Introduction to Private Equity Investments

In this one-day course, students learn the role of private equity investments. Starting with a basic description of private equity, this course shows the potential rewards and risks within the context of portfolio theory. In addition to discussing the investment characteristics, students compare private equity investments to traditional stock and bond investments. Also, comparisons are made to commodities and real estate investments. The course also covers key regulatory requirements, marketing issues, and client reporting practices.

02-Oct-2008 -- 02-Oct-2008New YorkUSD$1475register
NY Institute of Finance - Midtown9:00am - 4:30pm Instructional Method:
Group-Live		email course to a friend
Instructor(s): [ John Palicka; ] Thu Level: Intermediateemail a sales rep
CPE Credits: 7.0print this course

03-Dec-2008 -- 03-Dec-2008ChicagoUSD$1475register
NY Institute of Finance - Chicago9:00am - 4:30pm Instructional Method:
Group-Live		email course to a friend
Instructor(s): [ John Palicka; ] Wed Level: Intermediateemail a sales rep
CPE Credits: 7.0print this course

Private equity relationship managers, alternative investment and private equity portfolio managers, consultants and gatekeepers to asset allocation, private client financial service providers, individual investors and others involved directly or indirectly in the development of, offering of, marketing of and investing in alternative investments.
No advance preparation required.
Students will be able to:
  • Demonstrate a practical understanding of the core concepts of private equity investments
  • Know the suitability requirements for investors
  • Explain the appeal of private equity investments in client portfolio construction
  • Explain the appeal of middle market investing
  • Understand J-Curve Angst strategies
  • Differentiate private equity from venture capital and hedge funds
  • Know how buyouts are structured
  • Evaluate key considerations in making a private equity investment
  • Calculate appropriate returns for a private equity fund
  • Explain key exit strategies of a private equity investment
  • Know the key reporting measures of a private equity fund
  • Analyze commodity and real estate investments
A background in finance and accounting. Financial calculator (TI BA II Plus) required.
"Great course!"
"Clear examples."
"Instructor was very experienced."
"This course presented a broad overview, which provided a foundation for future courses."
  • Essentials of Corporate Finance
  • Portfolio Management - Theory & Practice
  • Hedge Funds
  • Fusion Analysis - Day/Evening
  • Stock Investing for Professionals
    • Day 1
    • Industry Background
    • Portfolio Theory Simulation
    • Suitability and Utility Curve Considerations
    • Venture Capital and Valuation
    • Closed End Funds
    • NAV and Fee Considerations
    • Special Risks and Liquidity Concerns
    • Distressed Securities
    • Private Equity IRR calculations
    • Private Equity Reporting Standards
    • Altering the Model to Value Exotic Options
    • J-Curve Angst Considerations
    • Evaluation of Industry Returns
    • Commodity Risk and Returns and Uses in Private Equity
    • Real Estate Risk and Returns and Uses in Private Equity
    • Comparisons of Private Equity to Hedge Funds
    • Investments in Alternative Investments

    Clients who register for this course will receive a complimentary 6 month subscription to the Financial Times and FT.com. The Financial Times is the world's most respected financial newspaper, providing a broad assessment on finance, business and the industrial sector. Subscriptions will start within 6-8 weeks of the application process and are limited to one per client. For questions about your subscriptions call 800-628-8088 or email uscirculation@ft.com. US and Canada enrollees only.

    Lunch included for all students taking day classes.