Investment and Private Equity Training Program

Day 1: Introduction to Investment

• Overview of Financial Markets
• Types of Investments
  • Stocks
  • Bonds
  • Mutual Funds
  • Real Estate
• Investment Strategies
• Risk vs. Return
• Asset Allocation
• Diversification

Day 2: Fundamentals of Private Equity

• Understanding Private Equity
  • Definition and Characteristics
  • Key Players in Private Equity
• Investment Lifecycle in Private Equity
  • Fundraising
  • Deal Sourcing and Due Diligence
  • Value Creation
  • Exit Strategies

Day 3: Valuation Methods

• Valuation Principles
• Net Asset Value (NAV)
• Discounted Cash Flow (DCF) Analysis
• Comparable Company Analysis (Comps)

• Valuation in Private Equity
  • Market Approach vs. Income Approach
  • Determining Enterprise Value
• Deal Structuring
  • Legal and Regulatory Framework
  • Legal Considerations in Private Equity Deals
  • Investment Vehicles (e.g., LPs, LLCs)
  • Deal Negotiation and Documentation
  • Term Sheets
  • Purchase Agreements

Day 4: Investment Analysis and Due Diligence

• Investment Criteria and Screening
• Financial Modelling and Forecasting
• Due Diligence Process
  • Financial Due Diligence
  • Legal Due Diligence
  • Operational Due Diligence

• Risk Management and Performance Measurement
  • Risk Assessment in Private Equity Investments
  • Performance Metrics
    • Internal Rate of Return (IRR)
    • Multiple on Invested Capital (MOIC)

Day 5: Case Studies and Practical Applications

• Analysing Real-world Private Equity Transactions
• Role-plays and Simulations
• Discussion of Success Stories and Failures

• Current Trends and Future Outlook
  • Emerging Trends in Private Equity
  • Globalization of Private Equity Markets
  • Impact of Technology and ESG Factors
• Ethics and Compliance in Private Equity
  • Ethical Considerations in Deal Making
  • Regulatory Compliance and Reporting Requirements