Alternative Investment

PELP Unit 6: The Investment Process

Overview

This Unit 6 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, Steve Bernstein, Chief Operating Officer of Lone Star Funds for Asia, covers the topic of the investment process in private equity including origination, underwriting and asset management.

Check out the other units in the Learning Pathway:

Objective

On completion of this course, you will be able to:
- Understand the eight steps of the investment process
- Describe the origination and deal sourcing process and its key considerations
- Explain the underwriting process, including financial analysis and due diligence
- Craft an investment committee memo effectively
- Understand the role of the asset manager and the asset management process

Content

- Introduction
- Eight Steps of the Investment Process
- Origination and Deal Sourcing
- Underwriting
- Asset Management
- 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
TEPAI24005001
Venue
ePlatform
Relevant Subject
Type 1 - Dealing in securities
Type 4 - Advising on securities
Type 9 - Asset management
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