Overview

This introductory unit 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, Dr. Keith Arundale offers an overview of Private Equity fund basics, setting the stage for the subsequent units in the PELP.

Check out the other units in the Learning Pathway:

• Unit 2 - Fund Finances
• Unit 3 - Legal Considerations
• Unit 4 - Tax Consideration
• Unit 5 - Capital Raising & Investor Relations
• Unit 6 - The Investment Process
• Unit 7 - Deal Valuation & Performance Measurement
• Unit 8 - Portfolio Managemnt
• 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:
- Define private equity and venture capital, and explain their origins and evolution
- Describe simplified funding structures used in private equity
- Examine current global industry data and identify key trends in private equity
- Outline the various stages of private equity investment
- Assess the risks and returns associated with private equity investments
- Analyse real-world case studies to illustrate private equity concepts
- Differentiate between general partners and limited partners in the private equity ecosystem
- Describe the components and dynamics of the private equity ecosystem
- Identify and explain various methods of investing in a private equity fund

Content

- Introduction
- Key Concepts in Private Equity: Funding
- Key Concepts in Private Equity: Investment Stages
- Key Concepts in Private Equity: Risk and Return
- Key Concepts in Private Equity: Investing
- Two Case Studies
- Key Concepts in Private Equity: Fund Structures
- Investing in PE Funds
- Closing Thoughts
- 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.