Alternative Investment

PELP Unit 5: Capital Raising & Investor Relations

Overview

This Unit 5 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, Andrew Hesse, Head of Marketing for Teneo Partners Japan Limited, covers the topic of capital raising and investor relations including sources of capital, types of investors, the fund marketing process and performance reporting.

Check out the other units in the Learning Pathway:

Objective

On completion of this eCourse, you will be able to:
- Identify different investor categories in private equity
- Understand the fund marketing process
- Explain post-investment service and support
- Recognise key marketing regulations
- Apply best practices in capital raising and investor relations

Content Highlight

- Introduction
- Investor Categories
- The Fund Marketing Process – Part 1 & Part 2
- Post-Investment Service & Support
- Marketing Regulations
- Best Practices
- 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

Code
TEPAI24004801
Venue
ePlatform
Relevant Subject
Type 1 - Dealing in securities
Type 4 - Advising on securities
Type 9 - Asset management
Language
English
Hours
SFC:2.00, PWMA:2.00
Fees
All Member: HKD540
Chinese Securities Association of Hong Kong (HKCSA): HKD760
Non-Member: HKD1,080
Staff of Corporate Member: HKD540