An Intensive 5-day Training Course
Venture Capital, Angel Investors,
Hedge Funds, and Private Equity
Navigating the Benefits and Costs of Investment Capital Sources
Course Introduction
This Venture Capital, Angel Investors, Hedge Funds, and Private Equity training course focuses on understanding the comprehensive range of alternatives for both debt and equity offered by capital providers worldwide. The training course reviews the composition of assets [funds] managed by venture capital [VC] firms, individual and pooled angel investors, hedge funds, and private equity firms. It will examine case examples for each of the four providers relative to internal investment policies, financial positioning, expected time horizons, risk assessment and management, as well as the types of ventures [start-up and emerging growth], larger companies, and selection criteria for product-service projects they invest in.
This training course will also review several global networks for proactive deal-flow and screening-evaluation process flow and referrals, including a wide range of firms, funds, and individual investors from Silicon Valley to SE-Asia, Europe, and online crowd-funding consortia.
This Oxford Management Centre Venture Capital, Angel Investors, Hedge Funds, and Private Equity training course will highlight:
- The roles these four entities play in the global economy and investment infrastructure
- All types of Venture Capital [VC] firms and their typical investment target-profiles
- All types of angel investors and networks, and their typical investment target-profiles
- All types of hedge funds and their typical investment positions / target profiles
- All types of private equity firms and their typical investment positions / target profiles
- The role these four capital providers play in global enterprise development and growth
- The investment criteria, risk positions, and time-horizons required to approach such firms / funds
- Strategies for engaging such firms / funds and securing various types of capital provisions
Objectives
At the end of this Venture Capital, Angel Investors, Hedge Funds, and Private Equity training course, you will be able to:
- Review the asset portfolio mix of a typical VC firm, hedge fund, or private equity firm
- Analyze the risk positions and screening protocols for capital providers
- Differentiate the key targeted investment opportunities for these four entities
- Explain the primary financial intermediary roles these entities serve in the global economy
- Develop a review and analysis profile for any of these four capital providers
- Evaluate the pros and cons of early stage individual [angel] investors vs. VCs or private equity
- Produce an executive summary profile for a contemporary VC firm, hedge fund, private equity firm, and/or angel network-association
- Select the best potential matches of these providers for companies, ventures, projects, or product-service development related to your own company and industry
Training Methodology
This training course will use an inductive reasoning approach for introducing new terms-concepts-models-methods, followed with highly interactive case-discussion aimed at practical application. Small-group team case projects will apply capital provider concepts directly to the attendees’ firms / organizations / industries. The main focus is about being proactive in developing a strong understanding of capital providers that could provide strategic, value-added support for a wide range of potential future investment opportunities.
Organisational Impact
Attendees will have immediate return-on-investment [ROI] to their own firms / organizations by bringing models, concepts, terminology, perspectives, and capital provider network approaches directly to their workplace, colleagues, staff, and senior management. The ROI is that attendees will be ready to demonstrate these tangible skills and competencies:
- A strong understanding of VCs, hedge funds, private equity, and individual angel investors
- Creating selection criteria for approaching various capital providers relative to opportunities
- Being proactive in assessing risk positions and time-horizons for different capital providers
- Being proactive in building investment portfolio selection criteria for new projects
- Readily understand different focus – industry – risk – timing profiles for new investments
- Be the point-person to establish dialogue-rapport with different capital providers
Personal Impact
Attendees will further their own professional development by:
- Understanding key nuances, differences, and similarities among various capital providers
- Gaining a new managerial mindset about how best to approach potential investment partners
- Enhancing their use of objective screening-selection criteria for various capital sources
- Objectively assess any type funding source and capital proposal [term sheet]
- Learning forward-thinking processes to identifying, approaching, and securing new capital
- Bringing new capital sources into the regular line-up of potential investment providers
Who Should Attend?
This Oxford Management Centre Venture Capital, Angel Investors, Hedge Funds, and Private Equity training course course is suitable to a wide range of professionals but will greatly benefit:
- Anyone looking to expand potential new sources of funds opportunities well beyond traditional commercial banks and investment banks
- Anyone looking to improve financial alternatives for partnering with various capital providers on a wide range of business opportunities and projects
- Anyone looking to identify new sources of funds to support product-service and marketing expansion opportunities
- Board Members looking to enhance the range of capital provider alternatives to support long-term strategic initiatives and industry-market positioning
- Business Development Directors looking to proactively open up new dialogues with a broad range of potential capital providers, each with differing motives and selection criteria
Course Outline
Day One
Bullet Header: Examining the Global Continuum of Capital Providers
- Commercial Banking
- Investment Banking
- Debt Instruments
- Equity Investment Products
- Basics on Risk Assessment, Exposure, and Management
- Federal, State, and Local Government Funds, Grants, and Partnership Allocations
- Define: Seed, Angel, VC, PE, Hedge Stages of Investment Profiles and Expected ROI
Day Two
Bullet Header: Individual Accredited Investors [Angels] and Angel Networks-Associations
- Qualified High-Net-Worth Criteria for Individual Risk Exposure
- Very Early-Stage “Ground Floor” Investment Opportunities and ROI Expectations
- Dealing with Individual Angel Investors and Angel-Investor Funds
- Convertible Notes – Cumulative Interest and Conversion Pricing-Features
- Series A Preferred Stock [Cumulative and Convertible Features]
- Voting Common Stock for Angel Investors
- Key Components of Angel Investor Term Sheets: Project Timing and Risk Profile
- C-Corporation, Limited Partnerships, S-Corporations, Limited Liability Companies
Day Three
Bullet Header: Venture Capital [VC] Firms
- The Risk Profile and Investment Expectations of VCs
- VC Portfolio Approaches to Investments and Selection Criteria
- Venture Stage/Life-Cycle and VC Investment Uses of Funds
- Small “Frontier” VC Entities
- Midsize “Working Capital” VC Firms
- Large “Capital Acquisition” VC Firms
- The VC’s Focus on “Scalability” of the Business Model
- VCs Managing Other VC Funds in Massive Portfolios
Day Four
Bullet Header: Private Equity [PE] Firms
- History and Typical Life-Cycles of PE
- Securities That Comprise “Private” Equity: Time Horizons and Relative Betas
- “Private” Equity vs. “Public” Equity … Valuations, Risk Profiles, Investment Expectations
- Liquidity vs. Illiquidity Concerns for Private Equity Management
- Market Efficiency and the Value of Information
- Active Company Involvement vs. Passive / Non-Involvement and “Value” Investing
- Mergers and Acquisitions [M+A] and PE Opportunities
Day Five
Bullet Header: Hedge Funds
- Nontraditional Investment Profiles and ROI Expectations of Hedge Funds
- Basics on: Arbitrage, Short Positions, Derivatives, Bonds, Index Funds, and ETFs
- Structures of Hedge Funds
- Strategies of Hedge Funds
- Assessment-Performance and Mark-to-Market for Hedge Funds
- Institutional vs. Individual Capital for Hedge Funds
Certificate
On successful completion of this training course, Oxford Management Centre Certificate with eligible Continuing Professional Education credits (CPE) from National Registry of CPE Sponsor will be awarded to the delegates
Accreditation
In association with
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FREQUENTLY ASKED QUESTIONS
Yes, we provide assistance in securing both hotel reservations & entry visa on all our international training venues, for delegates attending our training courses. For further information / assistance, please contact our Customer Service at:
- Telephone: +971 50 985 0174
- E-mail: info@oxford-management.com
Yes, Oxford Management Centre is accredited by the following professional bodies;
National Association of State Board of Accountancy (NASBA)
The Oxford Management Centre is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit.
Yes, discounts are available. For further information please call +971 50 985 0174 or email, info@oxford-management.com
Note: Discounts are not applicable with any other special offer that may be available.
All course bookings made through Oxford Management Centre are non-refundable. By registering for a course, you acknowledge and accept that fees are payable in full and are not subject to refund under any circumstances, including but not limited to participant dissatisfaction, changes in personal or professional circumstances, or partial attendance.
Oxford Management Centre reserves the right to make reasonable adjustments to course content, trainers, or schedules where necessary, without entitling delegates to a refund. Full details of each course – including objectives, target audience, and content – are clearly outlined prior to enrolment, and it is the responsibility of the delegate to ensure suitability before booking.
There are 2 easy ways to register:
- Online: Select the training course you want to register for, Click the “Book Your Place” button on the course page, complete the form and click submit.
- E-mail: Send your details to info@oxford-management.com
We request that all cancellations be made at least one week before the class start date. You may reschedule this class without any penalty. If not, a $250 fee will be charged for cancellations received less than one week before a class begins and for no-shows. Cancellation penalties and any fees incurred by Oxford Management Centre will be deducted from refunds.
For more information request, email info@oxford-management.com or call +971 50 985 0174.
The classroom training fees include course presentation, relevant materials, physical & digital documentation, lunch and refreshments served during entire training. Accommodation and transportation are not included in the training course fees.
While, online training fees cover the course presentation and digital documentation and relevant materials.
The Oxford Management Centre Certificate of Completion with corresponding CPE credits shall be awarded to delegates who has successfully completed the training course.
Payment must be received before the training course commences. You can make payment by bank draft, cash, credit card or wire transfer.
Note: If the payment is not received, Oxford Management Centre has the right to refuse admission.
Upon receipt of your registration form, we will send you the following by e-mail:
- Registration Confirmation
- Invoice/Receipt (where appropriate)
If you register online you will receive an e-mail within 24 hours confirming your registration.
