This course is approved for 2 CPD by the FPI. FPI24089923
Learning Outcomes:
Private Equity Fundamentals:
Define private equity and its role as an alternative investment.
Explain the structure and benefits of private equity for diversification.
Private Equity in South Africa:
Describe private equity strategies and key players in South Africa.
Assess the impact of private equity on the South African economy.
Comparative Returns:
Compare the return profiles of private equity and public markets.
Identify factors influencing performance and implications for portfolio construction.
Replicating Returns:
Evaluate strategies for replicating private equity returns.
Assess the risks and benefits of these replication methods.
Private Equity Reporting for Public Equities:
Analyze the benefits and challenges of adopting private equity reporting practices for public equities.
Discuss potential improvements in transparency and governance.
Volatility and Correlations:
Assess the volatility and correlation of private equity relative to public markets.
Apply this knowledge to portfolio management and risk assessment.
Edcon Case Study:
Analyze the Edcon acquisition and its implications for leveraged buyouts.
Identify key lessons and risks associated with the case.
Retail Investor Access:
Explore avenues for retail investors to access private equity in South Africa.
Provide guidance on investment options like ETFs, funds of funds, and crowdfunding platforms.