Excellence in Financial Training
Excellence in Financial Training
Alternative investment management is a multi-trillion industry that ecompasses sophisticated investing strategies, extensive operational considerations and use of a wide range of securities. The modern institutional investor typically uses alternative strategies through a variety of investments in hedge funds, private equity firms, commodity trading advisors and real estate investment managers to enhance returns and/or reduce risk within their overall asset allocation models. Lucas and Associates offers an extensive list of alternative investments courses that explore many of these strategies, provide a detailed review of key operational considerations and delve into many of the due diligence concerns that face investors in this field today.
Alternative Investments Overview
Hedge Fund Strategies
Hedge Fund Operations
Hedge Fund Due Diligence
Commodities and Commodities Trading
This two day course offers participants a comprehensive review of the alternative investment universe. Delivered by a successful hedge fund manager, the first day of this program begins by situating alternative investments within an overall portfolio and reviews the major regulations that govern non-traditional investments. The day continues with descriptions of the hedge fund industry, hedge fund strategies, fee structures and risks, among other topics. The second day will explore how private equity and venture capital funds are designed and structured, and what motivates investment decisions by these important capital providers. The course will then review the nature and types of real estate investments and conclude with a discussion of the use of derivatives and commodities within a managed futures program.
Duration: Two days
Program Level: Basic
Prerequisites: There are no prerequisites
For a detailed outline and additional information on this course or to find out about our other courses, contact us at (917) 306-7132 or MPorio@Lucasnassoc.com
This course will provide participants with an in-depth examination of various investment strategies employed by hedge funds. The program will highlight the key aspects of each strategy that managers focus on in their pursuit of alpha. Taught from the perspective a successful hedge fund manager, numerous real-world examples will be used to explain how strategies such as, long/short equity, arbitrage trading, corporate restructuring, global macro and managed futures are implemented and traded.
Duration: One day
Program Level: Basic
Prerequisites: There are no prerequisites
For a detailed outline and additional information on this course or to find out about our other courses, contact us at (917) 306-7132 or MPorio@Lucasnassoc.com
This two day program affords participants detailed insights into the major operational considerations for hedge funds. The course provides explanations of the various aspects of the hedge fund business that general partners, investment managers, operating officers and other stakeholders follow in managing a private investment fund. Participants will learn about different hedge fund structures and strategies as well as extensive details behind trading, pricing, clearing and settlement of securities that comprise hedge fund portfolios. The course will conclude with a discussion about unique hedge fund risks and how the industry is currently regulated.
Duration: Two days
Program Level: Basic
Prerequisites: There are no prerequisites
For a detailed outline and additional information on this course or to find out about our other courses, contact us at (917) 306-7132 or MPorio@Lucasnassoc.com .
While at times extremely rewarding, investing in hedge funds carries a unique set of risks distinct from those normally associated with traditional investment vehicles. This one day program is designed to deepen participants’ understanding of the hedge fund due diligence process and how to analyze the results of the process. The course will provide a template for conducting due diligence of a hedge fund and explore various case studies to highlight key areas of risk for investors in hedge funds.
Duration: One day
Program Level: Basic
Prerequisites: There are no prerequisites
For a detailed outline and additional information on this course or to find out about our other courses, contact us at (917) 306-7132 or MPorio@Lucasnassoc.com .
This one day course will introduce the participant to the world of commodities and commodity trading. With an emphasis on practical application, this program will examine today’s various commodities markets, the impact of technology and regulation, trading in OTC commodity products and recent developments regarding the banking industry and their association with the commodities markets.
The mechanics and strategies of trading commodities will also be analyzed with a concentration on how commodities are traded on futures exchanges, OTC markets and who are the players and their motivations. Real world exercises will be presented to reinforce the topics taught and offer the student the opportunity to apply their knowledge.
Duration: One day
Program Level: Basic
Prerequisites: There are no prerequisites
For a detailed outline and additional information on this course or to find out about our other courses, contact us at (917) 306-7132 or MPorio@Lucasnassoc.com .
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