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ALTERNATIVE INVESTMENT FUNDS

ALTERNATIVE INVESTMENT FUNDS. PRIVATE EQUITY FUNDS. PRIVATE EQUITY FUNDS BARRIERS FACED WHAT IS IT FOR THE PORTFOLIO COMPANIES? EXIT AND RETURN ON INVESTMENT FUTURE. SOCIAL VENTURE FUNDS. HDFC CANCER FUND ACUMEN FUND. What is a Hedge Fund. Definition:

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ALTERNATIVE INVESTMENT FUNDS

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  1. ALTERNATIVE INVESTMENT FUNDS

  2. PRIVATE EQUITY FUNDS • PRIVATE EQUITY FUNDS • BARRIERS FACED • WHAT IS IT FOR THE PORTFOLIO COMPANIES? • EXIT AND RETURN ON INVESTMENT • FUTURE

  3. SOCIAL VENTURE FUNDS • HDFC CANCER FUND • ACUMEN FUND

  4. What is a Hedge Fund • Definition: An aggressively managed portfolio of investments that uses advanced • Objective: Investment strategies such as leveraged, long, short and derivative positions in both domestic and international markets with the goal of generating high returns (either in an absolute sense or over a specified market benchmark). The primary aim of most hedge funds is to reduce volatility and risk while attempting to preserve capital and deliver positive returns under all market conditions.

  5. Characteristics of hedge funds • Open only to Qualified Investors or Institutions. • Use advanced investment strategies. • Privately managed. • Loosely regulated • High Management fees.

  6. Fees structrure Management Fees: • Typically 1%-2% of assets under management. Usually charged quarterly in advance Incentive fee: • 20-25% of the fund is the norm

  7. INVESTMENTS IN DERIVATIVE FUNDS

  8. Securitization of Debt Funds SECURITIZATION OF ASSETS GSEs • Creation of Mortgage Pass-through's • Freddie Mac • Collateralized debt obligations • Fannie Mae • Ginnie Mae Federal-Owned

  9. COLLATERALIZED DEBT OBLIGATION ISSUANCE

  10. WHAT ARE COMMODITIES? • Primary and raw products • Exchange traded • On regulated exchanges • In standardized contract sizes • History • Regulated by- Forward Markets Commission (FMC)

  11. FUNCTIONING • Over the counter • Delivery based • Primarily between producers and consumers • Exchange traded ……. cont

  12. EXCHANGE TRADED • Features • Better price discovery • Larger number of participants • Chiefly derivative based • Margin money • Motive behind investment • Speculation • Arbitrage • hedging

  13. Real Estate – Types of Investments • Public securities (e.g., publicly traded REITs) • Some investors include REITs in their Equity allocation, not real estate • Real estate debt • Unsecured or secured • Investors typically bucket investing in RE debt in Fixed Income, not Alternatives • Private real estate investments  Alternative investment • Direct investment: owning interests in real estate • Funds: committing money, usually alongside other investors, to a third-party manager which in turn buys real estate

  14. SEBI Regulations for Alternative Investment Funds • The need for Regulation • Defining the objective • Regulations: • VC • PIPE • Debt • Infrastructure • Real Estate

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