Alternative Investment Leaders Program (AIP)- Cohort II

Program Dates: December 6, 2022 - February 7, 2023

Venue: Virtual

Fee:
For Equalifi Members: INR 5,900
For Non-Members: INR 11,800

The program fee includes
- 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

Ravi Vukkadala

CEO
Northern Arc Investments

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Rajesh Gandhi

Partner
Deloitte Haskins & Sells LLP

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Divaspati Singh

Partner
Khaitan & Co.

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Anurag Ramdasan

Partner
3one4 Capital

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Ashwin Patni

Head Products & Alternatives
Axis Asset Management

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Rajesh Bhatia

MD & CIO (CAT III)
ITI Long-Short Equity Fund

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Richa Sethia Natarajan

Managing Director
Unitus Capital

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Chandru Badrinarayanan

Chief Operating Officer
Blue Sky Analytics

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Ashish Khandelia

Founder
Certus Capital | Earnnest.me

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Shashi Singh

Chief Business Officer
Singularity Holdings (Madhu Kela Family Office)

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