3 Day Masterclass in Private Equity 2.0 | Terrapinn Training
3 day Masterclass

Private Equity 2.0

ANALYSE INVESTMENT OPPORTUNITIES VALUE & STRUCTURING TRANSACTIONS MANAGE AN EXISTING PORTFOLIO

LEARN THE KEY SKILLS REQUIRED TO MANAGE PRIVATE EQUITY FUNDS.

Private equity has evolved into an asset class which has become quite widely understood by many members of the financial and business community. At the same time the industry is evolving, becoming more important as well as more specialised. New areas of venture investment such as Cleantech have emerged, Emerging Markets private equity continues its structural growth, Impact Investment is coming of age, and LPs are evolving more specialised investment strategies.

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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 PRACTICAL PRIVATE EQUITY SKILLS.

This course is called Private Equity 2.0 to reflect the fact that training in the areas needs to reflect the market trends and elevate knowledge to a higher level than an old generic PE course.  

It will cover some technical aspects, but these are subordinated to the wider conceptual topics.  Delegates will come out of the course with a confident knowledge of both the permanent key value drivers of private equity, as well as the important topics of the current times. 

The instructor is able to deliver both the solid foundation of knowledge based upon his long experience as a PE fund manager, as well as the latest trends from his later work as a specialised PE consultant operating in multiple regions with their different realities.

In just 3 days you will:

  • Understand the real performance of private equity funds and how to assess their managers
  • Get a concentrated overview of the essential drivers to making, managing and exiting investments
  • Come to grips with the arcane aspects of fund formation, fundraising and managerial arrangements
  • Receive an updated on the latest regulation and governance trends in the industry
  • Preview the latest evolution of private equity 2.0, such as secondaries, LP co-investment and social impact investment

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

  • Learning from failure
  • Exercise: delegates will review the causes of the success or failure of 15 funds and 3 PE investments
  • Measuring private equity performance
  • Exercise: Applying Value Attribution Analysis framework to a series of private equity investments
  • Working with entrepreneurs in private equity
  • Exercise: case study of a minority owning PE fund getting involved in the succession struggle
  • Private Equity regulation and corporate governance
  • Exercise: design of a reporting and valuation template for a mid cap fund
  • Private Equity due diligence, documentation and legal aspects
  • Exercise: delegates will draft a term sheet for a minority investment in an engineering company.
  • Private Equity valuation and deal structuring
  • Exercise: review of potentially problematic investments, where the deal blocking issues were resolved by creative structuring.
  • Managing a PE portfolio
  • Case studies: delegates will review and discuss a venture investment, a growth investment, and a buyout investment.
  • Private Equity Company Boards
  • Exercise: cases study of a PE fund invested in a chemical business, where the interaction between and respective roles of founder, independent director and fund manager needs to be clarified
  • Exits
  • Exercise: delegates will analyse the operations of a cable TV company; and make recommendations on what corporate decisions will allow for a better exit.
  • Direct Investments & Co-Investments
  • Exercise: delegates will assess a co-investment deal structure proposed to an LP by a GP, for the potential benefits and risks
  • Risk Management in Private Equity
  • Case study: comparison of the cases of a failed mid cap fund with a successful fund with management issues to be solved.
  • Current topics and new trends in PE

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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