Alternative Investment Leaders Program (AIP)- Cohort II
Program Dates: December 6, 2022 - February 7, 2023
Venue: Virtual
Program Fee:
For Equalifi Members: INR 5,900
For Non-Members: INR 11,800
- Live online sessions
- Instructor Notes
- Self-paced assignments
- Discussion groups
- Session recordings for 30 days after completion of the program
- Complimentary Virtual Pass for the 10th Indian Alternative Investments Summit 2023
Upon successful completion of the program, all the participants will be awarded Alternative Investment Leaders Program (AIP) Certificate.
Alternative investments cover a broad range of strategies and structures designed to exhibit little to no correlation to traditional equity and fixed income markets with a long-term expectation of illiquidity.
Few years ago for clients, alternatives meant art or collectibles. That’s not the case today. We’re seeing the asset class really explode with different types of investments. Alternative investment products and strategies with spanning across private equity, private credit, hedge funds, real estate, infrastructure and managed futures markets are getting extremely popular with well-informed UHNW investors.
Stocks, bonds, and cash, the three traditional pillars of an investment portfolio, are looking a little wobbly lately. Inflation-adjusted yields on cash are negative. Bonds are being squashed by interest-rate fears. And stocks are historically expensive. To meet investors’ needs, financial advisors are increasingly turning to alternative investments such as real estate and private equity.
Alas, there’s no playbook for using alts in investment portfolios. This is where an industry-wide upskilling program like this gains paramount significance for wealth managers and other investment professionals. This program is designed to prepare wealth and investment professionals better serve the unique needs of their clients by delivering exceptional portfolios and bespoke alternative investment products.
| Session | Date | Day | Time | Topic | Speaker |
| 1 | December 6 | Tuesday | 5 pm- 6.30 pm | Introduction & Overview – Alternative Investment Funds | Ravi Vukkadala CEO Northern Arc Investments |
| 2 | December 8 | Thursday | 5 pm- 6.30 pm | AIF Taxation | Rajesh Gandhi Partner Deloitte Haskins & Sells LLP |
| 3 | December 15 | Thursday | 5 pm- 6.30 pm | Early Stage Investing | Anurag Ramdasan Partner 3one4 Capital |
| 4 | December 20 | Tuesday | 5 pm- 6.30 pm | Private Equity Investing | Ashwin Patni Head Products & Alternatives Axis Asset Management |
| 5 | December 22 | Thursday | 5 pm- 6.30 pm | Hedge Funds: Definitive Strategies and Techniques | Ajay Vaswani President & Chief Business Officer – Alternate Investment Funds The Investment Trust of India |
| 6 | January 3 | Tuesday | 5 pm- 6.30 pm | AIF Regulations & Compliance | Divaspati Singh Partner Khaitan & Co. |
| 7 | January 5 | Thursday | 5 pm- 6.30 pm | Impact Investments | Richa Sethia Natarajan Managing Director Unitus Capital |
| 8 | January 10 | Tuesday | 5 pm- 6.30 pm | ESG Investing | Chandru Badrinarayanan Chief Operating Officer Blue Sky Analytics |
| 9 | January 17 | Tuesday | 5 pm- 6.30 pm | Real Estate Funds | Ashish Khandelia Founder Certus Capital | Earnnest.me |
| 10 | January 24 | Tuesday | 5 pm- 6.30 pm | Credit Investing | TBA |
| 11 | January 25 | Wednesday | 5 pm- 6.30 pm | Alternative Investments- Aligning Strategy & Sales | Shashi Singh Chief Business Officer Singularity Holdings (Madhu Kela Family Office) |
| 12 | January 30 | Monday | 5 pm- 6.30 pm | Venture Debt | TBA |
| 13 | February 7 | Tuesday | 9 am- 5pm | 10th Indian Alternative Investments Summit 2023 | Multiple Speakers |
