This course focuses on building the foundations for effective investor relations and fundraising with institutional investors. It is ideal for professionals new to their investor relations role, embarking on their first fundraising or looking to move into an IR or fundraising role. Discover what institutional investors really want, directly from Limited Partners. From reporting to communication, explore how to establish and maintain better investor relationships. Learn how to prepare for and execute successful fundraising, directly from fundraising experts.
Audience
GP Firms: This course is designed for professionals working in the private equity industry.
Individuals: Ideal for individuals new to roles in investor relations, communications or fundraising.
Key topics include
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Investor relations role in private equity
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LP reporting, capital calls and distributions
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The fundraising process
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Legal considerations – structuring, key terms and LPA negotiation
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LP views on investor relations and best practices
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ESG reporting
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Secondaries
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Investor communications
What will delegates take away?
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A clear understanding of the fundraising process and investor relations best practice within private equity
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Practical techniques for building and maintaining strong LP relationships, including effective communication and reporting.
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Insight into current market trends and investor expectations to support competitive positioning.
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Strategies for effective fundraising
Benefits to employers
- Enhanced capability within teams to manage investor relationships and execute fundraising strategies effectively.
- Improved consistency and professionalism in LP communications, strengthening the firm’s reputation.
- Greater efficiency in fundraising processes, reducing time and resource demands.
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, with a drinks reception at the end of the day. The course will kick-off with introductions followed by content from multiple speakers as per 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, 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.
Format
In-person, London
Course Director
Cat Kipling
Cat Kipling has spent her whole career in and around private equity. Today she helps private markets professionals to speak better, from across the table pitching to conference-style presentations. Given today's in-person/hybrid/online setting, Cat helps her clients to deliver the best version of themselves whatever the format. Prior to founding Just So Speaking, Cat spent a decade in PE investor relations during which she helped to raise over €5.5 billion from a global investor base.
Course testimonial
"Highly recommend this course to anyone considering! Really enjoyed attending the course last year and Cat Kipling was a fantastic host throughout the jam-packed day of content!"
CPD accreditation
This course is CPD accredited by the CPD Certification Service for 6.5 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.