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SMU Certificate: Sourcing Private Equity Deals and Fund Raising (IBF Level 2)

Curriculum

Day 1

Introduction to Private Equity

  • Who’s who in PE – the people, the companies and the deals
  • Types and structure of PE funds
  • Industry trends and developments
  • Case studies

Day 2

Fund Raising & Deal Sourcing

  • PE investment cycle
  • PE fund raising trends and strategies
  • Identify potential investors and due diligence
  • Source, screen and filter deals
  • Case discussions – sniffing out opportunities to create value

Day3

Starting a Private Equity Fund

  • Documentation (PPM, LP agreements)
  • Determine fund structure
  • Fundraising role play – pitching to potential investor
  • Evaluation and key considerations for partnership 

Last updated on 21 Jun 2017 .