Alternative Investment

PELP Unit 8: Portfolio Management

Overview

This Unit 8 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, Rohit Agarwal, Hong Kong based private equity investor and advisor to institutional investors, covers the subject of portfolio management covering the full length of the management process from early to mid and finally exit.

Check out the other units in the Learning Pathway:

Objective

On completion of this eCourse, you will be able to:
- Describe key management strategies implemented during the first 100 days of portfolio management
- Explain the importance of alignment between management and stakeholders in the initial phase
- Outline essential systems and processes established in the early stages of portfolio management
- Discuss the modalities of change and management incentives during the long middle phase
- Summarise effective strategies for selling and different modes of exit in private equity

Content

• Introduction
• The First 100 Days
• The Long Middle
• The Exit
• 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.

Details

Code
TEPAI24005201
Venue
ePlatform
Relevant Subject
Type 1 - Dealing in securities
Type 4 - Advising on securities
Type 9 - Asset management
Tags
New
Language
English
Level
Introductory
Hours
SFC:2.00, PWMA:2.00
Fees
All Member: HK$540
Staff of Corporate Member: HK$540
Non-Member: HK$1080
Chinese Securities Association of Hong Kong (HKCSA): HK$760