Masterclass: Excellence in Environmental, Social, and Governance (ESG) for Private Equity, Initial Public Offerings, and Mergers & Acquisitions
*Terms & Conditions apply
Course Overview
Environmental, Social, and Governance (ESG) investing has increasingly become important in the private equity, M&A, and other investment domains. This traction is underpinned by the following factors:
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A significant majority of private equity funds are sourced internationally. A major implication of this is that the standards and values of international limited partners, including multilateral development banks, find their way as conditions of their investment commitments in private equity funds.
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ESG legislation and reporting standards.
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The cost of inadequate attention to ESG has become increasingly apparent due to several unfortunate debacles and failures of corporate governance standards.
It is now accepted that adherence to ESG standards and best practices is a critical component of good corporate governance and superior returns. Additionally, it leads to brand strengthening and superior value amongst all stakeholders.
Accordingly, this Masterclass will cover the following four principal areas of ESG:
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Best practices of ESG;
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Benefits of ESG;
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How portfolio companies, impact funds, venture capital and private equity funds can use ESG to their advantage and create additional value for their stakeholders; and
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Case studies illustrating how ESG matters have been addressed by private equity funds, venture capital funds, and portfolio companies.
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Dealing with ESG in preparing for IPOs & Mergers & Acquisition transactions.
Outcome and Benefits
The course will lay a strong foundation, enabling delegates to:
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Learn the key standards of ESG regulations and requirements.
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Understand how fund managers integrate ESG in due diligence.
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Discuss ESG investment case studies.
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Gain insights into how companies address a broad range of social issues ranging from gender disparities, resettlement, and the treatment of communities.
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Takeaway key lessons from case studies of the treatment of social issues by companies and the associated costs and benefits.
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Appreciate best practices of monitoring, corrective actions, transparency, engagement, and corporate governance.
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Discuss the roles of board committees including the audit and nomination committees
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Discuss corporate governance case studies and related value addition.
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Understand the severity of environment and climate risks
and the risk categories
Who Should Attend?
Business Consultants
VC and PE Fund Managers
Angel and Impact Investing and Fund Managers
Investment Officers and Committee Members
CFA, CA, CAIA & CS
Lawyers
Government Regulators
Commercial Bankers
Mutual Fund Managers
Limited Partners including Endowments
Capital Market Regulators
Pension Fund Managers
Investment and Merchant Bankers
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.
Co-Faculty
Raghuveer Nath is a gold medalist (B.A., LL.B.) from Jindal Global Law School and has done his Master's in Law (BCL) from the University of Oxford. He has also completed the Advanced Valuation program at New York University. He has previously worked at Trilegal LLP as an Associate in the M&A and private equity team, where he was involved in deal structuring and conducting corporate due diligence.
He has previously taught M&A and taxation at the Jindal Global Law School. He has more than a decade's experience in investing in the equity and derivative markets and has conducted several workshops on valuation and financial literacy.
Certification Provided by PEPP
