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Lesson 1: Introduction to Alternative Investments

Topics covered in this chapter are:

  • What are Alternative Investments?

Lesson 2: Investing in Alternatives — Benefits and Risks

Topics covered in this chapter are:

  • Why Invest in Alternative Investments?
  • Efficient Frontier
  • Empirical Evidence
  • What is Risk?
  • Alternative Strategy Risk Drivers

Lesson 3: Alternative Investment Structures

Topics covered in this chapter are:

  • Exempt Market Alternative Funds (Hedge Funds)
  • Who can Invest in Hedge Funds?
  • Hedge Fund Features
  • Alternative Mutual Funds (Liquid Alts)
  • Funds of Hedge (or Liquid Alts) Funds
  • Closed-End Funds
  • Exchange-Traded Funds (ETFs)

Lesson 4: Comparing Alternative Mutual Funds with Conventional Mutual Funds and Hedge Funds

Topics covered in this chapter are:

  • Comparing Alternative Mutual Funds with Conventional Mutual Funds and Hedge Funds

Lesson 5: Alternative Investment Strategies

Topics covered in this chapter are:

  • Alternative Investment Strategy Categories
  • Relative Value Strategies
  • Event-Driven Strategies
  • Directional Strategies
  • Multi-Strategy Funds
  • Leveraged ETF Strategy
  • Investment Strategies Most Appropriate for Alternative Mutual Funds

Lesson 6: Alternative Strategy Fund Performance Measurement

Topics covered in this chapter are:

  • Risk Measures
  • Performance Benchmark

Lesson 7: Due Diligence and Suitability of Alternative Strategies

Topics covered in this chapter are:

  • Key Due Diligence Areas for Advisors
  • A Comprehensive Due Diligence Process
  • Suitability

Appendix: An Introduction to Derivatives

Topics covered in this chapter are:

  • What is a Derivative?