Joint PG Certification in Hedge Funds and Portfolio Management Services

Knowledge Partner:

A fast-track online course tailor-made for Indian Students and Finance Professionals looking for a career in Alternative Investments and Portfolio Management.

  • Customizable Format
    Core Program in Hedge Funds + Integrated Program with Data Analytics
  • Global Internship Program
    8-week Virtual Internship in Canadian Hedge Funds Markets
  • Duration
    3 – 8 Months
    Recommended Study: 10 hours/week
  • Start Date
    August 21, 2021

Program Highlights

Speakers and Industry Experts from Canada, USA and India

Integrated course with Data Analytics

8-week Virtual Internships with North American Companies

Customizations with Multiple Entry Exit Points

Ubiquitous Learning

New Career Opportunities

Opportunity in Hedge Funds and Portfolio Management

Investment management services are imperative for the development of any economy, as Portfolio Managers understand the investment objectives and constraints of their clients and make suitable investments, as per the investment mandate. Category III AIFs in India have been investing the funds faster, in order to generate alpha by employing diverse trading strategies. Category III AIFs now manage capital commitments worth more than USD 7 billion, which is a miniscule portion of a USD 4 trillion Global Hedge Fund Market.

The Alternative Investment Market requires qualified professionals to serve the Institutional Investors and High Networth Individuals allocating capital in big ticket sizes. The course will help you get practical knowledge on different legal structures permissible to form Category III AIFs and PMS, investment strategies deployed, applicable regulatory norms, due diligence practices, valuation policies, performance attribution and the accounting processes followed in this industry.

Program Structure

Minimum Eligibility

- Graduate Degree in any field

- Successful completion of interview

India Track : 30 Hours

- Hands-on experience of Indian Alternative Investment Market

- Category III AIF and PMS

Canada Track: 5 Hours

- Industry Experts Sharing knowledge
on Global Hedge Funds Market

Canada Track : 30 Hours

- Practical Experience in Programming and Data Analytics in Hedge Funds and PMS

Canada Track: Virtual Internship

- 8 Week, Internship Programs in Financial Services, for shortlisted students of the batch

Final Assessment Test

WHY CICE - CARLETON

Established in 2011, CICE is a research and training centre as it seeks to strengthen the bilateral ties between Canada and India. Under its Capacity Building mandate, CICE partners with Carleton University’s various faculties and experts to develop custom professional development and academic offerings for Indian students, professionals, and businesses..

Carleton University is a comprehensive university located in the capital of Canada, Ottawa, Ontario. Carleton University has more than 2,500 professors and staff members and 28,000 students. Carleton’s creative, interdisciplinary and international approach to research has led to many significant discoveries and creative works in science and technology, business, governance, public policy and the arts.

WHY CAREERTOPPER

CareerTopper was established in 2015 with a mission to bridge the knowledge gap in Alternative Investments and Finance. CareerTopper has provided skill development programs to more than 4000 participants from Regulators, Exchanges, Banks, Start-up Accelerators, B-schools and Training Institutes, on niche topics such as Private Equity, Venture Capital and Hedge Funds.

In addition to enabling corporate professionals, CareerTopper has been working closely with finance aspirants and students, by providing them virtual training programs in Finance, Risk Management, Alternative Investments and Wealth Management.

Curriculum

  • INDIA TRACK
  • CANADA TRACK
  • DATA ANALYTICS TRACK

INTRODUCTION TO CATEGORY III AIFS AND PMS

  • Explain the characteristics and types of Alternative Investment Funds and PMS
  • Differentiate between Traditional Category III AIF, Mutual Funds and PMS
  • Identify the market participants in the AIF ecosystem
  • Analyse the process of Risk Management and Portfolio Diversification through AIF and PMS

REGULATORY LANDSCAPE IN INDIA FOR CATEGORY III AIFS AND PMS

  • Explain the Components of Offer Documents
  • Understand the Applicability of SEBI Regulations for AIFs and PMS
  • Overview on the SEBI (Mutual Funds) Regulations and comparison with applicability of SEBI Regulations for AIFs and PMS
  • Draft Investment Agreements and Fund Documentation for Category III AIFs
  • Analyse the rules for Distribution and Marketing of Category III AIFs and PMS

CANADIAN REGULATORY LANDSCAPE FOR INVESTMENT MANAGEMENT

  • Identify the roles and responsibilities of key regulators and recent regulatory reforms
  • List the Registration categories for individuals and firms and understand the Compliance policies and procedures for investment management firms.
  • Case Study: Process to start your Investment Management Firm in Canada

CONSTRUCTING INVESTMENT PORTFOLIOS

  • Enumerate the “Know your client” (KYC) process and Investment Policy Statements (IPS) for separately managed accounts
  • Understand the role of active and passive management through asset allocation
  • Case Study: Constructing model portfolios for clients

REGULATORY LANDSCAPE IN INDIA FOR CATEGORY III AIFS AND PMS

  • Explain the Components of Offer Documents
  • Understand the Applicability of SEBI Regulations for AIFs and PMS
  • Overview on the SEBI (Mutual Funds) Regulations and comparison with applicability of SEBI Regulations for AIFs and PMS
  • Draft Investment Agreements and Fund Documentation for Category III AIFs
  • Analyse the rules for Distribution and Marketing of Category III AIFs and PMS

Faculty

Archit Lohia
Founder & CEO at
CareerTopper

Archit is passionate about the Alternative Investments Market and aims at enabling finance professionals to hone the niche skills within this market. He is Chapter Executive of the CAIA Association India Chapter and an active member of the CFA Society, India. He has worked with Ernst & Young and BSE Ltd., in areas such as, Regulations, Compliance, IPO Process, Information Management Systems, Investment Analysis, Audit and Finance. His start-up works for Indian Regulators, Banks, Mutual Funds, Foreign Universities, Start-up Accelerators and a number of Training Institutes and B-schools.

He likes to write books and articles on the Alternative Investments industry and is a regular speaker at national and international forums.

Anthony Tarasio
Co-Founder & Portfolio Manager at
Kolona Capital Management

Anthony is the Co-Founder of Kolona Capital Management; an investment management firm based in Toronto, Canada. He is a Portfolio Manager for the Kolona Flagship Fund LP – a global macro hedge fund.

Prior to launching Kolona, Anthony worked at a large multi-family office where he ran the Flagship Dividend Growth Fund, launched the firm’s Private Equity Strategy, and sat on the firm’s Investment Committee and Compliance Committee. Anthony obtained his Bachelor of Commerce with a specialization in Finance and Accounting from the University of Ottawa. He is a Registered Portfolio Manager and Options Trader.

Seyyedomid (Omid) Badretale
Research Data Scientist at Royal Bank of Canada (RBC) Capital Markets

Seyyedomid (Omid) is a Research Data Scientist at Royal Bank of Canada (RBC) Capital Markets. He utilizes data science skills to deliver differentiable insights to RBC equity research analysts and institutional clients. He has 4+ years of experience in Predictive Modeling, Natural Language Processing, Time Series Modeling, and Location Intelligence. He has taught several data analytics and data science courses including Data Analytics in Finance and Machine Learning.

Omid holds a master’s degree in Computer Engineering from Ryerson University, Canada.

Litesh Gada CFA
Founder at Aureus Consultancy

Litesh has over 12 years of professional experience in Private equity, investment management, direct tax (advisory), mergers & acquisitions (tax & regulatory) and corporate finance. He has a rich and in-depth knowledge in valuation, investment structuring, mergers & acquisitions and transfer pricing. Mr. Gada’s core expertise is to assist mid and small companies with growth potential in raising funds and scaling operations. Litesh has worked with organisations like PwC, SEAF and SREI Alternatives. Prior to starting Aureus, Litesh was Fund Manager at SREI Alternatives for their Rural Innovation Fund. He was awarded with 40 Under 40 Alternative Investment Professionals in India award by IAAIF in January 2018. He is a CFA, CA, CS and has done his Bachelors and Masters in Commerce from Mumbai University. He is a long distance runner since 2009 and has successfully completed 8 full marathons and 4 half marathons

WILL I GET CERTIFIED?

Upon completing the Core Program or the Integrated Program, you will receive an industry-recognized, internationally accredited Certificate of Completion from the Canada-India Centre for Excellence, Carleton University and CareerTopper.

Virtual Internship Program

The Virtual Internship Program will be extended to students in the North-American Market, on a best-effort basis, in the following industries:

  • Hedge Funds
  • Legal Advisors
  • Investment Research and Third-party Consultants
  • Fund Administrators and Accountants
  • Tax Advisors
  • Fund Distributors

Disclaimer: Please note that internship opportunities will be provided on best-effort basis, as per the availability of internships in North-American Markets. This depends on the market and economic conditions in Canada and North American Markets.

Who is this Program For?

Whether you want to make a career in the buy-side industry or become an Investment Manager, this program is the right one for you. Professionals who can seek this program are:

  • Distributors and Marketing Professionals
  • Research Analysts
  • Family Offices
  • Wealth Management Firms
  • Institutions and HNI Investors
  • Investment Advisors
  • Lawyers and Tax Advisors
  • Accountants and Fund Administrators
  • Trustees
  • Custodians
  • Investment Managers
  • Freshers
  • Finance Students

Admission Process

ENQUIRE
INTERVIEW
ENROLL

Program Fees

Core Program
Duration: 3 Months
Fees: Rs. 21,000 + GST

Important Dates:
Registration Starts: July 15, 2021 Interview Window: August 10 to August 24, 2021
Course Starts: August 21, 2021 Final Exam Date Window: November 27, 2021 to December 05, 2021

Integrated Program
Duration: 6 Months
Fees: Rs. 35,000 + GST

Important Dates:
Registration Starts: July 15, 2021 Interview Window: August 10 to August 24, 2021
Course Starts: August 21, 2021 Final Exam Date Window: February 26, 2022 to March 06, 2022

Contact Us

Career Topper Online Education Pvt. Ltd.

525, Arun Chambers, 5th Floor, Tardeo,
Mumbai 400 034, Maharashtra, India
Phone: +91-93213 06866 / 022-35103515
Email: info@careertopper.com
Website: www.careertopper.com

Canada India Centre for Excellence

Carleton University
1125 Colonel by Drive
Ottawa, ON K1S 5B6, CANADA
Email: india@carleton.ca
Website: www.carleton.ca/india

FAQs

Upon the successful completion of this program, you will get a Post-Graduation Certificate duly
signed by the directors of CICE – Carleton University and CareerTopper. This certificate is equivalent
to a Professional Qualification for the Alternative Investment industry.

Ideally, you will have to spend 7 to 10 hours per week during the course of the program to learn and
pass this course successfully. Overall, this program is for duration of 8 months (3 months core
program + 3 months data science + 2 months internship).

This is a 100% online course which can be taken from anywhere in India. This means that you can
enrol for this course and learn from the convenience of your home, no matter in which city you are
residing in.

There is a flexible fee structure. You can choose a program from a number of available options, as
per your preference, and you will be charged accordingly.

You will be provided with study materials in the form of online virtual classes, powerpoint
presentations, quizzes, assessment tests, and e-books.

You can visit our website use any online method to pay for this program including credit or debit
cards, net banking, PAYTM, PHONE PE, or any other payment wallet.

No. The fees once deposited will not be refunded to you under any circumstances if you choose to
withdraw from the course mid-way. Read all terms and conditions of the program carefully and get
in touch with us info@careertopper.com for any queries before taking the admission.