Private Equity Learning Package
By the end of Ultimate Private Equity Course, you will have a comprehensive understanding of private equity to:
Invest in private equity
Advise your clients on how to invest in private equity
This course is for you if:
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You are interested in diving deeper into the world of private equity
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You are an investor looking to invest in private equity
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You are a finance professional looking to better advise your clients on investing in private equity
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You are service provider, such as lawyers and accountants, looking to better understand the needs of your private equity focused clients
Pricing
Early-Bird
Until July 3rd 2022-
70+ videos that cover everything you need to know about private equity.
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200+ carefully-planned quiz questions and 60+ thought-provoking problems to help you apply materials to your investment
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Carefully designed materials, including 70+ real world private equity case studies, that aim to give you additional insight
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10% discount on Private Equity Insider Events
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5 Live, Online Group Q&A Sessions
Standard Discount
July 4th - 31st 2022-
70+ videos that cover everything you need to know about private equity.
-
200+ carefully-planned quiz questions and 60+ thought-provoking problems to help you apply materials to your investment
-
Carefully designed materials, including 70+ real world private equity case studies, that aim to give you additional insight
-
10% discount on Private Equity Insider Events
-
5 Live, Online Group Q&A Sessions
Full Price
After July 31st-
70+ videos that cover everything you need to know about private equity.
-
200+ carefully-planned quiz questions and 60+ thought-provoking problems to help you apply materials to your investment
-
Carefully designed materials, including 70+ real world private equity case studies, that aim to give you additional insight
-
10% discount on Private Equity Insider Events
-
5 Live, Online Group Q&A Sessions
What You'll Learn?
Topics include:
- – Why Alternative Investments?
- – Private Equity
- – Private Debt
- – Real Estate
- – Infrastructure
- – Natural Resources
- – Hedge Funds
- – Other Alternative Investments
- – Interpretations of Alternative Investments
Topics include:
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- – Venture Capital
- – Buyouts
- – Dry Powder
- – Multiples
- – ESG
- – Fund Investing
- – Direct Investing
- – Co-Investing
- – Secondary Investing
- – Fund of Funds Investing
- – Public Private Equity Firm Investing
- – Investing Through Intermediaries
Topics include:
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- – The Limited Partnership Agreement
- – Calculating IRR and MOIC
- – Using IRR and MOIC Together
- – DPI, RVPI, TVPI and PME
- – Issues with Committed Capital
- – IRR-Driven Motivation to Sell Early
- – Subscription Lines of Credit
- – Compensation Structure
- – Waterfalls
- – Clawback
Topics include:
- – Understanding Investor Motivations
- – How to Develop Criteria for Investments
- – Stable and Recurring Cash Flows
- – Sustainable Competitive Advantage
- – Strong Market Position
- – Strong Management Team
- – How to Build a Funnel to Buy Companies
- – How to Start the Relationship
- – How to Deepen the Relationship
- – How to Maintain the Relationship
Topics include:
- – Teaser
- – Non-Disclosure Agreement
- – Confidential Information Memorandum
- – Letter of Intent
- – Data Room
- – Purchase and Sale Agreement
- – Commercial Due Diligence
- – Financial Due Diligence
- – Management Due Diligence
- – Legal Due Diligence
- – Relative Valuation
- – DCF Analysis
- – LBO Analysis
Topics include:
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- – Value Creation Overview
- – Operational Improvement
- – Multiple Expansion
- – Buy and Build Strategy
- – Deal Structuring
- – Carlyle and Vogue Deal
- – Palamon and Il Bisonte Deal
- – Cressey and VetCor Deal
- – PAI Partners and Froneri Deal
- – Value Creation to Follow in the Future
Topics include:
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- – Selling Overview
- – Sale to a Strategic Buyer
- – Sale to a Financial Buyer
- – Going Public Through an IPO
- – Other Exit Strategies
- – Terms in a Purchase and Sale Agreement
- – Terms in a Venture Captial Term Sheet
- – Tips to Selecting Third Parties
- – Tips to Negotiating a Private Equity Deal
Steve Balaban, CFA
About The Instructor
Over the past 15+ years, Steve has been advising, consulting, and educating family offices on how to invest in private equity. Steve founded Mink Learning, a private equity education company focused on making the complex world of private equity simple. He is also an award-winning private equity lecturer at the University of Waterloo and has authored the CFA Institute curriculum for the Level I and III exams on the subjects of alternative investments, including private equity.
Frequently Asked Questions
How long is the course?
We recommend you commit about 125 hours of study time to achieve the Private Equity Certificate.
This includes watching all of the videos, completing the quizzes and problems, as well as going through 250 page Ultimate Private Equity Guide in detail.
With that said, study time will vary on a case-by-case basis.
I want to enroll my whole company for the course, what procedure should I follow?
If you would like to enroll more than 5 members from your company, please contact us at [email protected]
Can I have only the resources?
At this time, we are offering the Ultimate Private Equity Course as a complete package.
How will the live Q&A sessions work?
We will reach out to participants to announce dates when these sessions will be held. The sessions will be an hour long and topics will be surveyed with participants to ensure we target the right topics for our audience.
How can I redeem my Private Equity Insider Event discount?
You are welcome to use the code you will receive by email for one of the conferences we will be holding until August 31st, 2023. The code can only be redeemed once.
