MASTERCLASS: EXCELLENCE IN DUE DILIGENCE
*Terms & Conditions apply
Course Overview
Due diligence skills and judgment are amongst the most important skills in investing, buyouts and M&A transactions. Part of the complexity of due diligence springs from the fact that it is an art and not a science. In every transaction different due diligence risks may be embedded or hidden. The course will be presented as a double-edged sword, namely a downside protection tool and a tool to gauge and harvest the potential upside in an investment.
The course will be presented from two vantage points:
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One, from the perspective of the various categories of due diligence traps and secondly, the due diligence red flags in different investment sectors.
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Accordingly, the Masterclass will cover due diligence tools in the following type of categories: strategic, commercial, financial, tax, deal structures, governance, anti-bribery and environmental risks. Forensic tools will also be highlighted.
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The other vital perspective will be the due diligence risks which are specific to certain important sectors including: financial institutions, banks, healthcare, pharmaceuticals, private equity, venture capital, impact funds and hedge funds.
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Case studies will be used to emphasize important techniques and due diligence checklists will be provided which can be used as aids in the day-to-day investment role of participants. Audience interaction will be encouraged.
Due diligence is about two sides of the same coin. Accordingly, both investors and fund recipients should not miss this course.
Outcome and Benefits
The course will lay a strong foundation, enabling delegates to:
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Understand the key techniques of due diligence in private equity and M&A transactions
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Key focus areas of financial, legal, commercial and other due diligence areas
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Benefits and risks of vendor, sell-side, due diligence
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Conducting a buyer due diligence exercise
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Dealing with due diligence findings and identifying deal breakers
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Focus areas and scope of due diligence
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Overcoming challenges and hurdles in the due diligence process
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Learn due diligence lessons from case studies
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Gain exposure to, and review, a due diligence report
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Gain insights into negotiating deal terms based on due diligence findings
Who Should Attend?
Venture Capital and Private Equity Fund Managers
Hedge Fund Managers
Angel and Impact Investing and Fund Managers
CEOs, CIOs, Investment Committee Members, and Investment Officers
CFA, CA, CAIA & CS
Legal Counsels
Business Consultants
LPs: Sovereign Wealth Funds, Pension Funds, Insurance Companies, and Banks
Investment and Merchant Bankers
Mutual Fund Managers
Start-up and Established Founders
Capital Market Regulators
Pension Fund Managers
Wealth Managers
Course Director
Arvind has rubbed shoulders with the world's leading venture capital and private equity funds like KKR, Apax Partners, Carlyle, Sequoia, ACCEL Partners, and many others. Arvind has held a variety of positions, including Head of Capital Markets at the Asian Development Bank, Vice President, Citibank, and Senior Adviser, Citi. He was the President of the Indian Private Equity & Venture Capital Association, reporting to the CEO of KKR in India and to an Executive Committee including leading private equity and venture capital fund managers, such as Carlyle and the Canada Pension Plan.
He has structured and invested in over 30 private equity funds, including venture capital funds. He has worked on funds with LPs such as CalPERS, La Caisse de Depot et Placement du Quebec, the Prudential Insurance Company of America, and other large institutional investors. He has engineered several IPOs and has successfully negotiated an exit of a financial services startup with the CEO of a US-based MNC in New York.
He has promoted corporate governance in many funds, particularly those involving CalPERS. He has played a key role in the creation, structuring, and placement of a nearly $ 1 billion Infrastructure Fund. He has co-invested and partnered with some of the world's largest institutional investors including pension funds and sovereign wealth funds.
Arvind P. Mathur, CFA, FRM, has taught complex financial topics to fund managers and senior executives in Singapore and other countries for the past 12 years, including venture capital, private equity, M&A, valuation, and negotiation techniques. He has delivered a lecture on Asian buyouts at the Harvard Business School and has delivered more than 100 masterclasses in complex financial disciplines such as private equity, venture capital, and term sheet negotiations in several countries. He has also advised a start-up woman entrepreneur under a Goldman Sachs startup program.
Arvind has attended executive management courses at the Columbia School of Business and Cornell University, and an investment management workshop at the Harvard Business School.
Certification Provided by PEPP
