Each module covers a single private equity topic over 1.5 hours. Topics can range from introductory to advanced materials. Bundle any four modules for each day of your workshop.

  • Module 01

    Private Equity Overview

    • Introduction to Alternative Investments
    • Introduction to the Private Equity Asset Class
    • Detailed Information on Terms, Fees, Structures, Agreements, etc
  • Module 02

    Family Office Allocation to Private Equity and Other Alternative Investments

    • Review of the Investment Policy Statement
    • Details of Family Office Allocation to Alternative Investments including Private Equity
    • Family Office Private Equity Strategies including: Understand Vehicles to Invest in PE (direct/fund/co investments/fund of funds). Understand Specific Strategies in Industries, Geographies, etc

To see our full list of Modules, please enter your email. Because these Modules are unique to our course, we request an email to better understand who is interested in our materials. We will use this email to contact you with more information.

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Private Equity Due Diligence Checklist: 10 Questions Family Offices Should Ask

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