CFP®, CIMA®, CPWA®, CIMC®, and RMA℠ Eligible

Duration: 1 Hour

Option 1: Friday, January 29^th at 9:00am ET

Option 2: Friday, February 26^th at 3:00pm ET

Pre-work: There will be a 10-15-minute pre-recorded webinar to be delivered on-demand.

This session will be interactive with group discussion and Q&A.

Course Description

Ideal for: Participants who would like to get familiar with private equity industry, learn the anatomy of a deal, industry trends, secondary purchases, co-investments, and understand the sources of value creation and the drivers of return of private equity funds.

Private equity is an asset class that has potential to generate sustainable long-term returns for its investors. Although it is relatively a new asset class that has some unique characteristics that may not be familiar to investors, it has become a key component of many investors’ portfolios. In this entry-level elective session we will cover the structure of a private equity fund, and describe how a private equity fund operates and governs its portfolio companies. We will then talk about the changing trends in the private equity industry. We will also discuss whether and how a private equity fund creates value in a changing macroeconomic landscape.