ΠΕΡΙΓΡΑΦΗ

Private equity funds play a pivotal role in today’s global investment landscape, providing capital to companies with high growth potential and driving strategic value creation. This programme offers a comprehensive introduction to the structure, operation, and lifecycle of private equity funds, highlighting key concepts such as fundraising, deal sourcing, valuation, governance, and exit strategies. 

Participants will gain a clear understanding of how private equity managers identify opportunities, assess risk, and deliver returns for investors, as well as the regulatory considerations surrounding fund management. 

The programme also incorporates real-life historical examples of notable private equity transactions, allowing learners to connect theory with practice and appreciate the evolution and impact of private equity over time.

ΣΚΟΠΟΣ ΣΕΜΙΝΑΡΙΟΥ

By the end of this programme, learners will be able to:

• Understand the fundamental structure, purpose, and mechanics of private equity funds.
• Explain the roles and responsibilities of fund managers, investors, and other key stakeholders.
• Describe the stages of the private equity investment lifecycle, from fundraising to exit.
• Analyse how private equity firms source, evaluate, and execute investment opportunities.
• Assess the regulatory and compliance framework governing private equity funds.
• Identify common risk factors and performance drivers within private equity strategies.
• Interpret real-life historical case studies to recognise patterns, best practices, and lessons learned.

ΣΕ ΠΟΙΟΥΣ ΑΠΕΥΘΥΝΕΤΑΙ

This programme is ideal for:

• Fund administrators and operations officers
• Investment analysts and associates
• Financial services professionals entering alternative investments
• Compliance and regulatory officers in fund management
• Corporate finance and M&A professionals
• Risk management and reporting specialists
• Accountants and auditors working with investment funds
• Professionals seeking foundational knowledge of private equity structures and processes

ΠΕΡΙΣΣΟΤΕΡΕΣ ΠΛΗΡΟΦΟΡΙΕΣ

Training Outline

Introduction to Private Equity

• Definition and core concepts
• Purpose and role in modern finance
• Key characteristics of private equity funds

Private Equity Fund Structures

• Main fund types
• Legal structures and fund organisation
• Roles of GPs, LPs, and other participants

Fundraising and Capital Commitments

• Overview
• Investor categories and expectations
• Capital commitments, drawdowns, and distributions

Investment Lifecycle

• Deal sourcing
• Valuation approaches used in private equity

Portfolio Management and Value Creation

• Post-acquisition strategies
• Operational, strategic, and financial value drivers

Exit Strategies & Performance Metrics

• Common exit structures
• IRR, MOIC, and interpretation of returns and Factors influencing fund performance

Historical Real-Life Case Studies

• Review of notable private equity deals
• Key lessons and industry insights

Conclusion

Training Style

The programme combines focused lectures with real-life examples and historical case studies to reinforce practical understanding.

Participants learn through interactive discussion and scenario-based insights, enabling them to apply key concepts effectively in their professional environment.

CPD Recognition

This programme may be approved for up to 4 CPD units in Financial Regulation. Eligibility criteria and CPD Units are verified directly by your association, regulator or other bodies which you hold membership.