Hedge Fund Strategies and Due Diligence Course

Name: Hedge Fund Strategies, Risk and Due Diligence Course
Availability: InStock

Evaluate hedge fund structures, strategies, performance, risks, managers, operations, and portfolio fit through practical decision tools.

Hedge Fund Strategies and Due Diligence Course

At a glance

Duration: 5 days
Format: Classroom
Cities: Madrid, Zanzibar, London, Abu Dhabi, Amsterdam, Nice and more
Next session: 12 – 16 October 2026, Madrid
Average fee: 5,800 €

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Hedge Fund Strategies, Risk and Due Diligence Course

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Overview

Hedge Fund Strategies, Risk and Due Diligence Course is a five-day foundation-to-intermediate course for investment analysts, portfolio professionals, family office teams, wealth managers, risk staff, and institutional investors, who leave with a Hedge Fund Evaluation File. The course connects fund structures, strategy behavior, fees, leverage, liquidity, performance evidence, manager selection, operational controls, portfolio allocation, and ongoing monitoring. Agile Leaders Training Center delivers practical hedge fund evaluation and due diligence training.

Who Should Attend

Investment functions responsible for researching alternative investment opportunities
Portfolio functions responsible for allocation and diversification decisions
Family office functions responsible for external manager selection
Wealth advisory functions responsible for suitability and risk communication
Risk functions responsible for leverage, liquidity, and counterparty exposure
Oversight functions responsible for manager monitoring and governance evidence

The course assumes participants already review investment information or support portfolio decisions and leaves out advanced derivatives pricing, fund formation legal drafting, and technology transformation.

Departments and Industries

The course supports departments that evaluate pooled investments, external managers, portfolio risk, and governance across institutional and advisory settings.

Asset management and alternative investment teams
Family offices and private wealth functions
Pension, endowment, and insurance investment functions
Banking investment and treasury departments
Risk, compliance, audit, and operational oversight teams
Investment consulting and fiduciary advisory functions

Learning Objectives

By the end of this course, participants will be able to:

Compare hedge fund structures and strategy families
Analyze leverage, liquidity, valuation, and counterparty risks
Apply risk-adjusted performance and fee measures
Evaluate investment and operational due diligence evidence
Build manager selection and monitoring scorecards
Use portfolio allocation criteria for hedge fund decisions

Course Agenda

Day 1: Hedge Fund Structure and Terms

Private Fund Structure and Stakeholder Map
Offering Document Review Checklist
Management and Performance Fee Waterfall
High-Water Mark and Hurdle Rate Worksheet
Subscription, Redemption, Gate, and Lockup Terms Matrix

Day 2: Hedge Fund Strategy Families

Long-Short Equity Exposure Map
Event-Driven Strategy Scenario Grid
Relative-Value Arbitrage Position Map
Global Macro and Managed Futures Driver Matrix
Multi-Strategy and Fund-of-Funds Comparison

Day 3: Performance and Risk Analysis

Return Stream and Benchmark Comparison Sheet
Volatility, Drawdown, and Downside Risk Dashboard
Risk-Adjusted Performance Measure Set
Leverage and Gross-Net Exposure Schedule
Liquidity, Valuation, and Counterparty Risk Register

Day 4: Manager Due Diligence and Allocation

Investment Due Diligence Question Set
Operational Due Diligence Control Review
People, Process, and Philosophy Assessment
Manager Selection Weighted Scorecard
Portfolio Role and Allocation Decision Matrix

Day 5: Hedge Fund Evaluation Practice

Exercise: Strategy Classification and Return Driver Review
Exercise: Fee and Performance Evidence Analysis
Exercise: Leverage, Liquidity, and Counterparty Risk Review
Exercise: Manager Due Diligence Committee Decision
Capstone Exercise: Hedge Fund Evaluation File

Practical Exercises

The course includes the following suggested activities:

Suggested activity: classify sample hedge funds by strategy, instruments, return drivers, leverage, liquidity, and likely stress behavior.
Suggested activity: calculate fee effects and compare risk-adjusted performance, drawdowns, and benchmark evidence.
Suggested activity: evaluate investment and operational due diligence responses using a weighted manager scorecard.
Suggested activity: document allocation conditions, monitoring indicators, escalation triggers, and committee conclusions.

FAQs

Who suits hedge fund strategies and due diligence training, and what does it assume?

Hedge fund strategies and due diligence training suits investment, portfolio, family office, wealth, risk, and oversight functions and assumes participants already review investment information or support portfolio decisions.

How does hedge fund due diligence differ from fund innovation training?

Hedge fund due diligence evaluates structures, strategies, risks, performance, managers, operations, and allocation evidence, while fund innovation training focuses on changing workflows, technology use, and operating models.

What risks should a hedge fund evaluation examine?

A hedge fund evaluation should examine market exposure, leverage, liquidity, valuation, counterparty concentration, operational controls, key-person dependence, redemption terms, and how those risks behave under stress.

How are hedge fund managers compared fairly?

Hedge fund managers are compared through strategy-consistent benchmarks, risk-adjusted measures, drawdowns, exposure data, process evidence, operational controls, fees, liquidity terms, and qualitative due diligence.

What role can hedge funds play in portfolio allocation?

Hedge funds can provide differentiated return drivers or diversification, but allocation depends on objectives, liquidity needs, fee impact, transparency, governance capacity, and tolerance for strategy-specific risks.

Conclusion

Participants take back a Hedge Fund Evaluation File containing structure maps, strategy comparisons, fee and performance worksheets, risk registers, due diligence questions, manager scorecards, and allocation criteria. The file replaces fragmented reviews with a consistent evaluation sequence. It supports documented selection, portfolio, monitoring, and escalation decisions.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 1-20 of 74 events

Location	Dates	Duration	Mode	Price
Madrid	Week 42, 2026 12 – 16 October 2026	5 Days	Onsite	€5,700
Zanzibar	Week 43, 2026 25 – 29 October 2026	5 Days	Onsite	€5,500
London	Week 45, 2026 2 – 6 November 2026	5 Days	Onsite	€5,700
Abu Dhabi	Week 45, 2026 2 – 6 November 2026	5 Days	Onsite	€4,700
Amsterdam	Week 46, 2026 9 – 13 November 2026	5 Days	Onsite	€5,700
Nice	Week 46, 2026 9 – 13 November 2026	5 Days	Onsite	€5,700
Kuwait	Week 46, 2026 15 – 19 November 2026	5 Days	Onsite	€5,500
Milan	Week 47, 2026 16 – 20 November 2026	5 Days	Onsite	€5,700
Dubai	Week 48, 2026 23 – 27 November 2026	5 Days	Onsite	€4,500
Athens	Week 49, 2026 30 November – 4 December 2026	5 Days	Onsite	€6,700
Langkawi	Week 49, 2026 6 – 10 December 2026	5 Days	Onsite	€6,000
Baku	Week 50, 2026 7 – 11 December 2026	5 Days	Onsite	€5,000
Bali	Week 50, 2026 13 – 17 December 2026	5 Days	Onsite	€5,700
Accra	Week 51, 2026 20 – 24 December 2026	5 Days	Onsite	€4,100
Paris	Week 52, 2026 21 – 25 December 2026	5 Days	Onsite	€5,700
Rome	Week 53, 2026 28 December 2026 – 1 January 2027	5 Days	Onsite	€5,700
Bangkok	Week 53, 2027 3 – 7 January 2027	5 Days	Onsite	€6,000
Lisbon	Week 02, 2027 11 – 15 January 2027	5 Days	Onsite	€5,700
Cairo	Week 03, 2027 18 – 22 January 2027	5 Days	Onsite	€4,100
Manama	Week 03, 2027 24 – 28 January 2027	5 Days	Onsite	€4,700

Frequently asked questions

What does this course cover?

OverviewHedge Fund Strategies, Risk and Due Diligence Course is a five-day foundation-to-intermediate course for investment analysts, portfolio professionals, family office teams, wealth managers, risk staff, and institutional investors, who leave with a Hedge Fund Evaluation File. The course connects fund structures, strategy behavior, fees, leverage, li…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

Hedge Fund Strategies and Due Diligence Course