Alternative Investment

PELP Unit 7: Deal Valuation & Performance Measurement

Overview

This Unit 7 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, Len Umantz, Head of External Managed Research at Rogers Investment Advisers, covers the methods and inputs for deal valuation and performance measurement in private equity.

Check out the other units in the Learning Pathway:

Objective

On completion of this eCourse, you will be able to:
- Describe the basic differences between valuation in public and private markets.
- List common valuation methods used in private equity
- Explain what valuation adjustments are and why they are used
- Outline basic performance measurement techniques in private equity
- Summarise the main ideas of valuation and performance measurement in private equity

Content

• Introduction
• Valuation in Public and Private Markets
• Valuation Methods
• Valuation Adjustments
• Performance Measurement
• 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
TEPAI24005101
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