Swiss Certified Wealth Planner (International)TM

Module D: Alternative Investments
 

Lecturer

Prof. Thomas Fischer

Master degree in Business Administration, Master degree in Law, Master degree in Psychology, master degree of advanced studies in Applied Ethics, Attorney at Law, lecturer at the University of Applied Sciences Northwestern Switzerland,
Thomas Fischer started his career as a lawyer at RMF, a multi-billion fund of hedge funds. In 2002 he started his own due diligence company aicons Ltd. In 2014 he started his own asset management company Swiss ALP Asset Management GmbH, which specialises in new alternative strategies, such as factoring, bridge lending or crypto currencies and private equity.
At the University of Applied Sciences Northwestern Switzerland, he was lecturer for corporate finance for about 15 years. He is now lecturing leadership psychology.
 
Outcome
 
This module provides an overview of the alternative investment opportunities and shows how to select respective funds.
As an outcome, the participants will be able to

• understand the difference between traditional and alternative investment categories

• understand the different hedge fund strategies

• understand the different private equity strategies

• understand the generic process of an investment due diligence, an operational due diligence and a legal due diligence 

• understand the particularities of a hedge fund due diligence

• understand the particularities of a private equity due diligence

• do a first level analysis of hedge funds

• do a first level analysis of private equity funds

Curriculum Content（2 Days）
 
Alternative investments categories

• Overview

• Hedge Funds (HF)

• Private Equity (PE)

 
Due diligence of alternative investment funds

• Overview

• Investment due diligence of HF and PE

• Operational due diligence of HF and PE

• Legal due diligence of HF and PE

Case studies

• Case study Hedge Fund

• Case study Private Equity Fund