Chartered Alternative Investment Analyst - CAIA level 1
Details
As the competition in investment industry continuously reaches a new level, new retail
and institutional products and structures are becoming more prevalent. Products
once considered alternative now have gone mainstream. Consequently, the need
for highly qualified investment professionals that have knowledge and skills to cope
with industry’s progress has accelerated in recent years.
An investment professional with globally recognized designations will not only separate
himself from the competition but also set his career path for a better future. In addition
to the CFA charter, the CAIA charter has become one of the most recognized designations
in the Investment Industry and is the only global educational standard designed for alternative
investment professionals Established in 2002, the CAIA designation is the highest standard
of achievement in alternative investment education and provides deep knowledge,
demonstrated expertise, and global credibility in alternative investment.
The CAIA program is designed to provide investment professionals with understanding,
knowledge, and expertise of analyzing and managing alternative investments.
More detail information can be accessed at www.caia.org
For more information on discounts, installment payments, feel free to get in touch at amet.i@leoron.com or give us a toll free call +971564020355.
Outline
How to approach the exam? The key elements
»» The 200 multiple choice questions and the more
than 70% of them that are of qualitative nature
Morning session (2 hours)
Afternoon Session (2 hours)
Professional Standards & Ethics
»» Ethical behaviour in the financial investment
industry based on the standards developed by
the CFA Institute
Exam Weight Topic 1: 15-20%
Afternoon Session (2 hours)
Introduction to Alternative Investments
»» Alternative Investments: definitions and concepts
including liquid alternatives
»» Quantitative techniques and Statistics: theory
and application including returns, risk measures,
CAPM, futures and options, alpha/beta concepts,
hypothesis testing and regressions
»» Benchmarking and performance analysis
Exam Weight Topic 2: 20-25%
Morning session (4 hours)
Introduction to Alternative Investments (cont.)
»» Alternative Investments: definitions and concepts
including liquid alternatives
»» Quantitative techniques and Statistics: theory
and application including returns, risk measures,
CAPM, futures and options, alpha/beta concepts,
hypothesis testing and regressions
»» Benchmarking and performance analysis
Exam Weight Topic 2: 20-25%
3
Afternoon Session (4 hours)
Real Assets
»» Natural Resources, Farmland & Timber: an overview
»» Commodities derivatives pricing and uses
»» Real assets: different underlyings and investment
instruments
»» Real Estate: different types of investments and
their characteristics and valuation aspects
Exam Weight Topic 3: 10-20%
Morning session (4 hours)
Hedge Funds
»» Hedge funds: the market including classification
matters and indices
»» Strategy discussions encompassing: Equity
Hedge, Global Macro and Managed Futures, Event
Driven, Relative Value, Multi-Strategies and Fund
of Hedge Funds
Exam Weight Topic 4: 10-20%
Afternoon Session (3 hours)
Private Equity
»» Private Equity: market (Mezzanine Debt, Venture
Capital, Buyouts) and developments
»» Discussion on the types of instruments
Exam Weight Topic 5: 5-10%
Afternoon Session (1 hour)
Recap
»» Focus on highlights
Morning session (4 hours)
Structured Products
»» Structured Products: what it is
»» Credit Risk definitions and modeling
»» Credit Derivatives: an overview
»» Collateralized Debt Obligations: categorizations and
how they work, simplified
»» Diverse Structured Products discussions
Exam Weight Topic 6: 10-15%
Afternoon Session (4 hours)
Risk Management & Portfolio Management
»» Learning from past disasters
»» Risk Management: concepts and mitigation aspects
»» Due Diligence of Asset Managers: a process discussion
»» From smart beta and alpha and alpha separation
and allocation matters
Exam Weight Topic 7: 5-10%
Morning session (4 hours)
Afternoon Session (4 hours)
Exam focus in interaction
»» Exam focus interactive with the participants
For more information on discounts, installment payments, feel free to get in touch at amet.i@leoron.com or give us a toll free call +971564020355.
Special Offer
For more information on discounts, installment payments, feel free to get in touch at amet.i@leoron.com or give us a toll free call +971564020355.
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