CFA® Level 1 prep - Alternative Investments (2022-2023)

Name: CFA® Level 1 prep - Alternative Investments (2022-2023)
Rating: 5.0 (5 reviews)

Turn your CFA preparation into a time-efficient & enjoyable learning experience through our animated videos & practice

Created byCogniVisio Digital Courses

Last updated 8/2022

English

What you'll learn

The different types of alternative investments, valuation considerations, and potential risks and benefits
The features, risks and benefits of hedge funds
The features, risks and benefits of private capital
The features, risks and benefits of natural resources
The features, risks and benefits of real estate
The features, risks and benefits of infrastructure investments
The structures and performance evaluation of alternative investments

Course content

2 sections • 18 lectures • 2h 33m total length

Private Equity: Exit Strategies4:04
Commodity Characteristics & Prices7:35

Alternative Investments: Categories & Characteristics6:02
Broad categories
Characteristics
Investment Methods & the Due Diligence Process11:11
Investment methods:
Fund investing
Co-investing
Direct investing
Advantages, disadvantages, and the due diligence factors for each method
Alternative Investments: Structure, Fees, & Clauses12:41
Limited partnership structure
Fee structure:
Management and performance fees
Payment variations
Hurdle rate
High-water mark
Common clauses:
Catch-up
Waterfall
Clawback
Alternative Investments: Risks, Returns, and Performance Metrics8:18
Risk and return features of alternative investments
Performance metrics:
Sharpe ratio
Sortino ratio
Treynor ratio
Calmar and MAR ratios
Challenges associated with measuring the performance of alternative investments
Introduction to Hedge Funds4:33
Main characteristics of a hedge fund
Diversification Benefits
Hedge Fund Strategies13:19
The major categories of hedge funds strategies
Event driven
Relative value
Macro
Commodity Trading Advisors
Equity hedge
The funds of hedge funds and major benefits and drawbacks of each strategy
Hedge Fund Leverage, illiquidity, and Valuation8:20
Use of leverage and its underlying risks
Illiquidity and its impact
Valuations of hedge funds, and their associated challenges
Redemptions
Private Capital Strategies11:17
The main objectives of private equity
The major strategies and their characteristics:
Leveraged buyouts
Venture capital
Growth capital
The main objectives of private debt and its categories:
Direct lending
Mezzanine loans
Venture debt
Distressed debt
Private Equity: Exit Strategies4:04
Exit strategies:
Trade sale
IPO
Recapitalization
Secondary sales
Write-off & liquidation
Private Capital Characteristics & Performance Evaluation8:16
Structure
Risks and returns
Benefits
Performance evaluation of private equity
Real Estate Investment Forms and Categories13:58
Basic forms of real estate investments:
Private and public investments in debt and equity
Categories:
Residential property
Commercial real estate
REIT investing
Mortgage-backed securities
Real Estate Characteristics and Performance Evaluation10:51
Benefits and risks
Returns and performance indexes
Evaluation measures of real estate investments
Natural Resources: Forms of Commodity Investments5:54
Commodities as an alternative investment category
Investments in physical commodities
Commodity derivatives
Other commodity investment vehicles
Commodity Characteristics & Prices7:35
Benefits of commodity investments
Commodity price dynamics
Pricing of commodity futures contracts
Natural Resource Investments: Timberland & Farmland4:32
Introduction to timberland and farmland investments
Investment vehicles
Benefits
Limitations
Infrastructure Investments11:00
Infrastructure investments:
Characteristics
Categories and forms
Risks and returns
Diversification benefits

Requirements

None

Description

Save hours of prep time and learn through engaging and concept-focused digital courses while studying for the Chartered Financial Analyst® (CFA) exam.

At CogniVisio, we turned the study and preparation process for the CFA® exam into a smooth and enjoyable learning experience. Our digital video solutions transform the long texts into visuals and animations that facilitate focused learning and help you visualize, process, and retain information faster.

The courses cover the material in more details and less time than any of our competitors.

The videos thoroughly cover all 10 topics of the CFA® exam Level 1.

In the Alternative Investments topic you will have access to:

- Short videos dedicated to a single concept that allow focused learning.

- Yet, the 2.5 hours of total instruction offer comprehensive coverage of every concept in sufficient detail.

- Visual learning, instructional design (charts & graphs, flow charts, tables, matrices, etc.), and animations that help you understand the relationships & process the information faster.

- Plenty of examples, practice problems, and detailed solutions within the videos.

The most important video features are:

- In-depth coverage & focused learning

- Time efficient & self-paced instruction

- Efficient learning through 50+ hours (for all 10 topics)

The material is presented in a way that facilitates studying during breaks, on the go, and anytime or anywhere.

The videos, multiple examples, and practice questions, are brought to you by a qualified team of CFA Charterholders and finance professionals.

Who this course is for:

Students preparing or interested in the CFA Level 1 exam
CFA Level 1 Candidates
People interested in learning about alternative investments

CFA® Level 1 prep - Alternative Investments (2022-2023)

What you'll learn

Explore related topics

Course content

Sample Videos2 lectures • 12min

Introduction to Alternative Investments16 lectures • 2hr 22min

Requirements

Description

Who this course is for: