概要

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:

• Unit 1 - What is Private Equity
• Unit 2 - Fund Finances
• Unit 3 - Legal Considerations
• Unit 4 - Tax Consideration
• Unit 5 - Capital Raising & Investor Relations
• 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 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

內容

- Introduction
- Eight Steps of the Investment Process
- Origination and Deal Sourcing
- Underwriting
- Asset Management
- 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.