Summary
Tax reforms, regulatory uncertainty, and global market volatility are creating a more complex investment environment, but the outlook for private equity remains strong. This investment management course provides the frameworks you need to improve your firm's effectiveness at every stage of a deal. By examining critical issues related to industry infrastructure, portfolio management, and negotiation strategies, you will be well equipped to overcome emerging investment challenges, find new paths to growth, and increase returns on capital.
For executives newer to the private equity or venture capital fields, our foundational investment program, Foundations of Private Equity and Venture Capital, may be more appropriate. The programs are not intended to be taken consecutively and are designed to meet the needs of two distinct groups of investors. Applicants are advised to choose the program that best fits their goals and experience. For more information, connect with a program advisor by emailing executive_education@hbs.edu or by calling +1.617.495.6555.
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Summary
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Tax reforms, regulatory uncertainty, and global market volatility are creating a more complex investment environment, but the outlook for private equity remains strong. This investment management course provides the frameworks you need to improve your firm's effectiveness at every stage of a deal. By examining critical issues related to industry infrastructure, portfolio management, and negotiation strategies, you will be well equipped to overcome emerging investment challenges, find new paths to growth, and increase returns on capital.
For executives newer to the private equity or venture capital fields, our foundational investment program, Foundations of Private Equity and Venture Capital, may be more appropriate. The programs are not intended to be taken consecutively and are designed to meet the needs of two distinct groups of investors. Applicants are advised to choose the program that best fits their goals and experience. For more information, connect with a program advisor by emailing executive_education@hbs.edu or by calling +1.617.495.6555.
DetailsCollapse All
Take advantage of the right opportunities at the right timeTake advantage of the right opportunities at the right time
- Evaluate the impact of market cycles so you can move on opportunities with the most potential
- Apply best practices for making investments, both within your borders and in other countries
- Assess opportunities in distressed and emerging industries
Structure and negotiate better dealsStructure and negotiate better deals
- Make better investment decisions by examining the influence of risk, earnings, and organizational change
- Move quickly to select the best deals and negotiate with greater confidence
Optimize your firm's portfolio and activitiesOptimize your firm's portfolio and activities
- Monitor the progress of portfolio companies and choose appropriate exit strategies
- Scale your firm by managing deals and integrating operations across multiple locations
Expand your personal and professional networkExpand your personal and professional network
- Extend your network by living and working with accomplished executives from various backgrounds, industries, and countries across the globe
- Build relationships with a diverse group of peers who can provide wide-ranging insights into your business challenges and career decisions
Who Should Attend
This investment management course is designed for executives with considerable investment industry experience, including:
- General partners and junior partners of private equity and venture capital firms
- Principals from the limited partner community who invest in private equity and venture capital firms
- Chief investment officers, investment principals, and investment managers or directors
- Asset managers responsible for a firm's investment portfolio
- Entrepreneurs in the process of receiving and/or structuring capital funds
- May also be appropriate for: Professionals who provide banking, accounting, legal, or other advisory services to the investment industry
Attendance by multiple company representatives will foster teamwork and amplify the impact of the Private Equity and Venture Capital program. A participant team might include executives responsible for finance, marketing, business development, customer service, human resources, and product or service management.
Entrepreneurs, angel investors, families and institutions raising a first fund, and others new to the private equity and venture capital industry are encouraged to explore our program, Foundations of Private Equity and Venture Capital.
Program for Leadership Development participants earn 3 PLDA Points on completion of this program.
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Who Should Attend
-
This investment management course is designed for executives with considerable investment industry experience, including:
- General partners and junior partners of private equity and venture capital firms
- Principals from the limited partner community who invest in private equity and venture capital firms
- Chief investment officers, investment principals, and investment managers or directors
- Asset managers responsible for a firm's investment portfolio
- Entrepreneurs in the process of receiving and/or structuring capital funds
- May also be appropriate for: Professionals who provide banking, accounting, legal, or other advisory services to the investment industry
Attendance by multiple company representatives will foster teamwork and amplify the impact of the Private Equity and Venture Capital program. A participant team might include executives responsible for finance, marketing, business development, customer service, human resources, and product or service management.
Entrepreneurs, angel investors, families and institutions raising a first fund, and others new to the private equity and venture capital industry are encouraged to explore our program, Foundations of Private Equity and Venture Capital.
Program for Leadership Development participants earn 3 PLDA Points on completion of this program.
Global Perspective Experience the world in your classroom. /Lists/Infographics/EditForm.aspx?ID=162 Experience Years worked /Lists/Infographics/EditForm.aspx?ID=163 Education Highest level attained /Lists/Infographics/EditForm.aspx?ID=176
Learning and Living at HBS
When you participate in an Executive Education program on the HBS campus, you enter an immersive experience where every aspect of the learning model has been carefully designed to facilitate your growth. Your learning will take place on your own, in your living group, and in the larger classroom, driven by the renowned HBS case method.
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Learning and Living at HBS
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When you participate in an Executive Education program on the HBS campus, you enter an immersive experience where every aspect of the learning model has been carefully designed to facilitate your growth. Your learning will take place on your own, in your living group, and in the larger classroom, driven by the renowned HBS case method.
Admissions Criteria and Process
What You Will Learn
Through a rich learning experience that includes faculty presentations, case studies, small group discussions, and practical exercises, you will develop the essential problem-solving and decision-making skills needed to craft an effective investment strategy, raise the required capital, and facilitate productive dealmaking.
Participants should expect to spend at least 9-12 hours on self-paced case preparation prior to attending the program. Case materials will be made available approximately two weeks prior to program start.
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What You Will Learn
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Through a rich learning experience that includes faculty presentations, case studies, small group discussions, and practical exercises, you will develop the essential problem-solving and decision-making skills needed to craft an effective investment strategy, raise the required capital, and facilitate productive dealmaking.
Participants should expect to spend at least 9-12 hours on self-paced case preparation prior to attending the program. Case materials will be made available approximately two weeks prior to program start.
Key TopicsCollapse All
Private equity globalizationPrivate equity globalization
- Understand how capital flows across both national and regional boundaries
- Manage a multinational fund versus one run from a single office
- Adjust investment strategies for the demand-and-supply dynamics of different countries and regions
- Assess the impact of traditional management practices and the localization of investments
- Anticipate exit difficulties and other risks
Emerging marketsEmerging markets
- Adapt your investment style for new high-growth markets
- Identify new funding opportunities
- Embrace earlier-stage investments
- Understand the differences between fundraising and investing efforts
- Make decisions that address the distinct financial and cultural aspects of a country or region
Implications of both firm and fund sizeImplications of both firm and fund size
- Align your investment strategies with your firm and fund
- Prepare for the distinct challenges that characterize different stages of growth
- Recognize how the size of your firm and fund can affect the perceptions of investors and other industry players
- Understand how firm and fund size can influence deal sourcing and selection, enterprise valuation, portfolio mix, and the management of portfolio companies
The HBS Advantage
Our Executive Education programs are developed and taught by HBS faculty who are widely recognized as skilled educators, groundbreaking researchers, and award-winning authors. Through their board memberships, consulting, and field-based research, they address the complex challenges facing business leaders across the globe.
Lovett-Learned Professor of Business Administration
Jacob H. Schiff Professor of Investment Banking
Marvin Bower Associate Professor
Eugene Holman Professor of Business Administration
Senior Lecturer of Business Administration
Senior Lecturer of Business Administration
MBA Class of 1957 Senior Lecturer of Business Administration
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The HBS Advantage
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Our Executive Education programs are developed and taught by HBS faculty who are widely recognized as skilled educators, groundbreaking researchers, and award-winning authors. Through their board memberships, consulting, and field-based research, they address the complex challenges facing business leaders across the globe.
Faculty Cochairs
Lovett-Learned Professor of Business Administration
HBS Unit:FinanceJacob H. Schiff Professor of Investment Banking
HBS Units:Entrepreneurial ManagementFinanceFacultyMarvin Bower Associate Professor
HBS Unit:Entrepreneurial ManagementEugene Holman Professor of Business Administration
HBS Units:Entrepreneurial ManagementFinanceSenior Lecturer of Business Administration
HBS Units:Entrepreneurial ManagementFinanceSenior Lecturer of Business Administration
HBS Unit:Negotiation, Organizations & MarketsMBA Class of 1957 Senior Lecturer of Business Administration
HBS Unit:Entrepreneurial Management