Hedge Funds and Alternative Investments
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1 Hedge Funds and Alternative Investments A Two Day course This course can also be presented in-house for your company or via live on-line webinar The Banking and Corporate Finance Training Specialist
2 Course Content How do Hedge Funds fit into the Investing Universe? Mutual Funds and OEICs ETFs UCITs and SICAVs What is a Hedge Fund Looking to Achieve? Course Overview Absolute vs. benchmarked returns Alpha vs. beta; portable alpha Minimising correlations Hedge Funds Characteristics History, evolution and size of the hedge fund industry Market participants Mutual funds vs. hedge funds Hedge fund characteristics Trading approach, fee structures, minimum investment, redemption and other differences Hedge Fund Strategies and Associated Risks Directional strategies Long/short equities Global macro and managed futures Emerging markets Relative-value strategies Equity market neutral Convertible bond arbitrage Fixed income arbitrage Event driven strategies Risk arbitrage Distressed securities Financial and trading risk Market, model, liquidity, correlation, credit and operational risks Risk management Cash and margin accounts Leverage Money management Controlling risk and volatility at the trade level and the portfolio level Performance Measurement Profit How use ful are Hedge Fund Benchmarks! Sharpe ratio Sortino Ratio Drawdowns Accessing Hedge Funds and Portfolio Construction Accessing hedge funds Single managers/managed accounts Fund of funds Guaranteed products Benchmarking and investable indices
3 Offshore/ on shore funds Due diligence process and hedge fund portfolio construction Qualitative due diligence Quantitative due diligence Impact of adding hedge funds to a traditional portfolio Operational, Legal, Regulatory Issues and Hedge Fund Marketing Administration, legal and tax issues role of the administrator role of the custodian role of the prime broker Domiciliation and regulatory issues Tax issues Marketing Hedge Funds Investor demand and expectation Outlook for hedge funds Basic Statistical Tools for Assessing Performance Basic statistics for hedge fund analysis Normal distribution/ skew and kurtosis Performance to risk ratios Correlation Comparison to peers Case Studies: Analysing and comparing various types of real-life funds Convertible arbitrage fund Long short equity fund Global macro fund Fund of fund Recap on Hedge Funds How big is the fund? Drawdowns Asset Quality The role of the Custodian Leverage Performance Alternative investments Characteristics of alternative investments Role in a portfolio, impact on risks and return Trends in the industry Valuation issues Commercial Property Sector performance office, retail and industrial Direct investment versus collective REITs
4 Private Equity Venture capital, leveraged buy outs, mezzanine financing etc. Valuing private equity Comparison with listed equity Advantages and disadvantages of investing in private equity Others Commodities, infrastructure. Distressed Securities Precious metals, oil and gas, base metals, soft commodities etc. Historic Performance of Alternatives How to gain exposure Listed shares Funds, Futures ETFs Alternative Alternatives Art Antiques Wines Cars Comparison to hedge funds (liquidity, payoff, risk control) Exercise: Delegates, in teams, are asked to decide where they would invest their portfolio of $10m What are the potential rewards? What are the risks?!! Redcliffe has provided in-house training for the following companies:
5 Tailored Learning All of our training courses can be tailored to suit your company s exact training needs. We will work closely with you to help develop a training programme with content that is unique for your organisation. Please us on enquiries@redcliffetraining.co.uk for more information E-Learning This course can also be presented as a bespoke e-learning programme created by you to fit your exact requirements.
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