Advanced
Practice Drills: Building a Family Office Style Alternative Asset Allocation Model
A hands-on drill course for HNI and family office investors, angel syndicate leads and active commodity and currency traders who want to run alternatives like an institution. Working from one sample INR 150 crore family balance sheet, you will build a spreadsheet allocation model tab by tab: honest return and risk assumptions for private equity, private credit, real assets and Category III AIFs, unsmoothed volatility, an illiquidity budget tied to the family's cash needs, a factor map of what the book really owns, a commitment pacing engine for capital calls and distributions, liquidity stress tests, and a gross-to-net layer for fees, carry and Indian tax. The course ends with an investment committee memo built from your own model.
Family Office Asset AllocationAlternative Investment FundsCommitment PacingLiquidity Stress TestingPrivate Markets Modelling
MODULES
5
DURATION
~4 hrs
TRACK
Alternative Investing
What You'll Master
How to lay out an allocation model with clean input, assumption, engine and output tabs
How to set defensible return, volatility and correlation assumptions for Indian alternatives and why reported AIF returns must be unsmoothed first
How to size an alternatives sleeve from the family's liquidity needs rather than from a target return
How to map private equity, private credit, real assets and Category III strategies to underlying equity, credit, rate and inflation factors
How to model capital calls, distributions and NAV with the Takahashi-Alexander framework and turn it into an annual commitment plan
How to stress-test liquidity and the denominator effect, move from gross to net returns after fees, carry and tax, and present the model to an investment committee
Access Level
LEARNER
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates