:00

City

Singapore

State/Province

 

Event Country

Singapore

Event Region

Asia Pacific

Location Info

 

Speaker

Mr. Tariq Dennison

CE Credits

7

SER Credit

nil

Currency

SGD

Member Price

S$650* per module (Early Bird fee) / S$780* per module (Standard fee)

Non-Member Price

S$850* per module (Early Bird fee) / S$980* per module (Standard fee)

Candidate Price

Nil

Registration

 

All Day Event

 

Recurrence

 

Event Photo

 

Custom Event Type

WS

Date

11 to 13 May 2020

Text

Workshop

Event Type

Workshop

Function Type:

Workshop

Event Link Leads To New Tab

Yes

Event Short Info

[Workshop] Alternative Investments Workshop Series

Event Link

Learn More

Attachments

2020-05-11 to 13 Alternative Investments Workshop Series v3.pdf    
Content Type: MyCFA Calendar
Created at 2/21/2020 18:09 by charissa.tay@cfasingapore.org
Last modified at 3/27/2020 15:19 by charissa.tay@cfasingapore.org