Masterclass: Excellence in Fund Formation
*Terms & Conditions apply
Course Overview
Currently, a $ 5 trillion asset class, the global private equity, and venture capital markets are expected to hit $ 9 trillion in the next five years.
According to Mckinsey & Co, active private equity (PE) firms more than doubled from 2010 to 2020. A BCG 2021 report: 'The $100 trillion Machine', states that 'PE will continue to be the fastest-growing alternative asset class over the next five years.
The PE/VC fund market is propelled by drivers, such as:
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GDP growth requires continued funding of capital and operating expenditures.
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Entrepreneurs wish to capitalize on large markets by scaling their operations.
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A rising per capita income across the globe leads to greater demand for products and services, encouraging entrepreneurs to set up new or grow existing businesses.
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New tools, such as Web 3.0, or other innovations, are leading to new investment opportunities in new investment categories.
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Access to superior management skills and a more comprehensive understanding of VC/ PE business models will lead to further growth in these specialized investment models.
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A more mature ecosystem now exists in many countries, which enables the establishment and functioning of new, or growth of established, PE/VC funds.
Those aspiring to establish new private equity or venture capital funds will benefit from this masterclass in a variety of ways.
Several case studies will illustrate the challenges encountered in forming a fund as well as the solutions employed.
The Course Director, Arvind Mathur, has over 30 years of experience in private equity and venture capital and has invested in 30 private equity funds. He has prepared several case studies and taught over 100 masterclasses in the PE and VC space during the past 12 years in several countries. Participants have included fund managers, sovereign wealth funds, corporates, and other aspirants.
Outcome and Benefits
The course will lay a strong foundation, enabling delegates to:
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How a new PE/VC fund is established will be illustrated by a case study
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The main regulatory challenges in forming and marketing a new fund
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Building the right team to manage a private equity fund
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The key considerations in crafting a Limited Partner term sheet will be illustrated
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The investment criteria of leading Limited Partners will be shared and discussed
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The range of exit tools will be illustrated by case studies
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Practical examples of value addition by PE/VC funds will be provided
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The needs of a range of fund investors i.e. Limited Partners (LPs)
Who Should Attend?
Management Gurus
Crypto Industry Players
Real Estate Professionals
Accelerators
CFA, CA, CAIA & CS
Bankers, Development Officers, Credit Officers
Investment Officers
Founders and Start-ups
Insurance Companies
Aspiring VS & PE Fund Managers, Limited Partners
Lawyers and Accountants
Relationship 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
