Alternative Investment Leaders Program (AIP)
Program Format: Virtual
Program Fee: INR 3,540
- Session Recordings
- Instructor ppts and study notes
- Discussion Groups
- Program completion certificate
Alternative Investment Leaders Program (AIP) is an advanced, practitioner-led program meant for wealth managers, registered investment advisors and financial product distributors.
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 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 to better serve the unique needs of their clients by delivering exceptional portfolios and bespoke alternative investment products.
Learning Methodology
To earn program completion certificate for Alternative Investment Leaders Program:
Watch the video lectures, refer to the study material and complete the assignments to earn the program completion certificate.
For round-the-year knowledge and insights:
Engage with other program participants regularly to discuss various issues and industry updates on alternative investments.
To earn the prestigious Certified Alternative Investment Manager (AIM) Certification
Register for the AIM exam on the Equalifi Certifications page.
| Session | Topic | Speaker |
| 1 | Introduction & Overview – Alternative Investment Funds | TBA |
| 2 | AIF Taxation | TBA |
| 3 | AIF Regulations & Compliance | Rajeev Suri Founding Partner, BlueGreen Ventures |
| 4 | Early Stage Investing | TBA |
| 5 | Private Equity Investing | TBA |
| 6 | Hedge Funds: Definitive Strategies and Techniques | TBA |
| 7 | Impact Investments | TBA |
| 8 | ESG Investing | TBA |
| 9 | Real Estate Funds | TBA |
| 10 | Venture Debt | TBA |
| 11 | Credit Investing | TBA |
| 12 | Portfolio Construction with AIFs | TBA |
