Cambridge
Academy
In London

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.

Course Objectives

By the end of this course, participants will be able to:

·        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

Target Audience

This course is designed for:

·        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 Outline:

Day 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

Day 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

Day 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

Day 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

Day 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

·        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