Agenda

Alternative Investments

Day One
7:30 am to 8:00 am Continental Breakfast
8:00 am to 8:30 am Introduction and Welcome Remarks
8:30 am to 9:45 am Review of the Asset Management Process
Assessing the Current Situation to Implementation and Monitoring
9:45 am to 10:00 am Break
10:00 am to 11:45 am Introducing Alternatives - Rationales, Pros and Cons
Private Equity
Hedge Funds
Real Estate
11:45 am to 1:15 pm Lunch
1:15 pm to 2:30 pm Private Equity - Procedural Due Diligence
Program design, implementation, monitoring and control
2:30 pm to 3:45 pm Hedge Funds - Procedural Due Diligence
A guide to Hedge Fund investing - managing the implementation process, investment outlook, regulatory outlook, trends and best practices.
3:45 pm to 4:00 pm Break
4:00 pm to 5:15 pm GTAA and 130/30
An overview of how these strategies work, the risks and objectives. We will also discuss some of the operational issues concerning transparency, leverage, vehicle selection, and cost.
5:15 pm Wrap up and adjourn
5:45 pm Dinner
 
Day Two
7:30 am to 8:00 am Continental Breakfast
8:00 am to 9:30 am Real Estate - Procedural Due Diligence
A Guide to Real Estate investments - managing the implementation process, investment outlook, trends and best practices.
9:30 am to 9:45 am Break
9:45 am to 10:15 am Review, Introduction of Case Workshops - Callan Instructors
Working as groups you will use the skills and knowledge you received previously to work out a problem and present a solution. During this session, Callan instructors will circulate as facilitators.
10:15 am to 12:00 pm Case Study Workshop
Breakout into Groups - Groups and Callan Instructors
12:00 pm to 1:30 pm Working Lunch
1:30 pm to 3:30 pm Presentation of Case Studies and Critiques
3:30 pm to 3:45 Wrap up and adjourn