Program Dates: June 5, 2023 - June 30, 2023
Up to April 30- Rs. 5,900
April 30 to May 20- Rs. 8,850
May 21 to June 30- Rs. 11,800
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.
|1||June 5||Monday||5 pm- 6.30 pm||Introduction & Overview – Alternative Investment Funds||Ravi Vukkadala
Northern Arc Investments
|2||June 7||Wednesday||5 pm- 6.30 pm||AIF Taxation||Rajesh Gandhi
Deloitte Haskins & Sells LLP
|3||June 9||Friday||5 pm- 6.30 pm||Early Stage Investing||Anurag Ramdasan
|4||June 12||Monday||5 pm- 6.30 pm||Private Equity Investing||Ashwin Patni
Head Products & Alternatives
Axis Asset Management
|5||June 14||Wednesday||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||June 16||Friday||5 pm- 6.30 pm||AIF Regulations & Compliance||Divaspati Singh
Khaitan & Co.
|7||June 19||Monday||5 pm- 6.30 pm||Impact Investments||Richa Sethia Natarajan
|8||June 21||Wednesday||5 pm- 6.30 pm||ESG Investing||Chandru Badrinarayanan
Chief Operating Officer
Blue Sky Analytics
|9||June 23||Friday||5 pm- 6.30 pm||Real Estate Funds||Ashish Khandelia
Certus Capital | Earnnest.me
|10||June 26||Monday||5 pm- 6.30 pm||Credit Investing||TBA|
|11||June 28||Wednesday||5 pm- 6.30 pm||Alternative Investments- Aligning Strategy & Sales||Shashi Singh
Chief Business Officer
Singularity Holdings (Madhu Kela Family Office)
|12||June 30||Friday||5 pm- 6.30 pm||Venture Debt||TBA|