On Demand: Alternative Investing Course
Designed specifically for financial professionals, the course features three sessions with engaging classes that will cover in-depth discussions on key asset classes, portfolio construction, asset allocation, vehicles, fees, and more. The program is complimentary and offers continuing-education (CE) credits, and will be available on demand following each of the live sessions.
Session 1 Alternative Investing Essentials Part One
Now Available On Demand
Credits
4
CFP / IWI / CFA
CE Credits
Topics
- Understanding Capital Markets
- Private Equity & Venture Capital
- Private Credit & “Hybrid”
Session 2Alternative Investing Essentials Part Two
Now Available On Demand
Credits
4
CFP / IWI / CFA
CE Credits
Topics
- Real Estate
- Infrastructure
- Digital Assets
- Hedge Funds
Session 3Practical Considerations
Now Available On Demand
Credits
2.5
CFP / IWI / CFA
CE Credits
Topics
- Commodities
- Understanding Portfolio Construction
- Asset Allocation
- Risk Considerations
- Fund Structures
- Fees
On-Demand Classes
Class 3Private Credit: An Allocation Strategy for 2023
Now Available On Demand
Credits
1
CFP / IWI / CFA
CE Credit
Topics
- Jim Vanek, Co-Head of Apollo’s Global Performing Credit business, discusses his views on the current investment landscape for private credit and what it can mean for investors’ allocations in 2023 and beyond. The presentation will be followed by a Q&A session.
In this class, Jim covers:- What’s the outlook for private credit in 2023?
- What are current opportunities and entry points?
- Why is private credit a key portfolio allocation strategy?
Class 22023 Economic and Capital Markets Outlook
Now Available On Demand
Credits
1
CFP / IWI / CFA
CE Credit
Topics
- Watch Apollo Chief Economist Torsten Sløk discuss his views on what’s in store for the economy and capital markets in 2023.
In this class, Torsten covers:- The outlook for the global economy in the year ahead
- What to expect from the Federal Reserve
- Potential impacts on equity and fixed-income markets
Class 1Why Alternatives in Retirement Portfolios
Now Available On Demand
Credits
1
CFP / IWI / CFA
CE Credit
Topics
- Matt O’Mara, Lead Portfolio Manager, Insurance Solutions Group, discusses his views on why investing in alternatives matters to investors seeking to build wealth and save for retirement, especially at a time when traditional 60/40 portfolios of public equities and bonds are being challenged.
In this class, Matt covers:- Secular trends impacting alternative investments
- Incorporating alternatives into traditional allocations
- Establishing a diversified alternatives portfolio
Master the Basics
Apollo defines “alternatives” as an alternative to publicly traded stocks and bonds, seeking excess returns at every point along the risk-reward spectrum. We group our solutions in three categories: Equity, Hybrid (as defined as a mix of equity and debt), and Yield. Apollo’s introductory videos describe the basics of each alternative asset class. Taught by Keith Black, Adjunct Faculty at the University of Massachusetts, the videos cover the full spectrum of alternative asset classes (including venture capital and commodities, which Apollo’s solutions don’t currently address). They provide a broad understanding of the space for those seeking to invest in, or to augment, their exposure to alternatives.
