Private Equity for Private Investors
How Individuals Can Access Opportunities Jealously Guarded By The Big Financial Institutions
In this unique, never before offered course, Beaufort Society members can go deeper into the world of private equity investing that has previously been the sole prerogative of the big firms like KKR, Sequoia and Blackstone.
Beaufort Chairman *deleted* will give three hours of brand new content covering the concepts, the vocabulary and the process of making investments in companies whose shares are not listed on public exchanges.
He will also share live case studies from the Beaufort portfolio and the lessons learned from the last four years of bringing private equity opportunities to Beaufort members.
The session has been deliberately timed on the same day as the next Beaufort Society event, 26th September, so you can come to London earlier, attend the course and stay for the evening event.
When it is offered to the public this course will carry a fee of £495. However, as a Beaufort member willing to accept any rough edges on the first running you can attend for just £49. Given the cost of hiring a hotel in Mayfair for the event we will see what the demand looks like before finally confirming that the course is proceeding. If it does not go ahead then any fees paid will of course be refunded.
Here’s what we’ll cover on the afternoon of Thursday 26th September from 2:00pm to 5:00pm:
- What is private equity and why is it so important?
- The traditional private equity fund model
- Which parties are involved and how do they interact?
- Direct investing versus fund investing
- What drives value creation?
- How are private companies valued?
- What is private debt?
- Due diligence including a DD case study
- Asset allocation and diversification
- The exit through an IPO
- The exit through a trade sale
- Case studies
- Questionnaire
