PRIVATE EQUITY 101 - PEI Media

PRIVATE EQUITY 101
The fundamentals of private equity and venture capital
LONDON: 30th June-2nd July 2009
BERLIN: 22-24 September 2009
3-day training course covering core
fundamentals and investor focus
www.peimedia.com/training
A PRIVATE EQUITY INTERNATIONAL TRAINING COURSE

COURSE CONTENT - DAYS 1 AND 2
DAYS 1 AND 2 - CORE FUNDAMENTALS
• What is private equity and venture capital?
• The evolution of the asset class to present
– Origins
– Types of private equity
– Growth and evolution
– Capital and deal flow
• The key players and their roles
– General partners
– Limited partners
– Placement agents
– Advisors - legal and financial
• The fund cycle
– Fundraising
– Deal flow
– Deal selection and execution
– Managing the portfolio
– Exits
• Structuring a deal
– Methods, tools and techniques
– Incentives and motivation
– Use of leverage
• Due diligence
– Commercial/Strategic
– Management
– Legal
– Accounting
• Adding value to the portfolio company
– Sector expertise
– Cost efficiencies
– Operational improvements
– Economies of scale
– New markets and products
• Generating deal flow and identifying deals
– Proprietary deal flow
– Building sector expertise
– Presenting the PE model to entrepreneurs
• Legal issues
– Key documentation
– Contracts
• Venture capital
– Dot com bust to present day
– Financing stages
– Term sheets
– Venture vs buyouts
– Weeding out the Skypes from the boo.com
• Different strategies
– Distressed
– Real estate and infrastructure
– Cleantech
– Mid-market vs mega deals
– Mega funds and club deals
• Conclusions and review
– Market outlook
To book now, visit: www.peimedia.com/training
A PRIVATE EQUITY INTERNATIONAL TRAINING COURSE

COURSE CONTENT - DAY 3
DAY 3 - PRIVATE EQUITY AND VENTURE CAPITAL IN THE PORTFOLIO
• Asset allocation - Private equity and venture capital
in your portfolio
– PE and VC vs other asset classes
• Accessing the market - GP fundraising, placement
agents and fund of funds (gate keepers)
– Co-investments
– Directs
– Secondaries - fund interests vs directs
– Valuing positions and making exits - active portfolio
management
• How to build and manage a private equity program
– Focus/strategy
• What to look for in a GP
– Returns and relationships
– Managing your GPs
– Analysing fund performance
– Communicating with your GPs, the IR team
• Liquidity and returns
– J-Curves
– Returns and cashflow analysis
– Secondary markets
• Limited partnerships
– Negotiating key terms and conditions
– Management fees and carry
– Tactics, pitfalls and what to look out for
• How to be a good LP
• Due diligence
– GP level
– Fund level
• Reporting and what to look out for
• Fees and carry
– Alignment of interests
• Advisory boards
• The media and their interest in PE
– When deals go wrong
– Post Walker report
• Exercises – review agreements / comparing funds
and case studies
• Current environment – LP influence, sovereign
wealth funds
or call + 44 20 7566 5437

OVERVIEW
PE101 is a comprehensive and intensive course, aimed at professionals who need to expand their
understanding of private equity and venture capital. The course is highly practical and interactive, involving
case studies, group work, exercises and presentations.
Who should attend?
• Private equity professionals
• Institutional and family office investors
• Accountants
• Bankers and corporate financiers
Learning outcomes
Attendees of this 3-day course will gain an understanding of:
• Key tools, concepts and techniques
• Mechanics of the LBO process
• The investor/management relationship
• Structuring a transaction
• Financial and legal considerations of the buyout
• Adding value to the portfolio company
• Generating deal flow and identifying deals
• Different strategies
• Consultants
• Corporate M&A teams
• Lawyers
• Placement specialists
• Private equity and venture capital in the portfolio
• Building and managing a private equity program
• Relationships with general partners
• Returns and reporting
• Limited partnerships and key terms and conditions
• Due diligence
About the trainer
Garry Sharp has 22 years’ experience as a practitioner, consultant, writer and trainer in the private equity and
venture capital markets. Garry is currently a director of a private equity firm in Cairo, an advisor to a captive PE
fund in Mauritius, a director of a corporate finance firm in Lagos and non-exec of a private company in London. He
joined independent venture capital company Baronsmead in 1985, and became a director and shareholder following
Baronsmead’s own MBO in 1989. During the early 1990s the company grew to become one of the UK’s largest independent
private equity firms and was acquired by fund manager Ivory & Sime in 1996. Shortly thereafter Garry left to co-found
Independent Direction which he sold in 2005 to concentrate on training and writing, whilst continuing to work in an advisory
capacity in private equity. Involved in private equity training since 1990, he has delivered courses across the EMEA region. Most
recently Garry authored and lead edited The Fundamentals of Private Equity and Venture Capital published by PEI Media Ltd.

5 easy ways to register:
peimedia.com/training
+44 20 7566 5437
+44 20 7566 5455
kapriel.k@peimedia.com
Post with payment to
Training Registrations,
PEI Media Ltd,
Sycamore House,
Sycamore Street,
London, EC1Y 0SG, UK
PRIVATE EQUITY 101 – LONDON: 30th June-2nd July 2009 • BERLIN: 22-24 September 2009
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(Please tick) ❑ LONDON: 30th June-2nd July 2009 ❑ BERLIN: 22-24 September 2009 Price
One Delegate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .❑ £3,095
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*Additional discounts available for group bookings please call Kapriel Kasbarian on +44 (0) 20 7566 5437
All prices exclude VAT which will be added to your invoice/credit card transaction
Payment
Payment can be made by American Express, Visa, MasterCard or by wire transfer. Full payment must be
received prior to the event. If registering four weeks or less prior to the event, payment must be made by
credit card.
❑ By Wire Transfer
❑ By Credit Card - American Express/Visa/MasterCard
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If you would like to pay by wire transfer, please contact Shezmin Madhani on + 44 20 7566 4275, or email
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Cancellation Policy
Please read our Terms and Conditions on www.peimedia.com/training_tcs

WHY PEI TRAINING?
With human capital being the most important asset in any organisation, our training
division is geared to deliver a high quality and practical learning experience.
PEI Training draws on our own deep expertise in alternative asset classes –
private equity, real estate and infrastructure - and a roster of exceptional
training professionals. Our suite of courses are designed to ensure staff at all
levels of your company are best equipped to fulfil their responsibilities and
advance their careers within your organisation.
PEI Training delivers several powerful reasons why leading institutions choose
us as their training provider:
• Expert faculty - Our training courses are led by a first class faculty of
seasoned specialists coupled with industry practitioners we know and
esteem, bringing you the latest in teaching techniques, thought leadership
and real-world application.
• Optimal learning environments - To optimise learning, our courses are
strictly limited to small class sizes. This also ensures a greater level of
interaction between our trainers and fellow class members. Our courses
typically span 2-3 days, with clearly defined learning outcomes. All of our
courses are held in easily accessible city central locations in high quality
learning facilities.
• Valuable collateral – All training attendees receive substantive course
materials for ongoing reference as well as copies of our magazines free of
charge plus discounts on our books, directories and databases.
• Alumni network - All training attendees benefit from joining a global online
group of alumni professionals that we host, enabling them to build a
valuable network and exchange ideas with like-minded individuals.
• In-house - We can also offer bespoke, in-house training, where you define the
course requirements and we provide the right people and the right structure
to deliver a unique training experience expressly for your own people.
For more information about our administrative policies or for currently
scheduled courses visit www.peimedia.com/training or contact Kapriel
Kasbarian, Head of Training: Kapriel.k@peimedia.com / tel: +44 207 566 5437
Notes:
• The course fee does not include travel or accommodation expenses incurred by attendees.
• Each attendee will receive detailed instructions prior to the course listing what if any materials or
equipment [such as a lap top computer] they should bring to the course.
• Please read our Terms and Conditions on www.peimedia.com/training_tcs for such matters as
cancellation and substitution policies.
• A training day runs from 9am to 5pm. Refreshments and lunch are included in the course fee.