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:
- Unit 1 - What is Private Equity
- Unit 2 - Fund Finances
- Unit 3 - Legal Considerations
- Unit 4 - Tax Consideration
- 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:
- 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
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