Private Equity - Fundamentals

The objectives of this training module are to provide participants with: an introductory overview to the private equity business; an explanation of the fundamental concepts of private equity and a basis of understanding for the private equity programme as a whole.

• Introduction (Definitions/figures/actors)
• The Private Equity Fund (Fund structuring/functioning/marketing/investment restrictions/investors information)
• Investment/fund valuation (Principles/valuation methodologies)
• Performance calculation/allocation

• 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

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.