Alternative Investments Primer

About this course

An objective survey of alternative assets. Understand the return drivers, fees, liquidity constraints and diligence questions for the alternatives most commonly offered to individual investors.

What you will learn

• Survey the major alternative asset classes
• Evaluate fees and liquidity terms
• Ask the right diligence questions
• Size alternatives within a portfolio

1. Module 1

   Introduction

   2 lessons
   • Welcome to Alternative Investments PrimerVideo · 8 min · Free preview
   • Course Roadmap and Completion RequirementsWritten lesson · 5 min · Free preview

2. Module 2

   Core Principles

   2 lessons
   • Wealth Measured in Cash FlowVideo · 8 min
   • The Four Levers: Income, Savings Rate, Return and TimeWritten lesson · 5 min

3. Module 3

   Portfolio Structure

   2 lessons
   • Core and Satellite AllocationVideo · 8 min
   • Income Streams ComparedWritten lesson · 5 min

4. Module 4

   Financial Analysis

   2 lessons
   • Building a Personal Balance SheetVideo · 8 min
   • Measuring Passive Income CoverageWritten lesson · 5 min

5. Module 5

   Risk Management

   2 lessons
   • Concentration RiskVideo · 8 min
   • Illiquidity and Lock-UpsWritten lesson · 5 min

6. Module 6

   Real-World Examples

   1 lessons
   • Example: An Illustrative $100,000 Education PlanVideo · 8 min

7. Module 7

   Case Study

   1 lessons
   • Case Study: A Ten-Year Cash Flow PlanCase study · 8 min

8. Module 8

   Final Assessment

   2 lessons
   • Final AssessmentQuiz · 3 min
   • Applied AssignmentAssignment · 6 min