Private Equity - Fundamentals of the Roles and Responsibilities of PE Professionals

Welcome to a training module designed to provide participants with a comprehensive understanding of the key service providers in the dynamic world of Private Equity. By the end of this course, you will have gained a thorough insight into the roles and functions of the principal players in the Private Equity industry.

The objective of this training module is to provide participants with an overview and understanding of the principal service providers involved in the Private Equity industry. 

• Private Equity funds - Overview of players involved

• Different players in a Private Equity fund

  • General partner

  • Alternative Investment Fund Manager (AIFM)

  • Limited partner

  • Marketing

  • Depositary

  • Fund Administrator

  • Registrar and Transfer Agent

  • Auditor

  • Legal Advisor

  • Tax Advisor

• Private Equity fund servicing:

  • Operating models

• Mutual Funds Professionals willing to acquire substantial knowledge of the Private Equity fund administration and depositary activities;
• Alternative Funds Professionals aiming at developing their understanding of Private Equity specifics in the fields of fund structuring and monitoring, valuation and performance calculation/attribution;
• Other Professionals active in AIFMs, legal, audit and advisory firms etc. eager to benefit from an extensive overview of Private Equity business processes.

For this training course, an optional exam is available. In case of interest, candidates can choose a date from the list of proposed examinations sessions. Registration for the exam must be made at least five days before the chosen exam date. The exam is subject to a registration fee.

At the end of the training, the participants can download a certificate of attendance from their client portal House of Training.