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X-ORIGINAL-URL:https://investci.com/
X-WR-CALNAME:Investment Training and Consulting Institute, Inc.
X-WR-CALDESC:Premier Provider of Investments and Derivatives Audit Training and Consulting
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CLASS:PUBLIC
UID:MEC-861dc9bd7f4e7dd3cccd534d0ae2a2e9@investci.com
DTSTART:20260714T133000Z
DTEND:20260714T213000Z
DTSTAMP:20260317T134600Z
CREATED:20260317
LAST-MODIFIED:20260608
PRIORITY:5
SEQUENCE:22
TRANSP:OPAQUE
SUMMARY:Understanding and Auditing Alternative Investments (with Private Credit Focus) – Virtual
DESCRIPTION:This one-day virtual seminar provides participants with an overview of the most common alternative investments in the global market including Private Equity, Private Credit and Hedge Funds. In addition, this class will have a sperate section that will focus specifically on the Private Credit Alternative Sector to address the current issues that are developing in the market as of late. \nUnderstanding the Alternative Investment markets and all the critical characteristics of these investments as can be extremely challenging. However, given the concentration of these assets in today’s investment portfolios, Auditors have no choice but to “jump in”.  Herein lies the problem. How are we to conduct an effective risk-based audit of Alternatives when we don’t understand them? That is where ITCI is here to assist you. This one-day class will assist you not only to better understand this asset class — but will also identify the key risk of these private investments. Then the class will focus on the effective internal controls that must be in place at your firm and help you to define audit objectives, audit scope and audit program steps to get you started.\nUnderstanding and Auditing Alternative Investments Course Features and Discussion Topics:\n(Course Content Subject to Change to Address Current Market Conditions)\nAlternative Investments Overview:\n\nUnderstanding the history of alternatives and interrelated importance of alternatives in today’s market.\nDelineating the market structure and investing parameters of Alternative Investments.\nUnderstanding the unique characteristics and structures associated with the different types of Alternative Investments including Private Equity, Private Credit, Hedge Funds, Co-Investment, etc.\nLearning the legal structure of alternatives both from the investing and the portfolio management side.\n\nComingled and limited partnerships\nSeparate accounts and the fund of one\nUnderstanding the critical roles in your company\nDiscussing the general partner’s role who is managing the investments.\n\n\nThe advantage and disadvantages of investing into the alternative market and discussing the critical success factors.\n\nCorrelations to other Asset Sectors\nPerformance\nIncentive Structure and Management Fees\nOversight and due diligence\nTransparency or the lack thereof\nThe long-term investment and liquidity terms\nRegulatory and reporting requirements\nIncentive and management fees\n\n\n\nDiscussing the Private Credit Alternatives and The Current Market\nIn this class, we will focus on the private credit sector that has grown exponentially in the last decade but currently is under the microscope. The recent decline in the sector reflects a convergence of pressures rather than a single catalyst. Sentiment has been weighed down by a series of negative headlines, while investors have grown increasingly focused on potential redemption pressure and the durability of underwriting standards across the private credit landscape. At the same time, the rapid emergence of AI has introduced a new layer of uncertainty, particularly given private credit’s meaningful exposure to the software sector.\nAuditing Alternative Investments – A Risk Based Approach:\n\nUnderstanding the Risk of Alternative Investments.\n\nMarket Disruptions, Business, Strategy, Legal/Contracts, Financial, Liquidity, Leverage, Valuation & Performance, Accounting, Manager Fees, Administrative, Legal & Regulatory, Sourcing, Oversight, Reporting, Strategy Drift, Loss of Key Managers, Country, Reputational… etc.\n\n\nDiscuss Best Practices and Key Controls in Alternative Investments.\nDiscuss the critical Alternative Investments Audit Objectives and Audit Scope\n\nVery important to “Ring Fence” the scope and objectives.\nAlternative Investment considerations during Audit Planning.\nCritical Audit Steps to Consider in developing the Audit Program.\n\n\nDiscuss Critical Audit Steps to include in your audit programs.\n\nCourse Information:\nCourse times are 8:30 am – 4:30 pm Central Time. For virtual courses, the virtual meeting link and course materials will sent 3-5 days before the course start date.\n\n\n\nCourse Duration:\n1 day(s)\n\n\nCPE Hours Available:\n8\n\n\nField of Study:\nAccounting (4),  Specialized Knowledge (4)\n\n\nProgram Level:\nIntermediate\n\n\nPrerequisites:\n​General Knowledge of Audit & Investments\n\n\nAdvance Preparation:     \nNone\n\n\nDelivery Method:\nGroup Live or Group-Internet Based\n\n\n\n\n\n\n\nInvestment Training and Consulting Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credits. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\n\n\nAttendance Requirements:\nIn order to be awarded the full CPE hours, attendees must complete at least 3 attendance monitoring mechanisms (codewords, polls, etc) per CPE hour.\n\n\nPolicy Information:\nFor more information regarding how to register for a course, refund, program cancellation, complaint resolution policy and other frequently asked questions, please visit our Q&A page or contact our office at 785-783-8201.\n\n\n\n
URL:https://investci.com/events/cida-review-course-878-416-660-107-126-995-470-994-554-588/
ORGANIZER;CN=ITCI:MAILTO:info@investci.com
CATEGORIES:2026 Seminar Series,Understanding and Auditing Alternative Investments
LOCATION:Virtual Webinar
ATTACH;FMTTYPE=image/jpeg:https://i0.wp.com/investci.com/wp-content/uploads/2021/07/investci-9.jpg?fit=2048%2C1459&ssl=1
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