PELP Unit 3: Legal Considerations
概要
This Unit 3 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, Scott Peterman JD, PhD, Partner at law firm K&L Gates, covers the important topics of how to set up a private equity fund, the different jurisdictions, limited partnership agreements, private placement memoranda and fund marketing.
Check out the other units in the Learning Pathway:
- Unit 1 - What is Private Equity
- Unit 2 - Fund Finances
- Unit 4 - Tax Consideration
- Unit 5 - Capital Raising & Investor Relations
- Unit 6 - The Investment Process
- Unit 7 - Deal Valuation & Performance Measurement
- Unit 8 - Portfolio Management
- Unit 9 - Financial Risk Management
- Unit 10 - Business Management and Fund Administration
- Unit 11 - Governance & Compliance
- Unit 12 - Responsible Investing
宗旨
On completion of this eCourse, you will be able to::
- Outline the key objectives of structuring a private equity fund
- Identify different organisational forms for private equity funds
- Describe common jurisdictions for setting up private equity funds
- Explain the role of limited partnership agreements and private placement memoranda
- Describe strategies for selling and marketing a private equity fund
內容
- Introduction
- Key Objectives of Private Equity Fund Structuring
- Forms of Organization for Private Equity Funds
- Common Jurisdictions for Private Equity Funds
- Private Equity Funds and Documentation
- Selling and Marketing Your Fund
- Conclusion
- Final Quiz
對象
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.