Chartered Alternative Investment Analyst: CAIA Level 2

LEORON Professional Development Institute
Training overview
Professional Course
Classroom
5 days
From 4,190 USD
Start dates
Dubai
4,190 USD
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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 ofachievement in alternative investment educationand provides delegates with deep knowledge, demonstrated expertise,and global credibility in alternative investment.

This CAIA Level 2programme from LEORON Professional Development Institute will provide programme delegates with the understanding, knowledge, and expertiseof analyzing and managing alternative investments.

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Who should attend?

This programme is best suited for the following delegates:

  • 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 investmentindustry based on the standards developed bythe CFA Institute

  • Private Equity
    • Private Equity: different markets
    • Private Fund and Fund of Funds vehicles and theroles 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 detailsand the classification elements (Core, Value-Added, and Opportunistic)
    • Asset Allocation matters, including smoothingissues and their treatment
    • Classic valuation using cap rate
    • Estimating expected returns
    • Performance measurement: typical techniquesincluding the tax-effect and benchmarking
    • Listed Real Estate
    • Leverage matters
    • Farmland and their drivers and timberland
    • Intellectual Property, in particular in the contextof film production and art, and patents
    • Infrastructure: different markets in more details,in particular their performance. Asset Allocationmatters (diversification)
    • Much more

DAY 3

  • Commodities (cont.)
  • Hedge Funds and Managed Futures
    • Managed Futures: different markets in moredetails, including the actors
    • Margin-to-equity and Maximum Drawdowns ascommon measures
    • Link to the Efficient Market Hypothesis
    • Application of Technical Analysis
    • Asset Allocation matters
    • Benchmarking matters, in particular inseparating 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 andtheir objectives
    • The endowment model
    • Inflation and liquidity matters
    • Tail risk consideration
    • Pension plans: defined benefits versus definedcontributions in details
    • In depth Asset Allocation discussion: buy-andhold,constant mix and constant proportion
    • More in depth discussion about ExpectedReturns 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: themanager dispersion issue related to differentstrategies
    • Quantitative approach to hedge fund managerselection with in particular the Hurst exponentand 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, delegates will have the following outcomes:

  • Complement their own study efforts withpractical support
  • Further develop their learning technique
  • Gain arefreshing approach to theCAIA exam content
  • Boost motivation from interactivetraining methods
  • Learn different directionsof CAIA BodyKnowledge

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...


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LEORON Professional Development Institute

OFFICE 502, JLT
Dubai

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