Issues and Applications in Alternative Investments
An interactive, NASBA approved two-day course examining the alternative investment market, structured products, modern investment securitizations, real assets and private equities, corporate governance, hedge funds, and alternative mutual funds. The discussion will span a wide range of current events from increasing hedge fund use of reinsurance vehicles to modern quantitative algorithms and how they are used today.
Presenter: Michael McDonald, PhD
Michael has served as a business consultant for various companies, providing training and content authoring services as a subject matter expert in finance and economics for firms like IBM, Stanley Black & Decker. Previously, Michael worked as a data scientist for a tech start-up in the financial industry, as a municipal bond trader for Wachovia Securities and for a large hedge fund doing data mining and analysis. Currently, Michael is Assistant Professor of Finance at Fairfield University in Connecticut. He also gives lectures on a variety of corporate finance and investment topics from mergers and acquisitions to corporate governance.
Course objectives:
- Identify alternative investments
- Describe how alternative investments fit into an overall asset allocation strategy
- Analyze pricing and risks of the different alternative investments
- Discuss hedge fund strategies
- Discuss structured products
- Analyze hedge fun indices and derivatives
- Assess real assets
- Discuss and comprehend the current events in the alternative investments markets and be conversant on future trends in those markets
- Apply new knowledge of alternative investments to a variety of different occupations and career paths at many levels from entry-level to director-level
Here is the complete course outline.
Who should attend: Auditors, Fund Administrators, Portfolio Managers, persons charged with fund governance such as Directors, Trustees, and General Partners
Prerequisites: Basic Industry Knowledge
Program Level: Intermediate with Advanced Applications
CPD Credits: 14 (NASBA Approved)
Cost (Includes Breakfast and Lunch for both days):
Early bird (register by 30 September): CISPA member $500, Non-CISPA member $550
After 30 September: CISPA member $600, Non-CISPA member $650
Refund policy:
Due to high standing costs, no refunds will be issued. If you are unable to attend and wish to send a replacement, please notify CISPA at lauren.parsons@cispa.ky no later than 3 p.m. on 26October.