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Get ready to enhance your private investment skills and gain the tools needed to make smart investment decisions and effectively manage risks to achieve exceptional returns!
This intensive two-day training program offers a comprehensive learning experience focused on private investment strategies, with in-depth coverage of venture capital, private equity, and alternative investments. The program is designed to equip participants with a thorough understanding of the private investment lifecycle, from deal sourcing to exit strategies, emphasizing valuation tools, risk management, and performance measurement. It incorporates practical, team-based activities that simulate the real-world management of a private investment fund, enabling participants to apply the acquired concepts in actionable scenarios.
Capital Market
Trading and Investment
Not Exist
Lecture
Brainstroming +2
Lecture
Brainstroming
Dialogue Teams
Exercises and assignments
Pre Exam
Post Exam
Portfolio and Fund Managers.
Financial Advisors.
This provides you with the opportunity to select the available times that suit you best for participation in our program. These times represent slots during which we are ready to welcome you and provide assistance and guidance.
In Class Training
Introduction to private investing
Types of private investments: Venture Capital (VC), Private Equity (PE), and other alternative assets
Differences between public and private investing
Lifecycle of private investments: fundraising, investing, and exits
Team Exercise: Teams will form private investment firms, each tasked with building and managing a private investment fund. Teams will begin by defining their firm’s investment strategy, including their target sectors, investment stage, and risk appet
In Class Training
Fund structure: General Partners (GPs) and Limited Partners (LPs)
Fundraising process: from pitch to commitment
Key terms in fund agreements: management fees, carried interest, hurdle rates
Alignment of interests between GPs and LPs
Team Exercise: Teams will structure their investment fund, determining the terms of the agreement (fees, carried interest, and hurdle rates) and preparing a fundraising pitch to LPs
In Class Training
Deal sourcing strategies: proprietary vs intermediated
Initial screening and deal flow management
Due diligence: financial, legal, and operational assessments
Evaluating market opportunities and management teams
Team Exercise: Teams will source deals for their investment fund, conducting preliminary due diligence on potential investments. Teams will screen investment opportunities and create a shortlist for deeper evaluation
In Class Training
Valuation methodologies for private companies: discounted cash flow (DCF), comparables and precedent transactions
Adjusting for illiquidity and minority interest
Assessing growth potential and scalability
Challenges in valuing early-stage companies
Team Exercise: Teams will perform a valuation of one of their shortlisted investment opportunities using different methodologies. They will present their valuation findings and explain their assumptions
In Class Training
Portfolio construction and diversification strategies
Balancing risk and return in a private investment portfolio
Managing risk and capital calls
Monitoring portfolio companies and adding value through active management
Team Exercise: Teams will finalize their investment portfolio, deciding on allocations and discussing their risk management approach, teams will also outline how they plan to actively manage their portfolio companies
In Class Training
Common exit strategies: IPOs, acquisitions, secondary sales, and recapitalizations
Timing exits for optimal returns
Measuring fund performance: IRR, multiples, and benchmarking
Case studies of successful exits and failures
Team Exercise: Teams will plan exit strategies for their portfolio companies, considering the potential for IPOs, acquisitions, or other exit routes. Teams will also evaluate the expected performance of their fund using IRR and multiples
Gain an in-depth understanding of private investment structures and dynamics including venture capital, private equity, and alternative investments.
Develop deal analysis capabilities by understanding the process of identifying investment opportunities, conducting due diligence, and evaluating investment feasibility.
Enhance skills in private company valuation utilizing precise methodologies to assess value, analyze risk factors, and identify growth opportunities.
Master strategies for managing private investment portfolios to maximize returns through diversification, risk management, and the application of active management techniques.
Apply acquired concepts through a team-based exercise that simulates the management of a private investment fund, covering all stages of the investment lifecycle.
