Alternative Assets

  • January 2023
  • 1 hour 32 minutes
  • Investment Strategy

Course Description

This session will examine the challenge of choosing a strategic asset mix that to generate the returns necessary to support the agreed-upon spending policy at an acceptable level of risk, all while taking into account the institution’s need for liquidity. It will uncover the importance of allocating to alternative asset classes, the benefits of adding them to your portfolio and the effects that they could have on the long-term growth of your endowment.

  • Identify the different types of alternatives managers
  • Define active beta and identify why it is risky
  • Identify why merger arbitrage could be considered an alpha-capture strategy
  • List the chief objectives and attributes of private capital investing
  • Identify why manager selection is critical in private markets
  • List the key attributes of the secondary market
  • Define deal flow and how it has contributed to the secondary market in recent years

Course Information:

  • Cost: Free
  • Program Level: Intermediate
  • Duration:  1 hour 32 minutes
  • CPE Credits: 1.5
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Instructors

mark.anson

Mark Anson, PhD, CFA, CAIA

Chief Executive Officer and Chief Investment Officer
Commonfund

anita.hariton

Anita L. Hariton

 President and CEO
Commonfund Securities
cari.lodge

Cari B. Lodge

 Managing Director
CF Private Equity