3 Day Masterclass in Private Equity Funds | Terrapinn Training
3 day Masterclass

Private Equity

ANALYSE INVESTMENT OPPORTUNITIES VALUE & STRUCTURING TRANSACTIONS MANAGE AN EXISTING PORTFOLIO

LEARN THE KEY SKILLS REQUIRED TO MANAGE PRIVATE EQUITY FUNDS.

The key skills in private equity are interdisciplinary: promote skills for fundraising and deal sourcing, analytical skills for assessing investments, investment banking skills for deal structuring and exiting, operational skills for portfolio management. It is the knowledge of how to combine these skills that is unique to a private equity practitioner and what this course is going to teach you.

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learn in depth

Learn about the types of PE funds, investment process, and investment structures

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expand your knowledge

Understand how the corporate and management of PE is built

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gain strategic advantage

Learn about the different kind of PE fund investors & their objectives

GAIN THE PRACTICAL SKILLS THAT WILL HAVE IMMEDIATE APPLICABILITY

Private equity skills can be divided into (i) finding and analysing investment opportunities, (ii) valuing and structuring transactions, (iii) managing and exiting an investment portfolio, (iv) fundraising, organising and structuring a PE fund. 

Over the duration of this course, case studies and simulation exercises will be used to teach you these key skills in a way that is immediately applicable to the workplace.

This course will be best suited to you if you already a reasonable knowledge of private equity investment and company valuation. It will focus more on the PE funds themselves rather than their investments.  

In just 3 days you will:

  • Learn about the different types of private equity funds
  • Understand the structuring of private equity funds and other types of investment platforms
  • Comprehend the characteristics of a successful private equity management team
  • Understand the financial modelling of a private equity fund
  • Identify the corporate and management organisation of a private equity fund structure
  • Learn the skills for IPEV valuation and reporting guidelines applied to private equity funds

Organisations that will benefit:

  • Banks
  • Private Equity & Hedge Funds
  • Financial Institutions
  • Pension Funds
  • Insurance Companies
  • Sovereign Wealth Funds
  • Law Firms
  • Accountancy Firms
  • PR Firms

Who will attend:

  • Junior Fund Members
  • PE Fund Managers
  • C-Level Executives
  • Fund Managers
  • Investment Managers
  • Project Managers
  • Business Unit Heads
  • Accountants

Course Agenda

  • Overview of private equity and the global market
  • Types of PE funds
  • PE investment process
  • PE investment structures
  • Workshop: Delegates will be divided into groups and will analyse and reverse engineer the financial models of an expansion capital and a mezzanine fund. This will allow delegates to appreciate the distribution waterfall, and the different measures of fund returns such as gross vs. net IRR and cash-on-cash returns.
  • Corporate organisation of a PE fund
  • Case study: a Middle East Fund
  • Management organisation of a PE fund
  • IPEV Reporting and valuation standards of PE funds
  • Case studies of IPEV reporting applied to portfolio companies and its limitations
  • Management Team Remuneration
  • Types of PE fund investors & their objectives
  • Fundraising and its pitfalls
  • What makes a good PE management team
  • Impact investment – managing a fund with dual objectives
  • Case study: SEAF

For further information please call: +44 (0)207 092 1045

  • “The depth and knowledge of my trainer was extremely impressive. In 3 days I have had, without a doubt, a masterclass on the industry. Truly world class.”

    - Gordon Dowall Potter, Past Delegate

  • “Well worth 3 days of study!”

    - Syed Hamza, Past Delegate

  • “The training was excellent! I give it a 10 and will get my trainer's support for my next challenges.”

    - Head of Partnerships & Customer Loyalty at Avis Budget, Past Delegate

  • “Extremely constructive course with a very good dynamic and passionate trainer.”

    - Managing Director at BNP Paribas, Past Delegate

  • “Impressive and cooperative trainer who wanted to make sure the delegates understood.”

    - Budgeting, Planning & Reporting Manager, Past Delegate

IN-HOUSE

We can come to you too! If you have a team of six or more, why not hold a private course? Our experts come to you and the course is tailored to your requirements.

Call +44 (0)20 7092 1045 (United Kingdom)
or +65 6322 2333 (Asia Pacific)
for more details

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