Overview
This Unit 3 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, Scott Peterman JD, PhD, Partner at law firm K&L Gates, covers the important topics of how to set up a private equity fund, the different jurisdictions, limited partnership agreements, private placement memoranda and fund marketing.
Check out the other units in the Learning Pathway:
- Unit 1 - What is Private Equity
- Unit 2 - Fund Finances
- 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::
- Outline the key objectives of structuring a private equity fund
- Identify different organisational forms for private equity funds
- Describe common jurisdictions for setting up private equity funds
- Explain the role of limited partnership agreements and private placement memoranda
- Describe strategies for selling and marketing a private equity fund
Content Highlight
- Introduction
- Key Objectives of Private Equity Fund Structuring
- Forms of Organization for Private Equity Funds
- Common Jurisdictions for Private Equity Funds
- Private Equity Funds and Documentation
- Selling and Marketing Your Fund
- 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