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Private Equity Risk Management

4,5 hour(s)

3 sessions of 1h30'.

Objectives

Three live sessions focused on PE Risk Management.
Our experts are going to discuss different aspects of Risk Management for AIFMs, Portfolio management, investment processes & guidelines.
Furthermore, this course is going to deep dive into the daily life of a third-party AIFM risk manager.

Content

Session 1: Risk Management for AIFMs: operating models, practices and trends

  • Market Intelligence insights on the Risk Management arrangements of Luxembourg AIFMs Operating models and features, including: - Governance arrangements
  • Interplay with the Group
  • Scope of work - risk profiling / exante vs. ex-post-post monitoring / interplay with valuation. Challenges, trends and evolution of the risk management models.

Session 2: "In finalization"

  • Fund of funds & direct investments within PE, Private Debt & Private Real Estate.
  • Portfolio management & risk management: investment processes, portfolio construction, investment guidelines.
  • Investment valuation.
  • Performance assessment.

Session 3: Identify, analyze, manage, Apéro - daily life of a third-party AIFM risk manager?

  • Quick overview on legal and regulatory
  • Risk vs. Portfolio Management
  • The role of the permanent risk function within the entire AIFM;
  • Role of risk management in the investment process for illiquid assets; Forget KYC / KYA - it's all about KYL
  • On-boarding a new fund, what you need to know; -Setting up a robust process with third party clients;
  • Ex-course: A primer on leverage What is leverage? What is not leverage? Why do we care? Outlook Hot topic: SFDR Regulatory developments
Teaching methods

Online, live sessions with Q&A

Assessment

Certficate, diploma

Certificate of completion and CPD points.

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Responsibility for the content of this training description lies solely with its author, the training provider Luxembourg Private Equity & Venture Capital Association.

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Characteristics
Level Intermédiaire
Organisation Blended learning
Teaching aids

All the sessions will be recorded and accessible from the participants after the end of the module.

Languages
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