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Masterclass : Excellence in Private Equity & Deal Structuring

Event Description

Masterclass : Excellence in Private Equity & Deal Structuring
2 & 3 July 2020

Trainer : Mr. Arvind P. Mathur, CFA, CFM​

Eligible for FTS (from IBF)
This workshop is eligible for 14 CE and CPD hours


This practical course is presented from three standpoints: Firstly, from the point of view of limited partners and private equity funds, secondly, from the standpoint of companies and entrepreneurs who  seek private equity and venture capital, and thirdly, on deal structuring solutions. Case studies of successful private equity transactions in China, India, Indonesia, Malaysia, Thailand, Taiwan and Singapore will be used. A case study on Softbank's investment strategy will be reviewed.

The Masterclass
will cover several deal structuring techniques relating to private equity, venture capital and buyouts. Deal structuring issues and solutions will be illustrated and discussed for various stages and components of private equity transactions. Deal structuring diagrams will be used to maximize clarity.

Day 1, participants will learn how private equity funds are established in conformity with global best practice, how investments are selected by fund managers, how due diligence is performed, how fund managers add value to portfolio companies with value creation plans and how investments are exited.

Day 2, participants will learn the investment strategies of buyout funds and how buyouts and leveraged buyouts are structured and executed. The methods of selling and investing in distressed companies will be explained. Advanced exit methods will be examined. Participants will be asked to complete group assignments in the class and present their own creative and innovative solutions.


Day One

1. Private Equity - Introduction & Operations

-   Terminology: Angel, Venture, Growth, Buyouts, PIPEs
-   Types of Funds: Development Capital, Mezzanine - Capital, Distress Investing, Infrastructure Funds, Fund-of-Funds, Secondary Funds

2. Establishment of a New Private Equity Fund

-   Key Steps & Best Practices, First Time Managers
-   Special Focus : RMB funds
-   Governance Structure of Private Equity Funds
-   Types of Limited Partners: Investment Criteria
-   Case Study

3. Finding, Deal Structuring & Closing investment

-   Sources of Deal Flow
-   Selection Criteria
-   Staged Investments
-   Deal Structuring: Ingredients and Methods
-   Term Sheet Negotiation
-   Value Addition: Governance; Operational Financial Strategic

4. Exit strategies

-   Put Options; Trade Sale; IPO; M&A; Case Study

5. Due diligence

-   Fund of Funds level; Fund level; Company Level
-   Private equity raising by entrepreneurs and companies
-   Understanding the 15-step Process
-   Strategy: Identifying Potential Private Equity Funds
-   Presenting to Private Equity Funds
-   Alignment

End of Day One

Day Two

1. Buyouts, Mergers & Acquisitions

-   Sources & Causes of Deal Flow
-   Buyout Target Characteristics
-   M&A as an Entry Strategy
-   Case Study: TPG

2. Leveraged Buyouts

-   The Giants of LBOs
-   Funding Structure: Debt, mezzanine, equity
-   Case Study: Goldman Sachs, Citi

3. Advanced Exit Strategies

-   Strategic Buyers
-   Mergers & Acquisitions: Case Study
-   Swaps, Re-capitalization & Secondaries
-   Exits: Case Study: Warburg Pincus

4. Valuation

-   Comparables
-   Precedent Transactions
-   Intrinsic Valuation
-   Real Options

End of Day Two

Course Fee:

CFA Society Singapore member price : S$1,580* (Early Bird fee) / S$1,780* (Standard fee)

Non-member price : S$1,780* (Early Bird fee) / S$1,980* (Standard fee)

Early bird fee valid till 5 June 2020

* Prices before 7% GST

* 10% off for signup of 3 or more delegates


•Registration will only be confirmed upon receipt of the registration form and full payment.
•No cash payment will be accepted for on-site registration.
•If any registered participant is unable to attend, a replacement is welcome, but a top-up may apply depending on the
membership category of the replacement participant. However, no refund would be made.
•CFA Society Singapore reserves the right to:
 * cancel, postpone or make any changes to the terms of the event at its sole discretion without giving any prior notice;
 * reject any registrations;
 * collect payment shortfall in accordance to the actual membership status of participants.
• By signing and submitting this form, I / we consent to CFA Society Singapore collecting, using, disclosing and processing my / our personal data :
  (1)  for purposes related to the administration of the registration for the above event;
  (2)  to send me updates informing me / us of events and activities organized by CFA Society Singapore.

*I understand that my personal data will be used and retained in accordance with the CFA Society Singapore Personal Data Policy available at

*Kinldy note that photographs and video may be taken during the event for use on our website, newsletter, social media, publicity and other related purposes by CFA Society Singapore.


The Global Passport Program allows members of participating CFA societies to attend each other's society events at the local member price

Event Type

Society; Educational; Featured

Education Topic


Start Time

7/2/2020 9:00

End Time

7/3/2020 18:00





Event Country


Event Region

Asia Pacific

Location Info



Mr. Arvind P. Mathur, CFA, FRM

CE Credits


SER Credit




Member Price

S$1,580* (Early Bird Fee) / S$1,780* (Standard Fee)

Non-Member Price

S$1,780* (Early Bird Fee) / S$1,980* (Standard Fee)

Candidate Price



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2 & 3 July 2020



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Event Short Info

[Workshop] Masterclass : Excellence in Private Equity & Deal Structuring

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Content Type: MyCFA Calendar
Created at 3/20/2020 17:35 by
Last modified at 3/20/2020 17:37 by