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Integrating Hedge Funds, Private Equity, and Real Assets
Discover how hedge funds, private equity, and real assets fit into a broader portfolio context, and learn practical strategies to enhance diversification and potentially improve risk-adjusted returns.
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Illiquidity, Lockup Periods, and Portfolio Planning
Explores the trade-off between limited liquidity in alternative investments and potential higher returns, detailing lockup periods, portfolio rebalancing constraints, and alignment with investor profiles.
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Diversification and Correlation Considerations
Explore how alternative investments impact overall portfolio diversification, focusing on the interplay of correlations, extreme market conditions, and advanced modeling techniques.
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Risk and Return Profiles of Alternative Investments
Explore the diverse return drivers, volatility characteristics, and measurement nuances of hedge funds, private equity, and real assets, including insights into manager skill, lockup periods, and the J-curve effect.
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Due Diligence and Operational Considerations
Explore how to rigorously assess alternative investment managers, focusing on operational infrastructure, governance, controls, and alignment with investor objectives.
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Valuation Challenges for Alternatives
Explore the complexities of valuing illiquid and opaque alternative assets, such as private equity and real estate, and learn how discrepancies in valuations can affect portfolio performance and investor decision-making.
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Hedge Fund Replication Strategies
Explore systematic approaches to emulating hedge fund performance, covering factor-based replication, regression-based techniques, cost-saving potentials, and real-world concerns regarding data quality and regulatory structures.
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Real Estate Investment Structures
Explore the key legal and practical frameworks for investing in real estate, including direct ownership, REITs, private funds, and more.
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Natural Resources and Commodity Funds
Discover how commodities and natural resources—ranging from oil and metals to timberland and farmland—enhance portfolio diversification and hedge against inflation. Explore the nuances between physical holdings, futures-based strategies, and active management approaches, along with real-world examples of how environmental, geopolitical, and operational factors affect these investments.
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Infrastructure Investment Approaches
Explore how to invest in vital infrastructure assets, from greenfield projects to public-private partnerships, including risk management, inflation-linked revenues, and liquidity considerations.
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Secondary Markets for Private Equity Interests
A deep dive into how secondary markets allow LPs to buy and sell private equity stakes, exploring pricing dynamics, due diligence, broker roles, and best practices.
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Return Dispersion and Benchmarking in Alternatives
Explore the complexities of return dispersion and the challenges of benchmarking alternative investments, including hedge funds and private equity, with practical guidance for CFA candidates.
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Role of Alternatives in ESG and Impact Investing
Explore how ESG and impact investing reshape alternative asset portfolios, influencing private equity, hedge funds, and real assets through sustainable practices, reporting frameworks, and investor mandates.
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Evaluating Opportunistic Investments
A deep exploration of opportunistic investments, focusing on strategies that capitalize on special market situations, distressed debt, and short-term dislocations to enhance portfolio returns.
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Co-Investments and Direct Investments
Deep dive into co-investments and direct investments, exploring benefits, risks, operational strategies, governance considerations, and real-world applications.
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Combining Traditional and Alternative Strategies
Explore how to integrate stocks, bonds, and alternative assets into an all-weather portfolio while balancing risk, liquidity, and performance objectives.