At OTC we believe in tailoring our courses to meet each client’s specific requirements.  The illustrative course outline below gives an indication of the type of course content that we’ve been asked to deliver. For more information call us on +44 20 7700 3330 or email info@ockendontraining.com

Strategy & Leadership Finance & Commerce Investment Banking

Exploring private equity

What is covered?

An overview of private equity, outlining why it has grown in popularity over time.  This course looks at PE from both the perspective of the venture capitalist and the investor and considers the life cycle of deals and why they can be difficult to value.

Who will benefit?

Participants interested in how private equity fits into the investment universe.  No prior knowledge is assumed.

Course content

Different methods of raising finance

• Alphas and betas, debt, IPOs, private equity
• Advantages and disadvantages of each option
• The main segments in the PE market – venture capital/ buy out

The role of the venture capitalist

• How funds are raised
• How opportunities are identified
• The investment criteria used to assess investment exposure
• Typical deal structures - fees, timelines, exit
• How private equity works with a company

The investors’ perspective

• How investors assess different funds
• The attractions of private equity relative to other investment options
• Portfolio issues
• Risk and reward: how PE fits into an investor’s portfolio

The life cycle of a PE transaction

• Inception to funds
• Investment
• Monitoring the fund - warning signs
• Optimal exit

Issues for investors in private equity

• How to assess value created by the fund
• Have historic returns been exaggerated?
• What are the risks?
• Transparency/ lack of public domain comparator issues
• Liquidity
• The secondary market for private equity