Training Objectives

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.

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

Who Should Attend

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

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.

In-house Training

For groups within the same organisation, this course may be customized to meet any specific needs and delivered in-house.