Dr. Keith Black will start the web seminar with an overview of the alternative investment space followed by a deep dive into Private Equity. The presentation will be moderated by Alexis Belladonna, Global Director, Peer Engagement at 100 Women in Finance.
Presentation1: Global View of Alternative Investments (15 minutes)
The world of alternative investments continues to grow and change. Nearly $10 trillion in assets have flowed into the alternative investment industry in the last fifteen years. Now AI is starting to show up in mutual funds and ETFs. What might the future hold?
Presentation 2: CAIA Fundamentals of Alternative Investments - Lesson 14 - Private Equity 1 (30 minutes)
Introduction and Performance Analysis This lesson covers a range of topics related to private equity investment, including what private equity investment is and why it is useful in a portfolio. We look at the structure and life cycle of private equity funds and analyze the cash flows and fees that are characteristic of such funds. We examine various performance measures and walk through calculations related to the measurement of returns. Finally, we provide an overview of the main risks in private equity and its role in a portfolio context.
• What is Private Equity?
• Why Private Equity?
• Private Equity Fund Structure
• Cash Flows, Fees & Waterfall
• Common Performance Measures
• IRR Calculation
• TVPI, DPI, and RVPI Calculations
• Performance Measures
• Risks Associated with Private Equity