概要

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:

• 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 6 - The Investment Process
• 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:
- 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

內容

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