Alternative Investment Leaders Program (AIP)

Upcoming Executive Education Program

Date: February 3, 2022 - March 24, 2022

Venue: Virtual

Fee: Rs. 11,800 (inclusive of GST)

The program fee includes
- Live online sessions
- Instructor Notes
- Access pass for the 9th Indian Alternative Investments Summit 2022
- Self-paced assignments
- Discussion groups
- Equalifi Professional Membership fee (1 year)

Upon successful completion of the program, all the participants will be awarded Alternative Investment Leaders Program (AIP) Certificate.

Summary

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 February 3 Thursday 7 pm-9 pm Introduction & Overview – Alternative Investment Funds Nalin Moniz, Chief Investment Officer – Alternative Equity, Edelweiss Asset Management
2 February 8 Tuesday 7 pm-9 pm AIF Taxation: Investments Made Easy Suraj Malik, Senior Tax Professional , Ex partner top tier accounting firm
3 February 10 Thursday 7 pm-9 pm Alternative Investment Funds- Regulations & Compliance Nandini Pathak, Leader, Investment Funds Practice- Nishith Desai Associates
4 February 15 Tuesday 7 pm-9 pm Private Equity Investing Neha Grover, South Asia Lead, Private Equity, IFC
5 February 17 Thursday 7 pm-9 pm Hedge Funds: Definitive Strategies and Techniques Vaibhav Sanghavi, Co-CEO, Avendus Capital Public Markets Alternate Strategies LLP
6 February 22 Tuesday 7 pm-9 pm Early-Stage Investing Pranav Pai, Founding Partner & Chief Investment Officer, 3one4 Capital
7 February 24 Thursday 7 pm-9 pm Understanding Credit Derivatives and Related Instruments Vineet Sukumar, Founder and Managing Director- Vivriti Capital
8 March 1 Tuesday 7 pm-9 pm Real Estate
Karthik Athreya
Head- Strategy (Alternative Credit), Sundaram Alternates
9 March 3 Thursday 7 pm-9 pm Infrastructure Funds Sachin Relekar, Senior Fund Manager, IDFC AMC
10 March 8 Tuesday 7 pm-9 pm Impact Investments Shashvat Rai, Director, Aavishkaar Capital
11 March 10 Thursday 7 pm-9 pm ESG Investing Anjana Seshadri, Head ESG- Neev Fund
12 March 15 Tuesday 7 pm-9 pm Venture Debt Arijit Sarkar, Director, Trifecta Capital
13 March 17 Thursday 7 pm-9 pm Global Alternative Investment Products Apoorva Vora, Founder, Finolutions Wealthcare
14 March 22 Tuesday 7 pm-9 pm Global Real Estate Investment Products Mona Jalota, Founder, Krypton Global
15 March 24 Thursday 7 pm-9 pm Portfolio Construction- All about Asset Allocation Ajay Vaswani, SVP & Head- Business Development (Alternative Investment Funds), The Investment Trust of India
16 March 29 Tuesday 7 pm-9 pm Alternative Investments- Aligning Strategy & Sales Sharzad Sethna, Head Business Development – PMS & AIF, ICICI Prudential AMC

Ajay Vaswani

SVP & Head- Business Development (Alternative Investment Funds)
The Investment Trust of India

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Anjana Seshadri

Head-ESG
Neev Fund

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Apoorva Vora

Founder & CEO
Finolutions LLP

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Arijit Sarkar

Director
Credit

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Karthik Athreya

Head
Strategy (Alternative Credit), Sundaram Alternates

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Mona Jalota

Founder
Krypton Global

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Nalin Moniz

Chief Investment Officer Alternative Equity
Edelweiss Asset Management

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Nandini Pathak

Leader
Investment Funds Practice- Nishith Desai Associates

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Neha Grover

South Asia Lead
Private Equity, IFC

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Sachin Relekar

Sr. Fund Manager
IDFC Asset Management

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Pranav Pai

Founding Partner & Chief Investment Officer
3one4 Capital

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Shashvat Rai

Director
Aavishkaar Capital

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Sharzad Sethna

Head Business Development
PMS & AIF, ICICI Prudential AMC

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Suraj Malik

Partner
BDO India LLP

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Vaibhav Sanghavi

Co-CEO
Avendus Capital Public Markets Alternate Strategies LLP

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Vineet Sukumar

Founder and Managing Director
Vivriti Capital

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