Afriex Development Institute

VENTURE CAPITAL, ANGEL INVESTORS, HEDGE FUNDS, AND PRIVATE EQUITY COURSE

INTRODUCTION

This training seminar focuses on understanding the comprehensive range of alternatives for both debt and equity offered by capital providers worldwide.  The program reviews the composition of assets [funds] managed by venture capital [VC] firms, individual and pooled angel investors, hedge funds, and private equity firms. It will examine case examples for each of the four providers relative to internal investment policies, financial positioning, expected time horizons, risk assessment and management, as well as the types of ventures [start-up and emerging growth], larger companies, and selection criteria for product-service projects they invest in.  This seminar will also review several global networks for proactive deal-flow and screening-evaluation process flow and referrals, including a wide range of firms, funds, and individual investors from Silicon Valley to SE-Asia, Europe, and online crowd-funding consortia. 

DURATION

5 days

OBJECTIVES

At the end of this training seminar, you will be able to:

v Review the asset portfolio mix of a typical VC firm, hedge fund, or private equity firm

v Analyze the risk positions and screening protocols for capital providers

v Differentiate the key targeted investment opportunities for these four entities

v Explain the primary financial intermediary roles these entities serve in the global economy

v Develop a review and analysis profile for any of these four capital providers

v Evaluate the pros and cons of early stage individual [angel] investors vs. VCs or private equity

v Produce an executive summary profile for a contemporary VC firm, hedge fund, private equity firm, and/or angel network-association

v Select the best potential matches of these providers for companies, ventures, projects, or product-service development related to your own company and industry

TARGET AUDIENCE

This training course is suitable to a wide range of professionals but will greatly benefit: 

v Anyone looking to expand potential new sources of funds opportunities well beyond traditional commercial banks and investment banks

v Anyone looking to improve financial alternatives for partnering with various capital providers on a wide range of business opportunities and projects

v Anyone looking to identify new sources of funds to support product-service and marketing expansion opportunities

v Board Members looking to enhance the range of capital provider alternatives to support long-term strategic initiatives and industry-market positioning

v Business Development Directors looking to proactively open up new dialogues with a broad range of potential capital providers, each with differing motives and selection criteria

 COURSE OUTLINE

Examining the Global Continuum of Capital Providers

v Commercial Banking

v Investment Banking

v Debt Instruments

v Equity Investment Products

v Basics on Risk Assessment, Exposure, and Management

v Federal, State, and Local Government Funds, Grants, and Partnership Allocations

v Define: Seed, Angel, VC, PE, Hedge Stages of Investment Profiles and Expected ROI

Individual Accredited Investors [Angels] and Angel Networks-Associations  

v Qualified High-Net-Worth Criteria for Individual Risk Exposure

v Very Early-Stage “Ground Floor” Investment Opportunities and ROI Expectations

v Dealing with Individual Angel Investors and Angel-Investor Funds

v Convertible Notes – Cumulative Interest and Conversion Pricing-Features

v Series A Preferred Stock [Cumulative and Convertible Features]

v Voting Common Stock for Angel Investors

v Key Components of Angel Investor Term Sheets: Project Timing and Risk Profile

v C-Corporation, Limited Partnerships, S-Corporations, Limited Liability Companies

Venture Capital [VC] Firms  

v The Risk Profile and Investment Expectations of VCs

v VC Portfolio Approaches to Investments and Selection Criteria

v Venture Stage/Life-Cycle and VC Investment Uses of Funds

v Small “Frontier” VC Entities

v Midsize “Working Capital” VC Firms

v Large “Capital Acquisition” VC Firms

v The VC’s Focus on “Scalability” of the Business Model

v VCs Managing Other VC Funds in Massive Portfolios

Private Equity [PE] Firms  

v History and Typical Life-Cycles of PE

v Securities That Comprise “Private” Equity: Time Horizons and Relative Betas

v “Private” Equity vs. “Public” Equity … Valuations, Risk Profiles, Investment Expectations

v Liquidity vs. Illiquidity Concerns for Private Equity Management

v Market Efficiency and the Value of Information

v Active Company Involvement vs. Passive / Non-Involvement and “Value” Investing

v Mergers and Acquisitions [M+A] and PE Opportunities

Hedge Funds

v Nontraditional Investment Profiles and ROI Expectations of Hedge Funds

v Basics on: Arbitrage, Short Positions, Derivatives, Bonds, Index Funds, and ETFs

v Structures of Hedge Funds

v Strategies of Hedge Funds

v Assessment-Performance and Mark-to-Market for Hedge Funds

v Institutional vs. Individual Capital for Hedge Funds

TRAINING METHODOLOGY

This training seminar will use an inductive reasoning approach for introducing new terms-concepts-models-methods, followed with highly interactive case-discussion aimed at practical application. Small-group team case projects will apply capital provider concepts directly to the attendees’ firms / organizations / industries. The main focus is about being proactive in developing a strong understanding of capital providers that could provide strategic, value-added support for a wide range of potential future investment opportunities.

TRAINING VENUE, LOGISTICS AND PAYMENT

v Training is residential and will be held at Afriex Training Centre.

v The course fee covers the course tuition, training materials, two break refreshments, lunch, and study visits.

v Accommodation and airport transfer are arranged upon request by the participant.

v This training can also be tailor made for your institution upon request. You can have it delivered in our training Centre or at a convenient location.

v For further inquiries, please contact us on training@afriextraining.org

v Payment should be made to Afriex Training Limited bank account before the start of the training and receipts sent to training@afriextraining.org

v Upon successful completion of this training, participants will be issued with an Afriex Training Ltd certificate.