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2-DAY PRIVATE EQUITY BOOTCAMP
April 14th and 15th 2025 | Location: 77 Coleman Street, London, UK | In-person
Private Equity is growing, and there is no better way to learn about the asset class than through the collaboration with CFA Society UK and Mink Learning on this 2-Day, highly interactive, Private Equity Bootcamp specifically designed for Investors, such as Family Offices and Pensions | Financial Institutions, such as Banks and Wealth Managers | Service Providers, such as Accounting Firms and Law Firms.
Led by the Steve Balaban, CFA, who is an investor, award-winning university lecturer and contributing author to the Alternative Investments section of the CFA Institute curriculum, this engaging Bootcamp dives deep into private equity through many real-world case studies and will bring your knowledge to the next level.
PRIVATE EQUITY OVERVIEW
- Learn how private equity fits into a portfolio.
- Learn how wealth managers can access private equity on behalf of their clients
- Develop your private equity negotiation skills through a real-world negotiation simulation
FUND & DIRECT DUE DILIGENCE
- Create a comprehensive due diligence checklist for investing in private equity funds.
- Develop a deep understanding of direct private equity due diligence through a real-world, interactive case study
- Learn how to apply value creation strategies to real-world private equity situations.
PRICING
|
Sign-up Date |
CFA Member |
Non-CFA Member |
|
Early-Bird (before March 28th, 2025) |
£900 |
£1,600 |
|
After March 28th, 2025 |
£1,250 |
£1.920 |
For the CFA Member rate, please use the coupon code: CFALONDONPEBOOTCAMP2025
Boost your skills and your career with a world-class financial modelling accreditation
As a candidate for the Advanced Financial Modeler accreditation, you receive access to FMI's learning resources to prepare for a rigorous, proctored, 4-hour online exam in which you will be provided with a case study and be required to build a 3-statement model of a company from scratch.
Brought to you by Financial Modeling Institute, the creators of CFA Institute's Financial Modeling Practical Skills Module.
Price: $555 for CFA UK Members and $725 for non-members
TAKE YOUR FINANCIAL MODELLING SKILLS FORWARD
Financial modelling is a gold standard skill for investors – and FMI are the gold standard in financial modelling accreditation. That’s why CFA UK is delighted to partner with the Financial Modelling Institute (FMI) by offering CFA UK members a series of practical taster webinars to find out more about what FMI’s accreditations can offer. You’ll also have the chance to obtain the FMI’s Level 1 Advanced Financial Modeller (AFM) accreditation with a discount exclusive for CFA UK members.
Financial Modelling Best Practices
Financial modelling is a discipline. A good financial model needs to tell a story and create confidence for the users and decision makers. Unfortunately, many financial models are a mess. Financial modellers are often self-taught and left to figure things out on their own, often wondering, “Is there a better way?”
In this webinar, Ian Schnoor, Executive Director of Financial Modelling Institute will review a better way. During the session, he will present and discuss tools and skills required to build a best-in-class financial model that inspires confidence and leads to optimal decision making.
Checking and Reviewing a Financial Model
Financial modelling is a critical discipline that is now required of many accountants and finance professionals. A good model needs to tell a story and create confidence for the users and decision makers. Unfortunately, many financial models are a mess which increases the likelihood of errors.
In this webinar, Ian Schnoor, Executive Director of Financial Modelling Institute will show you how to check and review a financial model to ensure that it is accurate. During the session, he will demonstrate some powerful tips to check and audit a financial model. He will also discuss an optimal methodology to review a financial model.
Advanced Excel Skills
A good financial model needs to tell a story and create confidence for the users and decision makers. Unfortunately, many financial models are a mess. Financial modelers are often self-taught and left to figure things out on their own, often wondering: “is there a better way”.
In this webinar, Ian Schnoor, Executive Director of Financial Modelling Institute will cover some critical Excel skills that are helpful in the construction of best-in-class financial models so that your models inspire confidence and lead to optimal decision making.
Library of Mistakes
Designed specifically to complement the CFA Program, the courses from the Library of Mistakes provide a practical interpretation of financial history to help investment professionals understand the repeatable and historic performance of markets over hundreds of years.
With markets in flux, recent ructions in the inflationary and monetary environment and increasing geopolitical tensions, financial history can help educate and anchor us in the ways markets and their participants have reacted in the past, and how they are likely to react into the future.
We’re offering CFA UK members a 10% discount on both the online and in-person versions of our course – sign up today to bring yourself up to date with the financial past!
COURSE BREAKDOWN AND PURCHASING
Our renowned in-person course, Practical History of Financial Markets, runs twice a year in London and other major cities and takes two and a half days.
Cost. £2,250 (ex VAT) - 10% discount available to CFA UK members. Book your place by contacting sofi@didaskoeducation.org.
Next session: London 5-7 November
The online version of our course, Advanced valuation in Financial Markets, can be taken as and when you want and over a time frame that suits you.
With almost 18 hours of video lectures delivered by our expert team, self-test questions and additional readings, the syllabus covers five key areas of financial markets theory, workings and history.
Cost: £990. 10% discount for CFA UK Members. Use the code Take10 at checkout.
COURSE LEARNING OUTCOMES
Course learning outcomes:
- Understanding the main methodologies for valuing equities
- The effect of money and liquidity on financial markets
- How human behaviour can affect the workings of financial markets
- How inflationary expectations can affect financial markets
- What the history of financial markets can teach us, and what the future might hold.
Course benefits:
- Critically evaluate different methods of valuing stock markets and identify faults in the valuation methods.
- Explain the idea of mean reversion in financial markets and identify valuation techniques that follow mean reversion using data from the last 100 years to demonstrate this.
- Understand the impact inflationary or deflationary forces have on the returns to different classes of financial assets.
- Understand the impact liquidity and the supply of money has on stock market returns over time.
- Understand the impact of psychological biases on returns in the stock market and the role that they can play in major stock market events.
- Critically evaluate the lessons from the history of the financial markets over the past 200 years or more
COURSE AUTHORS
Prof. Russell Napier
Academic, writer and former fund manager Russell brings all of the threads of the course together and explores how the key forces driving the mean reversion of equity valuations interact.
Derry Pickford, CFA, CAIA & Prof. Stephen Wright*
Asset allocation head Derry and economics professor Stephen look at the history of valuations from 1800 to the present day.
John Greenwood OBE
Economist John’s module focuses on liquidity
and how it can affect valuations.
Herman Brodie
Behavioural finance consultant Herman focuses on how biases and psychology can affect the valuation process.
Peter Warburton
Academic and former investment sector economist Peter looks at how Inflation and deflation are key determinants in the value of securities.
Jamie Dannhauser*
Economist Jamie looks at current trends in money and credit and their impact on asset prices.
Edward Chancellor*
Historian, journalist and former investment banker Edward gives lectures on both the capital cycle and the credit cycle.
*only in in-person course.
Climate Bonds Initiative
Explore the dynamic world of financial instruments addressing global challenges at Climate Bonds' GSS+ Bonds Training on April 9, 10, and 11, 2024. Delve into the significance of thematic labelled bonds as catalysts for tackling the climate crisis, environmental degradation, inequality, and other social and environmental challenges faced worldwide. This comprehensive 7.5-hour course offers a deep understanding of green, social, sustainability, transition, and other use-of-proceeds (GSS+) bonds, the market history and infrastructure, its main actors, processes, and the latest statistical information collected and analysed by Climate Bonds. As a CFA member, you are entitled to a 10% discount- email training@climatebonds.net to join us in the movement towards a greener, fairer, and more sustainable world.
- £405 for CFA UK members/ non-members £450 (non-inclusive of VAT)
- Online training
- 9, 10 and 11 April 2024
THE GIIN
The Global Impact Investing Network (GIIN) is the global champion of impact investing, dedicated to increasing its scale and effectiveness around the world. Their training courses are designed for finance professionals interested in learning more about impact investing and how to apply impact as a broad strategy -- or lens -- across their portfolio. These in-person seminars hosted around the world empower investors to take their knowledge and their career to a new level.
TRANSFORMING YOUR PORTFOLIO
Training partner: GIIN
Format: In-person seminar
Location: Concorde Hotel, Singapore
Date: 18 April 2024
Price: $595
Are you interested in advancing your Impact Investing skills with a Total Portfolio Approach? Then the Global Impact Investing Network (GIIN)’s Transforming Your Portfolio seminar is ideal for you. The program builds on the Core Characteristics of Impact Investing and is designed to help asset owners apply an impact lens using a holistic portfolio approach. Participants will then explore available tools, such as metrics and benchmarking, to translate their intentions for impact into measurable impact outcomes. Using a fictional case study as a learning tool, participants will collaborate to build a Theory of Change that aligns to their overall impact goals. Additionally, they will delve into the role of impact risk and how to structure investment committees.
At this seminar, you'll cover:
- Applying an impact lens using a holistic portfolio approach
- Knowledge of available tools (metrics and benchmarks) for turning impact intentions into results
- Discussion of impact risks and investment committee structures
- Understanding accountability mechanisms such as ethics, reporting and verification
IMPACT FORUM & TRAINING
Training partner: GIIN
Format: In-person forum
Location: San Francisco, California
Dates: June 3-4 2024
Price: $595 (for each day)
This forum, delivered by the Global Impact Investing Network (GIIN), is an opportunity for investors to convene, learn and drive the future of impact investing. Attendees represent organisations including pension funds, insurance funds, development finance institutions, sovereign wealth funds, large family offices, diversified asset managers, banks and specialised impact venture capital funds.
Day one of the event will be an interactive seminar led by Chief Research Officer Dean Hand on how to apply an impact lens across a portfolio.
Day two will be our West Coast Impact Forum, where leading investors, C-suite executives and impact investing stakeholders will discuss the most pressing issues and opportunities within the realm of impact investing. Some of the topics that will be explored include impact measurement and management, trends in high net worth impact investing and how endowments and foundations are seeding blended finance.
MSB Executive
Emotional Intelligence 1:1 Coaching Programme
Format: Online training
Price: £800 for CFA UK members/ non-members £1,000
Emotional intelligence (EQ) is increasingly recognised as being the crucial factor in having a successful career and life. Employees with high emotional intelligence are more likely to stay calm under pressure, resolve conflict effectively, and respond to co-workers in a relaxed and empathetic manner. Improving your emotional intelligence not only increases your effectiveness at work, it’s also highly correlated with your happiness and well-being.
Working with a qualified performance coach is the ultimate tool to achieve the results you want for yourself and at work. As part of this programme you’ll receive:
- A personalized report on your own Emotional Intelligence provided by the leading measure of Emotional Intelligence – the EQi 2.0 model
- 3 x 1:1 coaching sessions (1 hour per session) with a Qualified Performance Coach. In these sessions, we’ll interpret your results and help you develop in the key areas to enhance your performance and help you to thrive in your work (and life!).
Presenting with Impact in the Financial Sector
The ability to deliver a strong presentation in a high-pressured situation can supercharge your career. Unfortunately for many, it is a challenge they struggle with or avoid altogether. This workshop focuses on how to present with impact, particularly within the financial sector. We will work on how to turn complex data into a meaningful story. Specific areas covered will include:
- Using confident body language to reinforce your message
- Using your voice effectively to speak with authority and clarity
- Techniques to overcome nerves
- Developing effective strategies to answer difficult questions
- Using storytelling techniques to make data meaningful to your audience
- You’ll also gain personalised feedback from one of our communication experts.
Communicating Successfully with Clients
This workshop is designed for people who are experts in their field and need to communicate this expertise to clients. In the financial services sector many of the strengths that make technical experts successful in their roles can make communicating with clients difficult. Outstanding analytical skills and the ability to focus on detail can make it challenging when we need to deliver clear and engaging messages to clients. This workshop gives participants a framework to focus on their clients, harness their technical knowledge and handle challenging questions. Specific areas covered will include:
- Understanding what your client cares about and adapting your communication style accordingly
- Being clear on your key messages
- Building the relationship as well as delivering the message
- Dealing with challenging situations e.g. handling questions when you don't know the answers, dealing with different levels of sophistication within your audience and handling aggressive questions
- What happens when things go wrong: how to turn the moment of crisis into an opportunity to build trust for the future
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