概要

This Unit 10 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, Brian Pietrantonio, previously Director of Asia Investment (Vision Funds) for Soft Bank Investment Advisors, covers the topic of business management in private equity including subject such as fund manager organization and administration, portfolio management, talent management, compliance and fees.

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 9 - Financial Risk Management
• Unit 11 - Governance & Compliance
• Unit 12 - Responsible Investing

宗旨

On completion of this eCourse, you will be able to:
- Identify the main players in private equity fund management and their roles
- Describe the organisation and key functions of a fund manager, including financial operations and team roles
- Outline the basic operations and administrative oversight of a private equity fund
- List the essential services provided by fund administrators and their importance
- Summarise the reporting processes for funds and limited partnerships (LPs)

內容

• The Fund Manager - Operational & Administration:
o Organization and financials
o Key functions in a fund manager
o Other teams & functions
• The Fund - Operational & Administration:
o Introduction to fund administration & expenses
o Key services of a fund administrator
o Drill down on fund and LP reporting
• 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.