In-Person

Private Equity for Institutional Investors: Pitfalls, Strategies and Opportunities

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Length
1 day
9 a.m. to 5 p.m.
Networking cocktail reception
in the evening
Rate
$1,995
$1,995
Language

French

Formations sur mesure pour les organisations

Program can be

Customized for

your organization
Formations internationales

Delivered anywhere

in the world
Contact an advisor
Nadia Uria-Fernandez
Nadia Uria-Fernandez
Program Manager

Email | Phone

This one-day program for institutional investors and portfolio managers will help you acquire an in-depth understanding of private equity fundamentals and investment strategies. Whether you are an experienced investor or are considering adding private equity to your portfolio, you will leave with practical tools you can use to navigate this complex landscape.

The program examines the key concepts of private equity, including types of funds, how transactions are structured and how to measure performance. Drawing on the book Private Equity Laid Bare, it shines a light on industry challenges such as aligning the interests of asset managers and investors, managing conflicts of interest, evaluating performance, integrating environmental, social and governance (ESG) factors into investment decisions and more.

MEET A WORLD-RENOWNED PRIVATE EQUITY EXPERT AND DISCOVER WHAT LIES IN WAIT FOR 2025.

By adopting a critical stance, you will be able to make informed, strategic decisions to better manage your private equity investments and anticipate emerging trends.

Participants will receive a copy of Private Equity Laid Bare by Ludovic Phalippou:

GOALS

  • Understand the fundamentals and key mechanisms of private equity
  • Master the language of private equity and use its terminology with confidence
  • Measure the performance of this type of investment and evaluate the risks
  • Incorporate ESG factors into your private equity strategies
  • Apply best practices for private equity governance

IS THIS FOR YOU?

  • Investors or limited partners (LPs)
  • Members of investment committees
  • Portfolio managers
  • Asset management and pension fund consultants
  • Financial professionals looking to broaden their investment skillsets
  • Business executives in search of partners and investors

DISTINCTIVE ADVANTAGES

  • Learn from renowned private equity experts
  • Leverage a unique learning approach to develop a constructive critical lens
  • Familiarize yourself with best practices to be able to navigate this demanding and sophisticated niche
  • Network with prominent industry players

Introduction to Private Equity

  • Fundamentals, history and importance to the world of finance

Fund Structures and Strategies

  • Types of private equity and investment strategies

Measuring Performance

  • Evaluating the performance of private equity investments

Fee Structures

  • Detailed analysis of private equity fee structures

ESG Considerations

  • Impact of ESG and sustainable finance on the private equity sector
  • Critical analysis of the integration of ESG factors into investment strategies and their effectiveness as drivers of sustainable change

Outlook and Trends

  • Discussion about the future of private equity and emerging trends

TRAINING APPROACH

  • Simplifying complex concepts to make them accessible to everyone, including participants without prior experience in private equity
  • Case study where participants can apply their knowledge
  • Inclusion of in-depth academic research, providing a robust and credible foundation for learning
  • Interactive discussions and constructive criticism
  • Concise, nuanced and informal teaching approach that leaves a lasting impression on participants

ADDITIONAL INFORMATION

  • Preparatory reading: Case study about the Queen’s College Endowment Fund, University of Oxford
Jacques Lemay

LLB, LLM, MBA, HEC Montréal

Guest Professor and Director, Department of Finance, HEC Montréal

Ludovic Phalippou

MSc (Economics), PhD (Finance)

Professeur d’économie financière, Saïd Business School de l’Université d’Oxford

In-Person

Private Equity for Institutional Investors: Pitfalls, Strategies and Opportunities

This one-day program for institutional investors and portfolio managers will help you acquire an in-depth understanding of private equity fundamentals and investment strategies. Whether you are an experienced investor or are considering adding private equity to your portfolio, you will leave with practical tools you can use to navigate this complex landscape.

The program examines the key concepts of private equity, including types of funds, how transactions are structured and how to measure performance. Drawing on the book Private Equity Laid Bare, it shines a light on industry challenges such as aligning the interests of asset managers and investors, managing conflicts of interest, evaluating performance, integrating environmental, social and governance (ESG) factors into investment decisions and more.

MEET A WORLD-RENOWNED PRIVATE EQUITY EXPERT AND DISCOVER WHAT LIES IN WAIT FOR 2025.

By adopting a critical stance, you will be able to make informed, strategic decisions to better manage your private equity investments and anticipate emerging trends.

Participants will receive a copy of Private Equity Laid Bare by Ludovic Phalippou:

Presentation Program Instructors

GOALS

  • Understand the fundamentals and key mechanisms of private equity
  • Master the language of private equity and use its terminology with confidence
  • Measure the performance of this type of investment and evaluate the risks
  • Incorporate ESG factors into your private equity strategies
  • Apply best practices for private equity governance

IS THIS FOR YOU?

  • Investors or limited partners (LPs)
  • Members of investment committees
  • Portfolio managers
  • Asset management and pension fund consultants
  • Financial professionals looking to broaden their investment skillsets
  • Business executives in search of partners and investors

DISTINCTIVE ADVANTAGES

  • Learn from renowned private equity experts
  • Leverage a unique learning approach to develop a constructive critical lens
  • Familiarize yourself with best practices to be able to navigate this demanding and sophisticated niche
  • Network with prominent industry players

Introduction to Private Equity

  • Fundamentals, history and importance to the world of finance

Fund Structures and Strategies

  • Types of private equity and investment strategies

Measuring Performance

  • Evaluating the performance of private equity investments

Fee Structures

  • Detailed analysis of private equity fee structures

ESG Considerations

  • Impact of ESG and sustainable finance on the private equity sector
  • Critical analysis of the integration of ESG factors into investment strategies and their effectiveness as drivers of sustainable change

Outlook and Trends

  • Discussion about the future of private equity and emerging trends

TRAINING APPROACH

  • Simplifying complex concepts to make them accessible to everyone, including participants without prior experience in private equity
  • Case study where participants can apply their knowledge
  • Inclusion of in-depth academic research, providing a robust and credible foundation for learning
  • Interactive discussions and constructive criticism
  • Concise, nuanced and informal teaching approach that leaves a lasting impression on participants

ADDITIONAL INFORMATION

  • Preparatory reading: Case study about the Queen’s College Endowment Fund, University of Oxford
Jacques Lemay

LLB, LLM, MBA, HEC Montréal

Guest Professor and Director, Department of Finance, HEC Montréal

Ludovic Phalippou

MSc (Economics), PhD (Finance)

Professeur d’économie financière, Saïd Business School de l’Université d’Oxford
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