Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu

Understanding Private Equity

 

Private equity is an asset class consisting of financing in companies that are not traded on a public exchange.

In 2006, over 900 companies were privatized in North America; these firms were no longer listed on a U.S. stock exchange. Unfortunately many investors are unfamiliar with private equity, potentially causing them to miss out on investment opportunities.

Private equity is at the forefront as an alternate investment. Most investors are interested in this new trend but are unfamiliar with it, or have been impacted by the magnitude of the private equity trend through its effect on the economy and financial markets.

This course will provide information on indirect and direct private equity opportunities. You will learn the benefits and risks of investing in private equity and it will help you understand your client’s portfolio and where this opportunity may fit into it.

What You Will Learn:

  • The impact of private equity on the economic market
  • The growth, size and different variations of private equity
  • Indirect and direct investing in private equity and the risks involved
  • The different investment forms of private equity and the benefits, limits and constraints related to it
  • The roles of people who manage the investments and the process in which businesses conduct the search to find these firms to buy