Investing in private equity

Gain the confidence to diversify

Add to comparison

Investing in Private Equity can be financially rewarding and deeply stimulating – but it’s also risky. So how do you build a PE portfolio as part of your investment strategy? How do you deal with complex financial structures? In this two-day programme, leading experts from the worlds of PE, VC, law and entrepreneurship, take you on a journey through the opportunities and potential pitfalls of PE as an asset class.

Detailed programme

Through talks, exercises, panels and cases, you’ll discover the principles and details you need to diversify. And in thoughtfully-arranged social activities, you’ll have opportunities to network and learn from PE investors and specialists.

Module 1: Designing a portfolio

Develop an asset allocation strategy
Understand the typical set-up of a PE fund or fund of funds
Explore how returns and timeframes compare with other asset classes

Module 2: Cash flow management for limited partners

Get to grips with cash management
Discover how to manage the J-Curve

Module 3: PE and VC returns

Understand how gross and net returns are measured
Learn about fees

Module 4: PE investing in practice

Learn from a panel of active family LPs, representatives of family PE funds, GPs and institutional investors

Module 5: Legal structures, fiscal issues and fees

Discover the key wording of agreements
Understand legal fees
Explore fiscal arrangements and tax implications
Use a case to explore the merits of specific investments – and the due diligence you need to carry out

Module 6: Choosing a PE team

Learn the characteristics of potentially outperforming managers
Understand how to interpret past performance

Module 7: VC practices and processes

Discover the importance of staged investments
Understand the value of a strong investment syndicate
Discover everything you need to know about exits

Module 8: Buyout practices

Understand how value is created in a buyout deal
Analyse the drivers of valuations
Explore typical buyout exit routes

Why this programme

Understand how to develop a coherent investment strategy that includes PE
Learn the different PE segments
Understand how to identify the best PE and VC managers
Know how to evaluate opportunities – and what the pitfalls may be
Gain the insight to start to invest

Who should attend

Private investors looking to move into PE
Family offices
Institutional investors

To allow open discussions and sharing of potentially confidential information, this programme is not open to private bankers and placement agents.

Success stories

Christel Lootens

Director at United NRJ

As well as theoretical knowledge, the programme also featured testimonials from professionals who are active in the sector. Inspirational speakers gave insights into several aspects of investment in private equity – and being with people who share mutual interests created interesting networking opportunities.

Lazlo Belgrado

Director at KBC Asset Management

I strongly recommend Investing in Private Equity. It focuses on fund selection, making it possible to go sufficiently deep within the programme timeframe. Topics covered are a good mixture of academic insights and experiences shared by seasoned professionals. A diverse participant mix makes for excellent discussions, inside and outside the classroom.

Burt Vanden Berghe

Public Banker at Argenta Spaarbank

From the point of view of an LP with limited PE experience, this was a very interesting course. Every speaker had relevant experience and shared their business insights. I liked the mix of sector professionals and academics – and solving the business cases.

Tim Repp

Senior Portfolio Manager at AG Insurance

The programme exceeded my expectations. It was a great blend of theory and practical application. I liked the opportunity to work on case studies with other participants – and the industry guest speakers were very open and provided valuable insights. I would certainly recommend this highly interactive experience.