An Introduction to Alternative Investments & Operational DueDiligence

This class is a holistic overview of the structure and workings of an alternative asset investment manager, the fund and its service providers providing valuable insight into the world of alternative investment products

Intro to Alts & ODD Image-1

Through the use of a variety of instruction methods, class attendees can expect an engaging and interactive class experience. Attendees will benefit from large and small group discussions, practitioners sharing their expertise and answering their questions, working through case studies, and completing work simulations.

Course Objectives:

  • Overview of non-investment aspects of the Alternative Investment industry
  • Fund structures, jurisdictions, regulation and fund documentation (hedge funds, private equity /real estate)
  • The structure and workings of an investment manager / general partner
  • Operational Due Diligence and what investors are looking for 
  • Operational risk in alternative investments
  • Outsourcing and third party service providers (PB, Compliance, IT, NEDs, valuation agents)
  • Operational infrastructure of a fund and an investment manager
  • Valuations, compliance, accounting, audit, IT, cyber and BCP considerations

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