Our private equity programmes have been developed by our faculty, specifically with practitioners in mind and are aimed at all levels. Whether you require an overview course such as The Principles of Private Equity, or more advanced skills based courses such as Modelling, or Fundraising & Investor Relations or Negotiation skills, we have a specific programme for you.
With our aim to serve the training needs of the industry, we are always developing new ideas for programmes. In the event that you do not see a programme scheduled for your geographic region or if you do not find a programme for your requirements, please let us know, chances are that we may already be working on it, or we can always develop it on an in-house basis for you.
• Current Schedule - To explore our upcoming schedule of private equity courses, please click here
To book your place(s), view the full programme outlines, trainer profiles, learning outcomes, brochure downloads and pricing options, please click here
Private Equity for Support Staff
Private Equity for Support Staff is a non-technical 1-day course where the key concepts of this fascinating asset class are broken down, simplified and explained in a clear way using everyday language. This interactive course designed to give attendees an introduction to private equity and venture capital. It is aimed at personal assistants and support staff who work at a private equity or venture capital firm or service provider, and need an understanding and overview of what the industry is about. There is plenty of scope for Q&A. At the end of the training day, attendees will have a much better understanding of the private equity landscape and where their firm fits in the picture.
The Principles of Private Equity
The Principles of Private Equity is a two day programme exploring the key principles and practices of private equity investing. The programme is built around a series of workshop exercises, designed to illustrate to delegates the practical experiences that drive current private equity practice. These exercises are supplemented by consolidatory reviews of current tools, techniques and practices.
Financial Modelling for Private Equity
This Financial Modelling & Structuring seminar will teach the mechanics of modelling and will attempt to equip participants with general framework and “cookie cutter” tools to help them perform various practical financial modelling & structuring tasks as done in most investment banks. The course is designed to make participants think about the detail of creating a financial model and learn about the different types of models used for different purposes. The course will provide a comprehensive picture on why modelling is hopeless without clear structuring and vice versa.
Private Equity Financial Controllers & CFOs Workshop
A study by McKinsey & Company (Private equity: Changing perceptions and new realities, April 2014) has illustrated that private-equity performance has been misunderstood in some essential ways. It illustrated that the private equity industry decisively outperforms public equities with respect to risk-adjusted returns, but this good news comes with a caution: top private-equity firms now seem less able to produce consistently successful funds because success has become more democratic as the general level of investing skill has increased.
The study argues that the new priority for success is differentiated capabilities. Limited partners expect funds that exploit a general partner’s distinctive strengths will do well, while more generalist approaches may fall from favour. Institutional investors will need to get better at identifying and assessing these skills, and private-equity firms will need to look inward to understand better and capitalise on the factors that truly drive their performance.
Also, some LPs have begun to “insource,” effectively doing private-equity investments on their own and recent academic research has found this approach preferable for institutional investors in certain circumstances; direct private investment saves fees and can generate better results than an external manager. However, this approach is clearly not for everyone, as it involves overcoming internal structural obstacles as well as building and maintaining investment teams with the right skills.
Whatever approach is adopted, the implications for the financial specialists in the private equity firm are clear – certain key elements in terms of making investments, such as good due diligence, particularly of the commercial issues involved, valuation related issues, managing investments to create value, and exiting investments, are critical.
The Private Equity Financial Controllers & CFOs Workshop will examine in detail these and other important aspects of the financial specialist's responsibilities. The objective is to show how the financial specialist can contribute fully to being a core advisor in key corporate strategies and decision-making
Investor Relations & Fundraising for Private Equity
This is an intensive 2-day interactive seminar, aimed at professionals who are involved in investor relations and fundraising activities. The programme starts off with the role itself and how it is different in today’s environment. Next is a focus on key stakeholders and how to look after them. Other modules explore ways of communicating with existing and potential investors and steps in getting ready for the next fundraise. Throughout the programme, the current concerns of IR professionals and limited partners will be constantly debated.
Marketing for Private Equity Professionals
This an intensive one-day interactive executive education course tailored specifically to the private equity & venture capital sectors. It is aimed at private equity and marketing professionals who are involved with the marketing of medium-sized private equity firms and of venture capital firms. Delegates will be given the tools, through talks, case studies and practical exercises, to develop or refine a workable marketing strategy for their own firms and to learn how to implement the strategy through an effective marketing programme.
Private Equity – Negotiation and Investment Structuring
This is an intermediate level, 2 day series of workshops focusing directly on modern practice, in both the buyout and growth capital arenas. It is an exercise driven skill enhancement programme for front line private equity practitioners, advisers and managers. Delegates will have a familiarity with the basic tenets of private equity and be seeking to refine their practical structuring skills and understanding.The programme format entails high levels of participation from delegates, in case studies, exercises, simulations and debates. All tools and models used come from actual, modern practice and learning is heavily focused on real life case studies. Formal lecturing is reduced to the essential minimum required. Delegates will be expected to arrive with an understanding of basic financial and accounting concepts and familiarity with spreadsheet models, but the programme is highly flexible in coping with different degrees of experience. A willingness to participate actively is essential.
Management Teams and Organisation Issues in Private Equity Investments
This workshop will equip participants with a general overview and practical tools to help them understand – and deal with - the range of management and organisational issues which investors need to deal with across the life cycle of an investment. In particular, it will provide a framework for assessing managers (both in-post and candidates) and teams, as well as identifying organisational effectiveness levels and how they can be improved. The sessions intend to show that, whilst such issues may be unfamiliar for financially-trained investors, and can appear complex, they can be approached in disciplined way that produces superior outcomes. Given the nature of the material, the course will be highly interactive.
Media and Presentation Skills for Private Equity
Working in partnership with Bladonmore, we are delighted to bring you Media and Presentation Skills for Private Equity. This specialist course is a one day session focused around the key theme of storytelling. We look at how that applies both to presenting in public and in the challenging environment of a press interview.