Course overview
This practical and interactive two-day course will examine how funds are structured and investments are valued using case studies and subject matter experts on the latest legislation, industry trends and models.
Key topics include
- Investors and fund structures
- Legal and regulatory issues
- Investment and fund accounting
- Understanding fund administration and reporting
- Investment and fund taxation issues
- Valuations, valuation guidelines and more
What will delegates take away?
- A clear understanding of fund administration and reporting
- An update on legal and regulatory issues
- A chance to meet new people
Course Director
Andre Lanser
Andre has delivered courses for banks around the world in the areas of Credit, Corporate Finance, Private Equity, Valuation and Financial Modelling. Andre qualified as a Chartered Accountant, completing articles with PricewaterhouseCoopers.
He started his career with a subsidiary of Commercial Union, involved in the steel manufacturing industry. His experience ranged from systems implementation, credit assessment of the highly risky construction industry customers, heading up the finance functions to successfully turning the business around and then selling the company through a trade sale. He later joined Commercial Union in the investment back-office function, reengineering the investment back-office and later headed up a team that implemented a new investment management system for both the back office and the front office. His career then spanned over 12 years in the Venture Capital and Private Equity arena, where he has gained a vast amount of experience in the corporate analysis and valuation field.
Andre is a specialist in developing and training finance-related courses, including corporate credit-related topics, financial modelling including valuations, leveraged buyouts and M&A, and accounting (with a focus on IFRS ) courses. His training experience spans a period of more than twenty years.
Course testimonial
"It provided a very well-rounded introduction to private equity finance issues, covering many topics in significant of detail. My expectations were completely exceeded and I would thoroughly recommend that new finance team members undertake this course."
Angus Andrew, NCM Fund Services Limited
CPD accreditation
This course is CPD accredited by the CPD Certification Service for 13 hours. By attending this course, you will receive a digital certificate from Diplomasafe. This certificate allows you to share and save your new CPD accredited qualification on LinkedIn, adding instantly verifiable credentials and strengthening your professional profile.
