Private Equity Bootcamp 2026

2-Day Private Equity Bootcamp
For Investors and Finance Professionals

11 & 12 March 2026

Executive Summary

This specialised 2-Day Private Equity Bootcamp focuses on the knowledge and skills needed to:
 
  • Invest in private equity
  • Advise clients on how to invest in private equity

Participants may choose to attend either or both days according to their preference and availability.

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DAY 1

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DAY 2

Wednesday 11 March 2026
8.30am - 5.00pm

Thursday 12 March 2026
8.30am - 5.00pm

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DAY 1 REGISTRATION

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DAY 2 REGISTRATION

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2 DAYS REGISTRATION

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For Member Registration, please contact us.

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Pricing

Early birds (until 30/01/26)

 

1 Day (Day 1 or Day 2)

Member  600€
Non-Member 800€

2 Days

Member: 1 100€
Non-Member: 1 500€

Regular 

 

1 Day (Day 1 or Day 2)

Member  1 000€
Non-Member 1 200€

2 Days

Member: 1 900€
Non-Member: 2 300€

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Learning Objectives

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Private Equity Bootcamp - Day 1

Private Equity Overview

 
  • Explain why and how investors add alternative investments and private equity to their portfolio
  • Define various alternative investments and identify risks associated with them
  • Understand and distinguish among the various categories of private equity, such as venture capital, growth capital and buyouts
  • Understand how to distinguish among the various categories of private equity, including fund investing, direct investing, coinvesting and secondary investing

Deal Sourcing and Due Diligence

 
  • Develop a plan to generate proprietary deal flow for yourself or for a client
  • Create a checklist on what investors need to look for when searching for a direct private equity investment
  • Define and differentiate between commercial, financial, managerial and legal due diligence – and dive deep into each type
  • Build a comprehensive due diligence process, including the development of thought-provoking questions to ask management during the due diligence process 

Value Creation and Exit Strategies

 
  • Define and differentiate between operational improvement, multiple expansion and deal structuring
  • Dive deep into value creation strategies by specifically focusing on operational improvements
  • Understand the secrets to being a successful private equity board member – focusing on strategy and execution in the portfolio company
  • Evaluate the pros and cons of different exit strategies in a direct private equity investment including exit to a strategic buyer, a financial buyer and the public markets

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Private Equity Bootcamp - Day 2

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Review from Day 1 of:

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Deeper Dive in Day 2 into:

Private Equity Fund Due Diligence

 
  • Private Equity Overview
  • Deal Sourcing and Due Diligence
  • Value Creation and Exit Strategies

Private Equity Fund Due Diligence

 
  • Create a comprehensive due diligence checklist for investing in private equity funds
  • Understand the seven most important things to look at when investing in private equity funds
  • Improve your ability to formulate and ask specific questions throughout the fund due diligence process

Private Equity Direct Due Diligence

 
  • Develop deep understanding of commercial, financial, management, and legal due diligence
  • Identify important metrics on financial statements when conducting financial due diligence
  • Learn how to apply value creation strategies to real-world private equity situations

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Learning Environment

 
We seek to empower with knowledge to create lasting value for all parties through our unique teaching style that includes:
 
  • Interactive and personalized learning to ensure deep levels of understanding
  • Active learning provided through:
    • Thought-Provoking Polls
    • Stimulating Discussions
    • Analyzing Real World Problems
    • and more...
  • Continuous communication and support

About the Instructor: Steve Balaban, CFA

 
  • Chief Investment Officer in private equity for 15+ years
  • Award-Winning Lecturer in private equity at the University of Waterloo
  • Private Equity Subject Matter Expert for the CFA Institute as a Contributing Author for the CFA Level I and Level III Curriculum

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