Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

PE, VC, AND HEDGE FUNDS DE-MYSTIFIED- 2019 EDITION


Due Diligence Before Investing

Premiere Date: 05/07/2019 2:00pm

Due Diligence Before Investing

Private funds face strong challenges even before deploying their capital, but knowing when and where to source new investments requires an entirely different set of problem-solving skills. Professionals at private funds have to scrutinize target assets with quantitative and qualitative research and other due diligence. In this webinar, we discuss the performing due diligence from the perspective of private equity, venture capital and hedge fund professionals. This webinar also touches on the due diligence a potential investor in a private fund should do on the fund.

This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.


Capital Raising

Premiere Date: 04/09/2019 2:00pm

PE, VC and Hedge Funds - Raising Capital

The managers of private funds rely on pooled capital from outside investors. How do they do this, and how do they compete for funds with a public market fueled by expansionary monetary policy?  Legal restrictions limit who can invest in a private fund and even if legally allowed, many private funds will not permit everyone who want to invest to do so. This webinar addresses the present market for private capital fundraising across a diversity of fund strategies. It answers questions about how to promote fundraising activity in a crowded market.

This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.


The Basics of Fund Formation

Premiere Date: 03/05/2019 2:00pm

PE, VC, Hedge Funds Demystified - The Basics of Fund Formation

Private funds are legally required to organize in a very specific manner. Each requires a sponsor (investment manager) and a specified investment target/objective. Investors in private funds are normally passive, much like a mutual fund or ETF investor, and rely on the fund sponsor to acquire, manage and divest appropriately.  Of course, there are differences between the different kinds of private funds. This webinar explores fund formation from an economic and compliance standpoint, and leverages our panelists’ experience to explain how the structure of private funds influence their performance. The webinar also touches on documentation and compliance in an age of regulatory scrutiny, and how funds are evolving to adjust.

This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.


What is a “Private Fund?”

Premiere Date: 02/05/2019 2:00pm

According to the Securities and Exchange Commission, the number of private investment funds in the United States grew from 20,000 in Q1 2013 to more than 25,000 in Q1 2015. This included 1,100 more hedge funds, 1,500 more private equity funds and 140 more venture capital funds. So what are private funds and why are they growing so quickly?  This webinar explains the basics of private funds, how and why they differ from public investment options, and how investors gain access to the different kinds of private fund vehicles. Included is a breakdown of the three major private funds (private equity, venture capital and hedge fund) and what makes each unique.