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所在平台: Udemy |
课程主页: https://www.udemy.com/course/institutional-fundraising-alternative-assets/
课程评论：没有评论
课程名称：销售私募股权/风险投资/对冲基金 课程概述： 提升你的知识，提升你的基金。你可能知道，另类资产基金，例如对冲基金或私募股权基金，是行业中最有利可图和竞争最激烈的领域之一。但一个鲜有关注的领域是筹款过程本身。筹集资金（通常来自机构）是一个非常保密和独特的过程，相关知识在一段时间内并不公开。然而，现在我们将揭示机构筹款的运作方式。本课程将介绍基金的市场营销、销售、数据室信息提供、实际销售产品以及基金分配闭合的相关细节。此外，我们还将探讨如费用、关键人物事件以及定制条款（例如MFN条款）的谈判方式。 目标受众： 本课程主要针对希望掌握私募股权行业基本知识的人员。理想的学员是那些： - 想了解私募股权基金/对冲基金的创建、筹集和谈判过程； - 想了解投资基金时可以谈判的所有可能条款； - 希望深入了解另类资产基金的人。 课程内容包括： - 机构筹款的全过程，从基金市场营销到数据室信息提供，再到尽职调查和分配。 - 基金市场营销的背景，包括环保误区、监管障碍等。 - 基金营销的常用渠道和材料，包括简化的基金募集文件、管理团队及首席执行官的访谈、定期更新等。 - 如何使用PPP模型（表现、流程和说服）向分配者销售基金，专注于表现和流程复杂性，同时利用独特的说服工具说服投资者。 - 投资者通常请求的标准和定制条款，包括费用变动、投资限制、透明度要求等复杂条款。 - 如何与分配者谈判条款，从减少分配量或打破投资者的联合群体等战略技巧，到利用实施意图或共情等“控场”技巧提高对方的接受度。 课程保证： 您始终有30天的退款保证，因此没有任何风险。此外，建议利用免费预览视频，确保课程适合您。我希望您不要浪费金钱。如果您认为本课程适合且能够提升您的私募股权知识水准，我们非常欢迎您成为我们的学生。
RAISING YOUR KNOWLEDGE TO RAISE YOUR FUNDYou may know that alternative asset funds, such as hedge funds or private equity funds, are some of the most profitable and competitive in the industry.But one area that doesn't receive much focus is the fundraising process itself.Raising funds (usually, from institutions) is a very secretive and exclusive process, and knowledge of it is hasn't been public for some time.That is, until now.In this course, we will shed light on how institutional fundraising works.How funds are marketed, sold, how information is provided in data rooms, what is actually sold, and how allocations are closed.And when they are, how specific provisions such as fees, key-person events, and bespoke provisions in side letters, such as MFN clauses, are negotiated.THE PERFECT COURSE.FOR WHOM?This course is targeted, naturally, at anyone who wants to master the fundamentals of the private equity industry.More specifically, the ideal student for this course is someone who:Wants to learn more about how private equity funds/hedge funds are created, raised and negotiated;Wants to know all the possible provisions that can be negotiated when an investment is made in a fund;Wants to know more about alternative asset funds in general;LET ME TELL YOU.EVERYTHINGSome people - including me - love to know what they're getting in a package.And by this, I mean, EVERYTHING that is in the package.So, here is a list of everything that this course covers:The institutional fundraising process, from fund marketing, to information providing in data rooms, to due diligence and allocation;The context of fund marketing, including myths such as that keeping funds hidden will not attract regulator attention or will make the fund manager have "mystique" and exclusiveness, to actual regulatory roadblocks to fund marketing;The usual fund marketing channels and materials, from simplified versions of fund offering documents, interviews/features with the fund management team and CEOs, periodic updates and others;How to actually sell a fund to an allocator using the PPP model (performance, processes and persuasion). Focusing on performance, on the sophistication of processes (ideally, institutional-quality), but also leveraging my unique persuasion tools to better convince investors;What type of standard and bespoke provisions investors usually request, from changes in fees (management fees, performance fees, co-investment fees, many others), to complex clauses related to investment restrictions, secondaries sales, transparency requirements, fund financing restrictions, GP commit and devotion, GP removal rights, among others;How to negotiate provisions with allocators, from strategic tactics such as reducing allocation size or breaking up syndicated groups of investors, to "in-the-room" tactics such as Implementation Intention or empathy to disarm the other side and make them more receptive;MY INVITATION TO YOURemember that you always have a 30-day money-back guarantee, so there is no risk for you.Also, I suggest you make use of the free preview videos to make sure the course really is a fit. I don't want you to waste your money.If you think this course is a fit and can take your knowledge of PE to the next level.it would be a pleasure to have you as a student.See on the other side!
