CAIA® Enterprise Mastery
Self‑Paced • Contact • Alternatives + Portfolio Execution
Practical CAIA program mapping CAIA Level I & II curriculum into enterprise workflows: private equity, hedge funds, real assets, commodities, structured products, due-diligence, and alternatives portfolio management.
Quick Snapshot
- • Full CAIA Level I & II curriculum mapped to enterprise deliverables
- • 220+ lessons, 8 case studies, 5 enterprise capstones
- • Private markets modeling, fund structuring, fee & waterfall modeling
- • Hedge fund strategies, risk analytics, real assets valuation
- • Due diligence templates, investor decks, portfolio construction guides
Course Overview
CAIA Enterprise Mastery converts CAIA Level I & II topics into applied modules for asset managers, allocators and alternative investment teams. Every domain ends with practical labs, fundraising and investor-ready deliverables.
Private Markets & PE
Fund structuring, capital calls, distribution waterfalls, J-curve, PME comparisons and deal modeling.
Hedge Funds & Strategies
Strategy mechanics, risk management, fees, capacity analysis and alpha harvesting.
Real Assets & Commodities
Valuation methods for real estate, infrastructure & commodities, yield drivers and inflation hedges.
Portfolio Construction
Alternatives allocation, risk budgeting, liquidity management and investor reporting.
Curriculum — CAIA Level I & Level II (Mapped to CAIA Topics)
Each official CAIA topic is expanded with enterprise labs, fund templates, valuation models and a capstone investor deck.
Level I — Professional Standards and Ethics; Introduction to Alternatives
Professional standards, ethics, alternative investment landscape, and basic terminology.
Enterprise additions:
- Ethics case studies for allocator decision-making and investor communications
- Due diligence checklist templates
Capstone: Conduct due diligence on a mock fund and prepare an investment memo.
Level I — Quantitative Foundations
Statistics, return distributions, performance measures, risk metrics and benchmarking.
Enterprise additions:
- PME & benchmarking labs, IRR vs TVPI calculations
- Portfolio attribution and risk decomposition
Capstone: Build an alternatives performance attribution report.
Level I — Hedge Funds & Managed Futures
Strategy families, incentive fees, liquidity and capacity management.
Enterprise additions:
- Strategy replication labs, fee & capacity modeling
- Hedge fund due diligence and investor reporting templates
Capstone: Produce a hedge fund strategy brief with capacity & fee analysis.
Level I — Private Equity & Venture Capital
Private equity lifecycle, term sheets, fund economics, and exit strategies.
Enterprise additions:
- Fund waterfall & carried interest modeling, J-curve analysis
- Deal-level LBO basics and valuation adjustments
Capstone: Build a PE fund waterfall and investor distribution schedule.
Level II — Advanced Topics: Real Assets, Commodities & Structured Products
Valuation & investment drivers for real estate, infrastructure, commodities, and structured alternatives.
Enterprise additions:
- CapEx modeling, yield drivers, commodity curve construction
- Structured product risk: securitization and tranching basics
Capstone: Valuation and sensitivity analysis for an infrastructure investment.
Level II — Risk, Portfolio Management & Due Diligence
Alternatives portfolio construction, risk budgeting, liquidity management and operational due diligence.
Enterprise additions:
- Allocation optimization with illiquidity constraints
- Operational & custody due diligence checklists
Capstone: Create an alternatives portfolio allocation and monitoring dashboard.
Level II — Manager Selection & Monitoring
Process for sourcing, selecting and monitoring alternatives managers.
Enterprise additions:
- Manager scoring models, operational checklists, and reporting templates
Capstone: Deliver a manager selection memo with scoring and monitoring plan.
Capstones & Deal Labs
Capstone — Private Equity Fund Model
Fund cashflow modeling, capital calls, distributions and IRR/TVPI analysis.
Capstone — Hedge Fund Strategy Pack
Strategy rationale, capacity, fee modelling and risk controls.
Capstone — Infrastructure Valuation
DCF for infrastructure with sensitivity to financing and operational risks.
Pricing & Plans
Self-Paced
One-time purchase
Full CAIA Level I & II coverage + capstones & templates
Pro — Fund Manager Cohort
Limited seats
Includes live fund clinics, model reviews and investor pitch coaching
Instructors
Course Authors & Mentors
Experienced alternatives practitioners: PE, VC, HF PMs, real assets & commodities specialists, and fund structuring experts. Includes capstone feedback and investor-pitch reviews.
Get Started
Enroll or request a cohort. We'll provide access to curriculum, lab datasets and project briefs.
Email: contact@durgaanalytics.com • For enterprise: contact@durgaanalytics.com