Chartered Alternative Investment Analyst: CAIA Level 1 (In-House)
LEORON Professional Development Institute
Course description
Chartered Alternative Investment Analyst: CAIA Level 1 (In-House)
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 1 in-house 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 in-house programme is best suited for Participants seeking an enhanced knowledge and demonstrated expertise in alternative investments. Specifically, this course is aimed at:
- Risk managers
- Analysts
- Portfolio managers
- Traders
- Consultants
- Business development/ marketing
- Operations
- Advisors
Training content
DAY 1
- How to approach the exam? The key elements
- Professional Standards & Ethics
- Introduction to Alternative Investments
- Alternative Investments: definitions and concepts including liquid alternatives
- Quantitative techniques and Statistics: theory and application including returns, risk measures, CAPM, futures and options, alpha/beta concepts, hypothesis testing and regressions
- Benchmarking and performance analysis
DAY 2
- Introduction to Alternative Investments (cont.)
- Alternative Investments: definitions and concepts including liquid alternatives
- Quantitative techniques and Statistics: theory and application including returns, risk measures, CAPM, futures and options, alpha/beta concepts, hypothesis testing and regressions
- Benchmarking and performance analysis
DAY 3
- Hedge Funds
- Hedge funds: the market including classification matters and indices
- Strategy discussions encompassing: Equity Hedge, Global Macro and Managed Futures, Event Driven, Relative Value, Multi-Strategies and Fund of Hedge Funds
- Private Equity
- Private Equity: market (Mezzanine Debt, Venture Capital, Buyouts) and developments
- Discussion on the types of instruments
- Recap
- Focus on highlights
DAY 4
- Structured Products
- Structured Products: what it is
- Credit Risk definitions and modeling
- Credit Derivatives: an overview
- Collateralized Debt Obligations: categorizations and how they work, simplified
- Diverse Structured Products discussions
- Risk Management & Portfolio Management
- Learning from past disasters
- Risk Management: concepts and mitigation aspects
- Due Diligence of Asset Managers: a process discussion
- From smart beta and alpha and alpha separation and allocation matters
DAY 5
- 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
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...
