Course overview
Gain essential skills to grow your career as an LP in private capital. Delivered by leading industry practitioners, this course provides a comprehensive introduction to fund management, equipping delegates with the practical knowledge needed to navigate the LP landscape. Participants will also benefit from valuable peer-to-peer networking opportunities, fostering connections that support long-term professional development.
Key topics include
- Fund due diligence
- Management
- Track record
- Operational
- Value creation capabilities
- Succession
- ESG
- Emerging Managers
- Planning your portfolio
- Portfolio construction and pacing
- Measuring returns
- Portfolio monitoring
- Advisory boards
- Annual meetings
- Update meetings
- Informal flows of information
- Quarterly and annual fund reports
- Distribution and capital call notices
- Technology solutions
- Regulation, legal agreements and terms
- Regulatory framework
- Fund structures
- Fund economics
- Fee structures
- Legal framework
- Terms
- Limited partnership agreement (LPA)
- ESG – LP Perspective
- Investing in Venture/Growth
- Introduction to secondaries, co-investments and fund restructuring
- The buyout market and current trends
What will delegates take away?
- Build Core LP Skills
Understand the fundamentals of fund structures, legal frameworks, and the LP-GP relationship. - Strengthen Investment Judgement
Learn how to assess fund managers, conduct due diligence, and construct resilient portfolios. - Navigate ESG & Governance
Explore how responsible investment principles shape LP decision-making. - Enhance Monitoring Capabilities
Gain practical insights into performance tracking, reporting, and risk management. - Expand Your Network
Connect with peers and industry experts to share experiences and build lasting relationships.
Benefits to employers
- Stronger Investment Capabilities
Equip your team with the technical knowledge and commercial awareness to make informed fund commitments and manage LP responsibilities effectively. - Accelerated Onboarding
Fast-track the development of junior and mid-level professionals with a structured introduction to the LP role, fund structures, and industry best practices. - Improved Risk Management
Enhance your team’s ability to assess fund managers, conduct due diligence, and monitor performance, reducing operational and reputational risk. - Stronger Industry Networks
Enable your team to build valuable peer connections and stay current with market trends through interaction with experienced practitioners and fellow LPs.
FAQs about this course
What should I expect on the day?
Please arrive with plenty of time to register. Breakfast will be provided, along with lunch and refreshments, and a drinks reception will be held at the end of day 1. The course will kick off with introductions, followed by content from multiple speakers as outlined in the agenda.
What’s the dress code?
Smart casual.
What should I bring with me?
You may wish to bring something to work on/to take notes with such as a laptop or iPad (we will provide note pads and pens).
Will materials be shared with delegates?
Yes, all materials including slides and case studies will be shared with delegates.
Course Director
Simon Faure
Simon Faure is the Managing Director of IH International Advisors. Prior to joining IHIA in 2021, Simon spent 16 years at M&G Investment’s private equity team. Simon has over 25 years’ experience investing in private equity and over 27 years' investment experience in total.
Simon has a History degree from University of Southampton.
Course testimonial
"There were some really interesting ideas that came up around team diligence and investment structures that I was able to take back to my team. Going forward we are looking to incorporate the LP Foundation course into the induction process for new team members."
CPD accreditation
This course is CPD accredited by the CPD Certification Service for 13 hours. By attending this course, you will receive a digital certificate from Diplomasafe. This certificate allows you to share and save your new CPD accredited qualification on LinkedIn, adding instantly verifiable credentials and strengthening your professional profile.
