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


Due Diligence Before Investing

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

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.


Capital Raising

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

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.


Basics of Fund Formation

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

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.


What is a “Private Fund?”

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

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.