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BFI@SMU Frontiers in Alternative Investments
[Programme code: P220121FNJ]
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Designed for experienced RMs and financial advisers to develop an in-depth understanding of recent developments in alternative assets, an increasingly important part of UHNW portfolios in the context of a persistent low interest rate environment. Through the workshop, participants will learn about the latest trends in traditional alternative investments—venture capital, private equity, and hedge funds—as well as emerging alternatives such as catastrophe bonds, collectibles, cryptocurrencies and tokenized assets, income-sharing agreements, litigation finance, and more. The participants will develop and apply their knowledge in due diligence exercises, preparing them to evaluate the latest opportunities in alternative investments for a range of potential client portfolio applications.
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Training Duration/CPD Hours
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8 CPD Hours
1 Full Day, 9am - 6pm
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Delivery Platform:
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In-Person: venue TBA (Lunch provided)
Language: English
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Course Fee
The Institute of Banking and Finance (IBF) Financial Training Scheme (FTS) provides course fee subsidies to eligible company sponsored individuals who complete financial sector-specific training courses recognised under FTS courses.
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Course Fee per participant
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In-Person: SGD1,370.00 (before 8% GST)
(as low as SGD1,068.60^ or SGD979.60# after IBF-FTS Funding Scheme for eligible participants* and inclusive of GST)
^30% co-funding of direct training cost (capped at SGD500 per participant per course)
#70% co-funding of direct training cost for Singapore Citizens aged 40 years old and above (capped at SGD500 per participant per course)
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Eligible Participants*
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- All Singapore Citizens or Permanent Residents, physically based in Singapore and sponsored by financial institutions (FI) or eligible FinTech firms
- Licensed representatives such as insurance agents, financial advisers, and remisiers supported by FI principal
- General insurance (GI) agents registered with the General Insurance Association’s (GIA) Agent Registration Board
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Time
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Programme
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8:45am
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Sign-in starts
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9:00am
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Welcome Remarks
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9:10am
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Frontiers in Alternative Investments
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1:00pm
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Lunch Break
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2:00pm
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Workshop continues
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6:00pm
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End of workshop
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Programme Outline
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Frontiers in Alternative Investments
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(1) Recent Developments in “Traditional Alternatives”
- Review recent developments in traditional alternatives including venture capital, private equity, and hedge funds
- Conduct due diligence on different funds using public information
- Discuss due diligence examples and implications for portfolio allocations
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(2) Understanding and Evaluating “Emerging Alternatives”
- Review emerging alternative asset classes including asset definitions, return/risk characteristics, and investment strategies
- Conduct due diligence on different funds using public information
- Discuss due diligence examples and implications for portfolio allocations
- Analyze and discuss case study to illustrate how collectible assets fit into a UHNW/Family Office portfolio context
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| Trainer's Profile |
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Mr Matthew Dearth, Adjunct Faculty (Finance), Lee Kong Chian School of Business, Singapore Management University
Matthew Dearth is a consultant to investment managers and, since 2016, Adjunct Faculty (Finance) at Singapore Management University where he teaches graduate-level courses on sustainable finance and alternative investments. His nearly 30 years financial services experience includes roles with leading equity hedge fund Marshall Wace, global investment bank Goldman Sachs, and strategy consulting firm Booz Allen & Hamilton. Since founding his own firm in 2013, Matt has advised clients in the US, Asia and Europe on new product development, performance attribution analysis, and portfolio manager decision making. He holds a Master of Business Administration from Massachusetts Institute of Technology (MIT) and a Bachelor of Science in Civil Engineering and Operations Research from Princeton University.
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About Business Families Institute
In response to the growing needs for Asian-centric family business research and education, the Singapore Management University (SMU) established the Business Families Institute (BFI) in August 2012 to help business families build sustainable, impactful enterprises across generations. Through SMU’s core competence as a thought leader, BFI aims to strengthen the ecosystem of entrepreneurial business families and stakeholders in their creation of sustainable impact by addressing business family-specific issues such as succession, family governance, entrepreneurship and wealth management. The Institute also encourages business families to Think Generations, Think Growth, Think Giving and Think Global.
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