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Course Description

Number of Modules: 2  |  Credit Hours: 10

UEC Credits: 1

Final exam passing grade: 60%

This course offers an overview of the most common types of alternative investments such as real estate, venture capital, hedge funds, closely held companies, distressed securities and commodities. Most importantly, this course teaches methods to analyse alternative investment opportunities, their risks and how they might impact on returns.

Modules

Expert advice and in-depth features

NOTE: The modular nature of this program allows different learners to tailor their courses to their needs. You may choose to take one course (for interest, or for a personal need), a series of courses (for career advancement, for example), or a series of modules (for professional certification preparedness in a particular field).

View course objectives

Credit Hours:

Alternative investments are contemporary investment vehicles and strategies that have grown more popular and are competing with the traditional financial instruments (stocks, bonds, and derivatives). High net worth individuals and institutional investors have been increasing their allocations to Alternatives. This module describes the most common types of such investments and touches upon their valuation methods, risks and return profiles. The categories discussed are real estate, venture capital, hedge funds, closely held companies, distressed securities, and commodities.

Credit Hours:

Investing in commodities is not anymore confined to commodity producers and industrial users. This module discusses the basic shape of commodity futures curves (contago and backwardation formations) and explains the various sources of return and risk in a commodity investment. The commodity market sector is also discussed within a portfolio context and the role and nature of a commodity index are also explained.

Instructor

Dr. Efi (Efstathia) Pylarinou is a Fintech and Blockchain global influencer and advisor.

www.efipylarinou.com

She holds a Ph.D. in Finance and is a seasoned Wall Street professional.  She is No.3 influencer in the finance sector and No.1 woman influencer, by Refinitiv Global Social Media 2019. She is included in the Top 14 Women in Finance Influencers 2019 Onalytica, and the 2019 Onalytica Top 100 Wealth Management Influencer list

And in many more rankings.

She is the cofounder and author of Daily Fintech. She has over 184,000+ followers on Linkedin and 7,500 on Twitter.  Her domain focus is on innovations on Digital Wealth Management & Capital Markets.

She is a contributing author of the the 2019 4IR AI Blockchain Fintech IOT book and the 2018 WealthTech book by Wiley. She speaks frequently on Blockchain and Capital markets trends.

She holds a Ph.D. in Finance, an MBA and an undergraduate degree in Mathematics. Her thesis focused on a Chaotic Approach to stock market returns. Efi has worked on Wall Street in the fixed income Sales and Trading operations of three major Wall Street firms. She started at Salomon Brothers in the fixed income derivatives department in researching and marketing structured products. She subsequently moved to Bankers Trust in the Latin American Emerging markets fixed income trading area, and concentrated in modeling Brady bonds and investing in Latin American local fixed income securities. She then moved to SC Cowen to build their local fixed income business. She lived through the derivatives Orange county crisis, the Mexican crisis, as well as the Russian and Asian debt crises of the 90s.

She is a published author of financial books with J. Wiley: (1) An emerging markets fixed income handbook co-authored with Frank Fabozzi (2002), Investing in Emerging Fixed Income Markets; (2) Local fixed income arbitrage, chapter in the Handbook of Emerging Fixed Income and Currency Markets.

Efi has worked as a European marketer for Dalton Investments, an LA-based hedge fund concentrating in Asian and distressed investment opportunities. Additionally, she taught Derivatives and Real Estate Finance at McGill University.

You can connect with her on:
LinkedIn: https://ch.linkedin.com/in/efipylarinou 

Twitter: @efipm 

Youtube channel:  https://www.youtube.com/c/efipylarinou/;

Facebook business page https://www.facebook.com/efipm/

Course instructors and the program director are available to you at all times via email to answer your questions about course contents and how to organize your study time wisely to get the best out of the study materials. KnowledgeOne also provides technical support via email and phone:

Email: fac@knowledgeone.ca
Tel.: (514) 989-1616

“I loved having the possibility to study whenever and wherever I could; topics were very well explained by the instructor; plus I had the possibility to take the tests many times.”

John H.

“Very easy to use – Very good instructor – Notes easy to use and follow.

Margaret N.

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