Alternative Investment Leaders Program (AIP)- Cohort III
Program Dates: February 2, 2024 - February 28, 2024
Venue: Virtual
Program Fee:
For Equalifi Members Complimentary
For Non-Members: Up to December 31- INR 2,360
From January 1 to January 20- INR 3,540
From January 21 to February 28- INR 4,720
- Live online sessions
- Instructor ppts and study notes
- Discussion Groups
- Session recordings for 30 days after the program
- Participation 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.
| Session | Date | Day | Time | Topic | Speaker |
| 1 | February 2 | Friday | 7:00 pm- 8.30 pm | Introduction & Overview – Alternative Investment Funds | |
| 2 | February 5 | Monday | 7:00 pm- 8.30 pm | AIF Taxation | |
| 3 | February 7 | Wednesday | 7:00 pm- 8.30 pm | Early Stage Investing | |
| 4 | February 9 | Friday | 7:00 pm- 8.30 pm | Private Equity Investing | Ritesh Kumar Partner BDO India |
| 5 | February 12 | Monday | 7:00 pm- 8.30 pm | Hedge Funds: Definitive Strategies and Techniques | |
| 6 | February 14 | Wednesday | 7:00 pm- 8.30 pm | AIF Regulations & Compliance | |
| 7 | February 16 | Friday | 7:00 pm- 8.30 pm | Impact Investments | |
| 8 | February 19 | Monday | 7:00 pm- 8.30 pm | ESG Investing | |
| 9 | February 21 | Wednesday | 7:00 pm- 8.30 pm | Real Estate Funds | |
| 10 | February 23 | Friday | 7:00 pm- 8.30 pm | Venture Debt | |
| 11 | February 26 | Monday | 7:00 pm- 8.30 pm | Credit Investing | Rakshat Kapoor Chief Investment Officer Modulus Alternatives Investment Managers |
| 12 | February 28 | Wednesday | 7:00 pm- 8.30 pm | Portfolio Construction with AIFs |
