Strategic Investment Management: Real Estate and Private Equity Solutions

Introduction:

This Strategic Investment Management: Real Estate and Private Equity Solutions Course has been developed to provide trainees with the latest market tactics and principles. The course focuses on asset management, business strategy and development, as well as investment strategy and execution, all aimed at enhancing your strategic advantage. You will also learn about the most prominent trends shaping the industry, equipping you with the knowledge to assess and implement innovative investment approaches.

Objectives:

Upon completion of this Strategic Investment Management: Real Estate and Private Equity Solutions Course, participants will be able to:

• Gain a strategic overview of all parts of the real estate and private equity sectors.
• Address complex problems by identifying effective solutions.
• Enhance their range of potential funding and allocation strategies.
• Expand their network by interacting with established investment industry leaders from various nationalities.
• Build relationships with fellow participants who can share experiences regarding business challenges or career decisions.

Training Methodology:

The following methods will be employed to achieve the course objectives:

• Strategic Case Studies
• Investment Simulation Exercises
• Expert-Led Discussions
• Peer Collaboration Workshops
• Interactive Strategy Sessions
• Analytical Modeling Exercises
• Real-World Scenario Analysis
• Networking Activities
• Mentorship and Coaching Sessions
• Action Learning Projects (ALP)

Course Outline:

Unit 1: Capital Management

• Investment in small company growth equities
• Evaluating distressed investing from a private equity standpoint
• Understanding value creation and destruction in capital markets
• Increasing assets under management by overcoming capacity constraints
• Talent identification in investments
• Inclusion of underrepresented minority groups among investment professionals
• Liability management of assets

Unit 2: Finding Value: Paradigm Capital

• Modern value investing, including specialization in deal sourcing, attractive targets, and divesting
• Hybrid Investing
• Investing and managing very large pools of capital
• Expected returns versus strategies in a low-interest-rate world
• Smart Beta Investing
• Spinning off an internal investment management operation into a successful firm

Unit 3: Frontier Markets Investing

• Differentiating drivers, returns, and risks in frontier and emerging markets compared to developed markets
• Creating value in emerging and frontier markets through investment ideas
• Positioning portfolios for political and regulatory uncertainty
• Optimal fund structure

Unit 4: Real Assets

• The role of real assets within an investment portfolio
• Changing correlations between real assets and inflation, as well as other asset classes
• Real estate-backed assets, typically on an alpha versus beta basis

Unit 5: Commodities Investing: General Endowment Management

• A primer on commodities as an asset class; sources of short-run and long-term returns and risks
• Inflation-linked securities and commodity exposure
• Beyond futures – modern investment options for commodities

Unit 6: Fund Dynamics and Derivatives

• Determining the level of risk associated with private credit investments
• Evaluating and structuring private credit investment prospects
• Gaining unique insights into the structure, strategy, and operations of private credit funds
• Cash or liquidity management within modern portfolio theory
• Policy Portfolio Design
• Risk management and liquidity management
• Constructing a successful investment organization