Chartered Alternative Investment Analyst: CAIA Level 2
LEORON Professional Development Institute
Course description
Chartered Alternative Investment Analyst: CAIA Level 2
The CAIA (Chartered Alternative Investment Analyst) designation was originally established in 2002. This designation is the highest standard of achievement in alternative investment education and provides Participants with deep knowledge, demonstrated expertise, and global credibility in alternative investment.
This CAIA Level 2 programme from LEORON Professional Development Institute will provide programme Participants with the understanding, knowledge, and expertise of analyzing and managing alternative investments.
Who should attend?
This programme is best suited for the following Participants:
- Risk managers
- Analysts
- Portfolio managers
- Traders
- Consultants
- Business development/ marketing
- Operations
- Advisors
Training content
DAY 1
- How to approach the exam? The key elements
- The 100 Multiple-Choice questions and the 30% weighted Constructed-Responses
- Professional Standards & Ethics
- Ethical behaviour in the financial investment industry based on the standards developed by the CFA Institute
- Private Equity
- Private Equity: different markets
- Private Fund and Fund of Funds vehicles and the roles of the involved partners
- J-curve in details
- IRR determinants
- Private Equity investment process
DAY 2
- Private Equity (cont.)
- Real Assests
- Real Estate: different markets in more details and the classification elements (Core, Value-Added, and Opportunistic)
- Asset Allocation matters, including smoothing issues and their treatment
- Classic valuation using cap rate
- Estimating expected returns
- Performance measurement: typical techniques including the tax-effect and benchmarking
- Listed Real Estate
- Leverage matters
- Farmland and their drivers and timberland
- Intellectual Property, in particular in the context of film production and art, and patents
- Infrastructure: different markets in more details, in particular their performance. Asset Allocation matters (diversification)
- Much more
DAY 3
- Commodities (cont.)
- Hedge Funds and Managed Futures
- Managed Futures: different markets in more details, including the actors
- Margin-to-equity and Maximum Drawdowns as common measures
- Link to the Efficient Market Hypothesis
- Application of Technical Analysis
- Asset Allocation matters
- Benchmarking matters, in particular in separating alpha
- Manager sourcing matters
- Managers combination
- Fund structures & managed accounts
- Due diligence matters
- Typical costs
DAY 4
- Structured Products and Liquid Alternatives (cont.)
- Asset Allocation and Portfolio Management
- Endowments and Foundations: what they are and their objectives
- The endowment model
- Inflation and liquidity matters
- Tail risk consideration
- Pension plans: defined benefits versus defined contributions in details
- In depth Asset Allocation discussion: buy-andhold, constant mix and constant proportion
- More in depth discussion about Expected Returns including the time-varying perspective
- Risk and Risk Management
- In depth discussion about Liquidity Risk: the dynamics
- More in depth discussion about Tail Risk, including alternative solutions
DAY 5
- Manager Selection, Due Diligence, and Regulation
- Risk budgeting for hedge fund allocation: the manager dispersion issue related to different strategies
- Quantitative approach to hedge fund manager selection with in particular the Hurst exponent and D-statistic
- Hedge fund fees versus risk taking
- UCITS hedge funds: a discussion
- Exam focus in interaction
- Exam focus interactive with the participants
Certification / Credits
Upon successful completion of this training programme, Participants will have the following outcomes:
- Complement their own study efforts with practical support
- Further develop their learning technique
- Gain a refreshing approach to the CAIA exam content
- Boost motivation from interactive training methods
- Learn different directions of CAIA Body Knowledge
Why choose Leoron?
LEORON has worked with some of the largest companies in the World - but importantly we care about the individual. Through our Customer Happiness Team we ensure that everyone who attends a LEORON course has the support before, during and after to ensure their training needs are met.
We offer the highest level of training delivery, whether that be in our live-virtual training or in-classroom sessions, with our expert instructors guiding you through everything so that you’re left feeling assured and confident to utilize your new knowledge going forward.
About Leoron
LEORON Professional Development Institute
LEORON is the fastest growing global training institute in the World, having evolved over the past 11 years into a dominant training institute that offers a comprehensive set of training and development solutions to both individuals and businesses. Our locations...
Contact info
LEORON Professional Development Institute
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