概要

This Unit 9 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, Validus Risk Management covers the topic of risk management in private equity including different risk management strategies such as hedging, liquidity risk management, counterparty selection, client KYC and more.

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 7: Deal Valuation & Performance Measurement
• Unit 8: Portfolio 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:
- Recognise basic concepts of risk management in private equity, including market and liquidity risk
- Explain common risk management strategies, such as FX risk and hedging, used in private equity
- Summarise the fundamental aspects of hedge infrastructure and its role in risk management
- Describe the essentials of hedge execution, including the role of counterparties and the post-trade process
- List introductory concepts related to event-driven hedging, such as interest rate risk

內容

• Introduction
• What is Market Risk Management in Private Equity
• Risk Management Strategy
• Hedge Infrastructure
• Hedge Execution
• Ongoing Monitoring
• Event Driven Hedging
• 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.