Overview
This Unit 2 of The Private Equity Learning Pathway (PELP) is part of a 12-unit series designed to provide a comprehensive understanding of how a Private Equity fund operates. In this unit, Mark Ikauniks, Managing Partner at Ostinato Capital LLC and Adjunct Partner at SOSV, delves into fund finances in private equity.
Check out the other units in the Learning Pathway:
- Unit 1 - What is Private Equity
- Unit 3 - Legal Considerations
- Unit 4 - Tax Consideration
- Unit 5 - Capital Raising & Investor Relations
- Unit 6 - The Investment Process
- Unit 7 - Deal Valuation & Performance Measurement
- Unit 8 - Portfolio Management
- Unit 9 - Financial Risk Management
- Unit 10 - Business Management and Fund Administration
- Unit 11 - Governance & Compliance
- Unit 12 - Responsible Investing
Objective
On completion of this eCourse, you will be able to:
- Describe the basics of fund finances in private equity
- Identify essential structures and financial concepts in private equity
- Differentiate between fund finances and manager finances
- Explain the role of secondaries in providing liquidity
- Assess the performance of a private equity fund
- Apply concepts through analysis of a real-world case study
Content Highlight
- Introduction
- Key Structures and Financial Concepts
- Financial Considerations
- Fund Performance Measurement
- Case Study
- Conclusion
- Final Quiz
Who Should Attend
This course is for private equity professionals, career starters, those transitioning to private banking, and service providers like bankers, accountants, IT professionals, lawyers, and trust administrators.
Administrative Details
Type 4 - Advising on securities
Type 9 - Asset management
Chinese Securities Association of Hong Kong (HKCSA): HKD760
Non-Member: HKD1,080
Staff of Corporate Member: HKD540