Strategic Investment Management: Real Estate and Private Equity

Introduction:

Through this Investment Management training we aim to address the principals to practise the latest industry strategies in Real Estate. The program focuses on asset management, business strategy and development, and investment strategy and execution to optimize your strategic edge. You will analyze key industry trends and challenges and return to your firm ready to evaluate and implement innovative investment approaches.

Targeted Groups:

• Individuals practicing in corporate finance, brokerage, and mergers and acquisitions
• General managers and specialists
• Chief investment officers
• Directors of investments
• Senior analysts
• Research directors
• Risk managers
• Investment advisors
• Capital managers

Course Objectives:

• Gain strategic insights into all segments of the industry
• Analyze complex challenges and potential solutions more effectively
• Broaden your range of potential investment and allocation strategies
• Extend your network by living and working with accomplished investment industry executives from various backgrounds and countries across the globe
• Build relationships with a diverse group of peers who can provide wide-ranging insights into your business challenges and career decisions

Targeted Competencies:

• Evaluation and implementation of innovative investment strategies across all industry segments
• Investment decisions in a world of expected low returns
• Challenges of size for both asset allocators and asset managers
• Strategic drivers of growth and profitability
• New approaches to investment policy design and execution
• Organization of institutional investors
• Drivers of success for activism as an investment strategy
• Co-investments in private markets
• Disruptive innovations in the investment management industry
• Search for alpha in today's environment
• Implications of the growth in index investing for markets and for the investment management industry in general
• Rise of smart beta investing and its implications
• Fintech as a disruptive industry force and strategic responses from incumbents
• Future of hedge funds and private equity
• Innovative fee structures for institutional investors
• Trade execution in a world of high-frequency trading and multiple execution venues
• Liquidity management in uncertain times
• Valuation and M&A of investment management firms

Course Content:

Unit 1: Capital Management

• Small company growth equity investing
• Private equity and distressed investing
• Value creation, destruction, and the capital markets
• Managing investing capacity constraints to grow assets
• Identifying and managing talent for investing success
• Underrepresented minorities among investment professionals
• Asset liability management

Unit 2: Finding Value: Paradigm Capital

• Modern value investing: The role of specialization in deal sourcing; characteristics of attractive targets; evaluation of deal flow; investing and divesting
• Hybrid investing
• Investment and management challenges of very large pools of capital
• Investment strategies in a world of low interest rates and expected returns
• Smart beta investing
• Challenges of spinning off an internal investment management operation into a successful firm

Unit 3: Frontier Markets Investing:

• Differentiated drivers and return and risk in frontier and emerging markets versus developed markets
• Developing an investing edge in emerging and frontier markets
• Portfolio positioning to navigate political and regulatory uncertainty
• Optimal fund structure

Unit 4: Real Assets

• Role of real assets in an investment portfolio
• Changing the covariance of real assets with inflation and other asset classes
• Real assets as an alpha-versus-beta opportunity

Unit 5: Commodities Investing: General Endowment Management

• Commodities as an asset class: Sources of short-term return and risk, and sources of long-term return and risk
• Inflation and commodities
• Commodities investing in today's markets: beyond futures

Unit 6: Fund Dynamics and Derivativities

• Drivers of risk and return in private credit investing
• Identification, evaluation, and structuring of opportunities in private credit investing
• Developing an edge in private credit: Structure, strategy, and management of private credit funds
• Future risk and return of the major asset classes
• Policy portfolio design
• Risk management and liquidity management
• Development of a successful investment organization