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Understand the PE due diligence process from a fund CFO’s perspective. Learn the key phases of investigation and explore a framework for financial, operational, legal, and commercial review.

Learn about private equity secondaries, including the strategic motivations for buyers and sellers and the operational playbook for executing these complex transactions.

Learn about the master-feeder fund structure, including how it works, its strategic benefits for accommodating a global investor base, and the operational challenges you need to manage.

Learn how continuation funds work, from valuation and LP elections to post-close administration, providing a playbook for managing these complex GP-led secondary transactions.

Learn how scenario modeling supports private fund forecasting, including how you can use it to stress-test your investment strategy, optimize reserves and deployment, and strengthen LP communication.

Learn the fundamentals of direct lending for fund managers, covering key strategies and operational requirements for loan administration, fund accounting, and LP reporting.

Learn the dividend recapitalization process for fund managers, including the mechanics of this transaction, its strategic benefits, and the significant operational and compliance risks involved.

Learn the principles of fund accounting in PE and VC, including the core components, operational workflows, and key financial reports critical for fund management and maintaining investor trust.

Understand the discipline of fund-level asset allocation, from translating your thesis into a portfolio construction model to managing reserves and reporting to LPs.

Learn about the fund of funds model, from its core structure and strategic benefits to the significant operational complexities inherent in its management.

Learn about fund structures for private investment funds, including the key entities, the flow of economics, and the legal agreements that govern them.