Private Equity Bootcamp
RegisterHosted by CFA Society Singapore
Global CFA Society Passport Event
This one-of-a-kind Private Equity Bootcamp focuses on the knowledge and skills needed to:
- Invest in private equity
- Advise clients how to advise in private equity
Key Learning Objectives:
Private Equity Overview
- Explain why and how investors add alternative investments and private equity to their portfolio
- Define various alternative investments and identify risks associated with them
- Understand and distinguish among the various categories of private equity, such as venture capital, growth capital and buyouts
- Understand how to distinguish among the various categories of private equity, including fund investing, direct investing, coinvesting and secondary investing
Deal Sourcing & Due Diligence
- Develop a plan to generate proprietary deal flow for yourself or for a client
- Create a checklist on what investors need to look for when searching for
- Define and differentiate between commercial, financial, managerial and legal due diligence – and dive deep into each type
- Build a comprehensive due diligence process, including the development of thought-provoking questions to ask management during the due diligence process
Value Creation & Exit Strategies
- Define and differentiate between operational improvement, multiple expansion and deal structuring
- Dive deep into value creation strategies by specifically focusing
- Understand the secrets to being a successful private equity board member – focusing on strategy and execution in the portfolio company
- Evaluate the pros and cons of different exit strategies in a direct private equity investment including exit to a strategic buyer, a financial buyer and the public markets
Instructor:
Steve Balaban, CFA, is a thought leader on private equity with experiences as an investor, advisor and award-winning lecturer. He is the Chief Investment Officer of Mink Capital where he advises, consults and educates family offices on how to invest in private equity. Due to the rising demand from family offices, financial institutions and service providers in private equity, he launched Mink Learning, a private equity education company that offers videos, resources and training to make the complex world of private equity simple.
Steve is also an award-winning lecturer at the University of Waterloo where he has created new courses on private equity, wealth management and the international course, a course that takes students to different areas of the world each year. His approach to education is unique as he uses innovative technologies and experiential teaching methods to explain concepts to his students. His passion for teaching resulted in being the only lecturer in the history of the University of Waterloo to win both the Distinguished Teaching Award (Steve Balaban – Distinguished Teaching Award) and the WUSA Excellence in Undergraduate Teaching Award in the same year.
In an effort to educate his students and the general public about private equity, Steve launched a one-of-a-kind Private Equity YouTube Channel to make the complex world of private equity simple. This channel has received over 700,000 views and counting: Steve Balaban – Private Equity YouTube Channel.
Steve is also a contributing author on the subject of private equity for the CFA Institute and he served on the Board of Directors for the CFA Society Toronto.
Prior to Mink Capital and the University of Waterloo, Steve worked at Dunkley Capital where he invested in private equity, including a consolidation of billboard companies throughout Canada where he served as President of Stellar Outdoor Advertising.
Steve received a Bachelor of Mathematics from the University of Waterloo, where he graduated on the Dean’s List, and received an Honours Bachelor of Business Administration from Wilfrid Laurier University. He has also earned his Chartered Financial Analyst (CFA) designation.
Steve has extensive international experience. He has worked, studied and visited over 85 countries in every continent in the world.
7 PL
CFA Institute members/charterholders who log in to register will automatically receive PL/SER credits in their online trackers post-event.
Agenda
Pricing
Group | Price |
---|---|
Member | SGD 1250 |