Private Equity - Understanding PE Business Processes and Controls

The objective of this training module is to provide participants with a solid understanding of the principal processes and controls within private equity. This module is taught by a team of recognised experts and may include additional guest speakers to reinforce certain practical aspects.

• Mutual Funds Professionals willing to acquire substantial knowledge of the Private Equity fund administration and depositary activities
• Alternative Funds Professionals aiming at developing their understanding of Private Equity specifics in the fields of fund structuring and monitoring, valuation and performance calculation/attribution
• Other Professionals active in AIFMs, legal, audit and advisory firms etc. eager to benefit from an extensive overview of Private Equity business processes

• Fund Setup & Structuring – Legal Aspects / Domiciliation
• Fund Setup & Structuring – Domiciliation
• Fund Raising – Introduction to Fund Raising
• Fund Raising – Closing
• Deal Structuring & Draw down – Operations – Advanced
• Deal Structuring & Draw down – Type of Instruments
• Monitoring – Operations & Processes
• Monitoring – Risk Management
• Investment Exit – Exit Strategies
• Management Partner – Introduction - Venture capital – Buyout
• Distribution – The Waterfall Model
• Liquidation – Existing Scenarii of Liquidation
• Deal structuring & Draw Down: Type of Instruments
• Monitoring: Operations & Processes
• Monitoring: Risk management
• Investment Exit : Exit strategies
• Management partner (Introduction, Venture Capital, Buyout)
• Distribution: The Waterfall Model
• Liquidation: Existing Scenarii of Liquidation

For this training course, an optional exam is available. In case of interest, candidates can choose a date from the list of proposed examinations sessions. Registration for the exam must be made at least five days before the chosen exam date. The exam is subject to a registration fee.

At the end of the training, the participants can download a certificate of attendance from their client portal House of Training.