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Fundamentals of Alternatives Workshop

07/17/2019 @ 08:30 - 17:00

Join CAIA and Preqin in person for a full day of learning.
Alternative investments currently represent over $14 trillion in assets under management, while assets in liquid alternatives have grown substantially. Now alts are starting to show up in mutual funds and ETFs. What might the future hold as new instruments and asset classes make portfolio construction more complex?

Enhance your knowledge and distinguish yourself from peers with a one-day workshop brought to you by Preqin and CAIA Association. Designed to provide you with a foundation of knowledge in alternative investments, this in-person workshop will cover four modules from CAIA’s Fundamentals certificate program powered with Preqin data. Presenters Dr. Keith Black, Managing Director of Curriculum and Exams at CAIA Association, and Joseph Borda, Manager of Investor Data – Americas at Preqin, will help you to understand the theory behind alternatives and bring you up to speed on the latest industry trends.


Date July 17, 2019
Venue One Grand Central Place, Lobby Level Conference Center, 60 E 42nd St #630, New York, NY 10165
Time 8:30 am – 5:00 pm
Price $149.00
Topics Private Equity – Introduction and Performance Analysis
Hedge Funds – Structure, Categories, and Biases
Key Trends and Overview of Alternative Assets
Due Diligence
Portfolio Management and Asset Allocation
Speakers Dr. Keith Black, Managing Director of Curriculum and Exams at CAIA Association
Joseph Borda, Manager of Investor Data – Americas at Preqin
Register today to get up to speed on alternatives!

This educational event will cover topics aligned with the Fundamentals of Alternative Investments (FAI) certificate program, CAIA Association’s self-paced, 20-hour, online course. Fundamentals offers a base of knowledge in alternative investments to help you or your team comprehend, discuss, and position these asset classes with your clients. Designed for anyone who wants to build a functional knowledge, the Fundamentals of Alternative Investments certificate program is recommended for financial advisors, individuals in administration, operations, sales or marketing, legal counsel, and journalists.
For additional information, please contact gbd@caia.org.
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