Chartered Wealth Manager and Chartered Portfolio Manager ™  AAFM Board Certification

The markets, business structures and access to markets

1. Private equity markets globally
   1. Market structure, stages, nature, geographies
   2. Deal flows and centres of excellence
2. Trends and outlook
   1. Investor and Investee perceptions
   2. The future of private equity
3. Deal and funding sources
   1. Finding deal opportunities
   2. Accessing the funding market
4. Investing and funding
   1. Conceptual and economic differences
   2. Corporate finance considerations in private equity
5. Core concepts of business strategy and operating risk
   1. Valid strategic positions
   2. Risk and rewards of core strategies
   3. Operating risk models and assessments

Working a potential deal to the point of decision

6. Due diligence
   1. Company accounts and realities
   2. Documentation and legalities
   3. Third party advisors
7. Deal evaluation and planning
   1. Traditional models
   2. Uncertainty models and approaches
   3. Private equity anomalies
   4. Restructuring plans – good business plans
8. Deal structures
   1. Pure equity deals
   2. Hybrid structures
   3. Joint venture investments
   4. Risk considerations
9. Deal negotiations
   1. MOUs, LOIs, pre-contracts
   2. Investor requirements
   3. Last mile approach
   4. Principles of negotiations

Closing and taking ownership or control of a deal

10. Closure & completion
    1. Contracts, side letters, agreements
    2. Documentation and validation
11.  First 90 days
    1. Evolution of an investee company
    2. Management activities
    3. Financing activities
12.  Three years
    1. Performance management
    2. Second round financings
    3. Recovery planning
    4. Preparing for exit
13.  Exit strategies
    1. Listings
    2. Trade sales
    3. Others

Running a private equity business

14.  Private equity portfolios
    1. Industry and size composition
    2. Management complexities and control
    3. Optimal portfolios
15.  Building a private equity business
    1. Targets and strategies
    2. Staff and rewards
    3. Capital and deals
    4. Issues in private equity
16.  Performance and benchmarks
    1. Targeting performance
    2. Measuring performance
    3. Benchmarking performance
17.  Course review and discussion
    1. Topics to be covered in more depth
    2. Assessment of participants