PRIVATE EQUITY 101 - PEI Media

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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
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PRIVATE EQUITY 101 - PEI Media

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