PE Learning Pathway - The Investment Process

The IPI Private Equity Learning Pathway is a series of 12 units which provide a holistic understanding of how a Private Equity fund works.  Topics range from Deal Valuation to Compliance, from Fund Structuring to Managing Portfolio Risk, along with other topics such as Capital Raising, Business Management and Responsible Investing.

In this unit, Steve Bernstein will take you through all steps in investment process that covers:

•  The 8 steps of the investment process
•  Origination/Deal sourcing
•  Underwriting
•  Asset management