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10. Review: Private Equity, Direct Investing, Fund Investing, Co-investing and Secondary Investing
 
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Review: Private Equity, Direct Investing, Fund Investing, Co-investing and Secondary Investing Investors can invest in private equity in four different ways: Directly, funds, co-investments and secondaries. Direct investing is when an investor directly invests in private companies. It could be buying the entire company or a minority investment. Fund investing is when an investor goes to a private equity fund and the private equity fund buys companies on the investor’s behalf. Co-investing is the most complicated option. For example, an investor invests $50 million in a private equity fund with co-investment rights, meaning that when the fund looks for opportunities it can allow the investor to participate not only through the fund, but directly as well. An example of this would be when a fund is looking at investment in a $40 million company. That investment needs $30 million equity and $10 million in debt. The equity portion given by the fund (without co-investing) would be $30 million dollars. In the case of co-investing, the fund gives $20 million (in which the investor is participating through the fund) with the remaining $10 million (i.e. The difference between the $20 million in equity given by the fund and the $30 million equity needed) is offered to the investor to do on a direct basis resulting in the fund investing $20 million and the investor investing $10 million. When investors invest into a fund, they pay full fees, typically paying a 2% management fee and a 20% performance fee (i.e. “two and twenty”). By investing $10 million directly, other than a small deal origination fee, investors are able to reduce their overall fees. (For more on fees see Video #4). The fourth way to invest in private equity is through secondaries. In this example our investor makes a commitment to invest $50 million in a private equity fund by giving about $10 to $20 million dollars to the private equity fund up front for the first two fund investments. As more acquisitions are made, the private equity fund makes capital calls to the investor. The investor is usually locked into the private equity fund for seven to ten years (or longer). If the investor wants out of this agreement, the commitment can be sold to other investors. The sale can be of the entire commitment (which would include the existing deals that the private equity fund was already made, plus future capital calls) or it can be done through a structured secondary (selling different parts) where the investor may want to keep the existing investments and just sell the future commitments. As easy as an investor can sell a secondary, it can buy one as well.
Views: 6354 Steve Balaban
Why Would a Private Equity Offer a Co-Investment?
 
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WSO Video Library (100+ full webinars): http://www.wallstreetoasis.com/wall-street-videos Interview Guides: http://www.wallstreetoasis.com/guide-to-finance-interviews WSO Resume Review: http://www.wallstreetoasis.com/wso-finance-resume-review WSO Mentors: http://www.wallstreetoasis.com/wall-street-mentors-finance-mock-interviews WSO Events: http://www.wallstreetoasis.com/events
Views: 778 WallStreetOasis
What is EQUITY CO-INVESTMENT? What does EQUITY CO-INVESTMENT mean? EQUITY CO-INVESTMENT meaning
 
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What is EQUITY CO-INVESTMENT? What does EQUITY CO-INVESTMENT mean? EQUITY CO-INVESTMENT meaning - EQUITY CO-INVESTMENT definition - EQUITY CO-INVESTMENT explanation. SUBSCRIBE to our Google Earth flights channel - https://www.youtube.com/channel/UC6UuCPh7GrXznZi0Hz2YQnQ Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. An equity co-investment (or co-investment) is a minority investment, made directly into an operating company, alongside a financial sponsor or other private equity investor, in a leveraged buyout, recapitalization or growth capital transaction. In certain circumstances, venture capital firms may also seek co-investors. Private equity firms seek co-investors for several reasons. Most important of these is that co-investments allow a manager to make larger investments without either dedicating too much of the fund's capital to a single transaction (i.e., exposure issues) or sharing the deal with competing private equity firms. Co-investors bring a friendly source of capital. Typically, co-investors are existing limited partners in an investment fund managed by the lead financial sponsor in a transaction. Unlike the investment fund however, co-investments are made outside the existing fund and as such co-investors rarely pay management fees or carried interest on an individual investment. Co-investments are typically passive, non-controlling investments, as the private equity firm or firms involved will exercise control and perform monitoring functions. For large private equity fund of funds and other investors, co-investments are a means of increasing exposure to attractive transactions and making investments that have a higher return potential because of the lower economics paid to the general partner. As a result, many private equity firms offer co-investments to their largest and most important investors as an incentive to invest in future funds.
Views: 47 The Audiopedia
3. Who Invests in Private Equity
 
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Who invests in private equity? Investors in private equity are institutions and individuals. Institutions are defined as pension funds, endowments, and foundations. Currently (2016) individuals are comprised of family offices and select high net worth individuals. In the future, more and more people are going to be investing in private equity. In August 2015, Private Equity International compiled a list of the biggest investors in private equity. The list includes four categories of investors which include direct investors, fund investors, as well as investors that invest in co-investments and secondary investments. Direct investing is when an investor directly invests in private companies. It could be buying the entire company or a minority investment. Fund investing is when an investor goes to a private equity fund and the private equity fund buys companies on the investor’s behalf. Co-investing is the most complicated option. For instance, an investor invests $50 million in a private equity fund with co-investment rights, meaning that when the fund looks for opportunities it can allow the investor to participate not only through the fund, but directly as well. An example of this would be when a fund is looking at investment in a $40 million company. That investment needs $30 million equity and $10 million in debt. The equity portion given by the fund (without co-investing) would be $30 million dollars. In the case of co-investing, the fund gives $20 million (in which the investor is participating through the fund) with the remaining $10 million (i.e. the difference between the $20 million in equity given by the fund and the $30 million equity needed) is offered to the investor to do on a direct basis resulting in the fund investing $20 million and the investor investing $10 million. When investors invest into a fund, they pay full “two and twenty” fees (i.e. typically paying a 2% management fee and a 20% performance fee). By investing $10 million directly, other than a small deal origination fee, investors are able to reduce their overall fees. (For more on fees see the following video). The fourth way to invest in private equity is through secondaries. In this example, our investor makes a commitment to invest $50 million in a private equity fund by giving about $10 to $20 million dollars to the private equity fund up front for the first two fund investments. As more acquisitions are made, the private equity fund makes capital calls to the investor. The investor is usually locked into the private equity fund for seven to ten years (or longer). If the investor wants out of this agreement, the commitment can be sold to other investors. The sale can be of the entire commitment (which would include the existing deals that the private equity fund was already made, plus future capital calls) or it can be done through a structured secondary (selling different parts) where the investor may want to keep the existing investments and just sell the future commitments. As easy as an investor can sell a secondary, it can buy one as well. Returning to the August 2015 list of all the types of investments in private equity compiled by Private Equity International, we see that the Canada Pension Plan Investment Board (CPPIB) tops the list. CPPIB participates in all types of investments including direct, fund investments, co-investments, and secondaries. One of its most notable investments was in Skype. Skype was purchased from eBay in 2009 and sold to Microsoft in 2011. CPPIB had a small portion of that deals. In 2009, CPPIB invested $300 million and in 2011 it received $933 million. Yes, that’s right; CPPIB put in $300 million and received $933 million back in two years. Not too bad! To recap: Investors in private equity are institutions including pensions like CPPIB, endowments, foundations, and individuals. In 2016, individuals are mostly family offices and select high net worth individuals. In the future, more and more people are going to have access to private equity.
Views: 9650 Steve Balaban
Billionaire Henry Kravis: The Future of Private Equity Investing
 
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A interview and Q&A with billionaire and Co-CEO of private equity giant KKR, Henry Kravis. In this interview Henry talks about how private equity has changed and where he predicts it will go. Henry also talks about the rise of growth equity investing in private equity and unicorn companies. 📚 Books on Henry Kravis and KKR are located at the bottom of the description❗ Like if you enjoyed Subscribe for more:http://bit.ly/InvestorsArchive Follow us on twitter:http://bit.ly/TwitterIA Other great Private Equity investor videos:⬇ Steve Schwarzman reflects on Blackstone and His Life:http://bit.ly/SSPEPic Billionaire Henry Kravis on Finance, Work Ethic and Life: http://bit.ly/HKFVid Billionaire Leon Black: Investment Strategy for Private Equity:http://bit.ly/LBlackVid Video Segments: 0:00 Introduction 0:21 Donald Trump said you would be a good treasury secretary 0:45 When you are looking at a deal, how do you look out for disruption in that industry? 4:32 Is a IPO of First Data on the horizon? 5:13 Why are you entering the growth equity/Venture capital market? 8:00 Do you think the deals are in a bubble? 9:22 Would you buy a index of unicorn companies? 10:32 Is a growth equity fund coming? 12:15 Paying the tech peoples salary? 12:50 Did you learn anything new when KKR went public? 15:24 Are the concerns of tech CEOs about going public legitimate fears? 16:25 How much of a technologist are you? 17:16 Investing with Iconiq 18:29 How do you get a feel of good culture at a company? 23:43 In the next 12 months will we see a $10 billion buyout? 24:22 Start of Q&A 24:37 Over the past 25 years, what have you had to give up to be more successful in investing? Henry Kravis and KKR Books 🇺🇸📈 (affiliate link) The New Financial Capitalists:http://bit.ly/NewFinancialCapitalists Merchants of Debt:http://bit.ly/MerchantsofDebt Barbarians At The Gate:http://bit.ly/BarbariansGate The Money Machine:http://bit.ly/MoneyMachineKKR Interview Date: 21st July, 2015 Event: Fortune's Brainstorm Tech Original Image Source:http://bit.ly/HKravisPic1 Investors Archive has videos of all the Investing/Business/Economic/Finance masters. Learn from their wisdom for free in one place. For more check out the channel. Remember to subscribe, share, comment and like! No advertising.
Views: 21855 Investors Archive
3 ways to value a company - MoneyWeek Investment Tutorials
 
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Valuing a company is more art than science. Tim Bennett explains why and introduces three ways potential investors can get started. Related links… • How to value a company using discounted cash flow (DCF) - https://www.youtube.com/watch?v=jfcRUzKZZE8 • How to value a company using net assets - https://www.youtube.com/watch?v=rV68zoBKTJE • What is a balance sheet? https://www.youtube.com/watch?v=DuKEcxVplnY MoneyWeek videos are designed to help you become a better investor, and to give you a better understanding of the markets. They’re aimed at both beginners and more experienced investors. In all our videos we explain things in an easy-to-understand way. Some videos are about important ideas and concepts. Others are about investment stories and themes in the news. The emphasis is on clarity and brevity. We don’t want to waste your time with a 20-minute video that could easily be so much shorter.
Views: 237244 MoneyWeek
Equity Valuation - What percentage should I give my business partner?
 
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http://www.evancarmichael.com/support/ - SUPPORT ME :) Like this video? Please give it a thumbs up below and/or leave a comment - Thank you!!! Help me caption & translate this video! http://www.amara.org/en/profiles/videos/Evan%20Carmichael/ "Great Evan! What about fin doing someone very good at the job, who used to be a business Man and Want to become part of the business That i created and have 50% of the parts and work 200% for the sucess of the company!!! Im alone and i came to the point That i cant do all the job alone???? Crazy...... I Want That support badly but AM i obligée to give the 50% away?????? Help Cuir Esthetica"
Views: 78940 Evan Carmichael
Billionaire Leon Black: Investment Strategy for Private Equity
 
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An interview with billionaire Co-Founder of Private Equity giant Apollo Global Management, Leon Black. In this interview Leon covers four topics in depth: Apollo over 25 years, The firms investment strategy, Deals and Passions outside of finance. This interview offers a rounded view of Leon Black and Apollo Management Group. Like if you enjoyed Subscribe for more:http://bit.ly/InvestorsArchive Follow us on twitter:http://bit.ly/TwitterIA Video Segments: 0:00 Introduction 0:21The firm's growth over 25 years? 5:13 Investment approach and differences to other firms 14:54 What deals have you learnt the most from? 21:46 Passions outside of work Interview Date: 5th December, 2015 Event: Prime Quadrant Conference 2015 Original Image Source:http://bit.ly/LeonBlackPic Investors Archive has videos of all the Investing/Business/Economic/Finance masters. Learn from their wisdom for free in one place. For more check out the channel. Remember to subscribe, share, comment and like! No advertising.
Views: 18380 Investors Archive
Billionaire Brian Sheth: Creating Vista Equity, Private Equity Investing and Software (2018)
 
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An interview with billionaire and co-founder of private equity firm Vista Equity Partners, Brian Sheth. In this interview, Brian discusses starting Vista and its investment philosophy of focusing on software. Brian also talks about philanthropy and talent management. Like if you enjoyed Subscribe for more:http://bit.ly/InvestorsArchive Follow us on twitter:http://bit.ly/TwitterIA Other great Private Equity investor videos:⬇ Steve Schwarzman reflects on Blackstone and His Life:http://bit.ly/SSPEPic Billionaire Henry Kravis on Finance, Work Ethic and Life: http://bit.ly/HKFVid Billionaire Leon Black: Investment Strategy for Private Equity:http://bit.ly/LBlackVid Video Segments: 0:00 Introduction 1:59 How do you measure success? 3:46 How did you get this big? 7:09 Free cash flow of software companies? 8:57 Challenges faced when scaling Vista Equity Partners? 11:35 Founders working at Vista? 14:09 Why have you not created a company we can invest in? 17:10 Recruiting a diverse workforce? 20:13 New species? 22:21 Why did you get interested in it? Interview Date: 15th May, 2018 Event: The Montgomery Summit 2018 Original Image Source:http://bit.ly/BShethPic Investors Archive has videos of all the Investing/Business/Economic/Finance masters. Learn from their wisdom for free in one place. For more check out the channel. Remember to subscribe, share, comment and like! No advertising. #InvestorsArchive
Views: 2296 Investors Archive
Investopedia Video: Private Equity Fundamentals
 
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Private equity refers to company ownership by a specialized investment firm. Typically, a private equity firm will establish a fund and use it to buy multiple businesses, with the goal of selling each one within a few years at a profit. Private equity firms will often target an underperforming business and, after purchasing the company, use their management expertise to improve profitability.
Views: 103613 Investopedia
[Free Course] Investment Crowdfunding 101 (also known as Equity Crowdfunding)
 
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💸 Here's a free crowdfund investor's handbook written by Davis Jones -- The Favorable FOUR: The Little Handbook for Crowdfund Investors​ → http://bit.ly/favorablefour 🚀 Here's an extensive post about what we have found works at Eazl with for promoting our equity crowdfunding campaigns: https://www.linkedin.com/pulse/real-tips-equity-crowdfunding-from-someone-who-has-actually-jones/ 📈 If you want to consider investing in Eazl, visit http://invest.eazl.co 🎯 Here's a list of the US FINRA-Approved Regulation Crowdfunding Platforms (as of November 2017) → http://bit.ly/eazlcfilist 📰 Here's the text-based guide that accompanies this course→ http://www.bit.ly/cfiguide Mini course description: Learn about a transformative financial technology just legalized in the US (May of 2016) and everything you need to be in the know about crowdfund investing (sometimes called Equity Crowdfunding). ✽ Build the vocabulary, rules, and use cases of crowdfund investing in 25 minutes ✽ • Why startup / small business investing via the internet is transformative • How crowdfund investing and crowdfunding (e.g. Kickstarter) are completely different • What the law allows for entrepreneurs, investors, and funding portals • Where business and social change fits into this equation ✽ Big opportunities to be early to the game ✽ Learning the basics of crowdfund investing (CFI) puts a very powerful tool into your hands. CFI’s use cases may include startup funding, small business “mini-IPOs”, and internet-based fundraising for larger projects. Opportunities for consultants, entrepreneurs, and investors in this space are likely to increase exponentially over the next 10 years. ✽ Content and Overview ✽ You’ll start by learning the basics of crowdfund investing, then move on to how this financial innovation can fit into a business’ financial lifecycle. Then, you’ll learn the basics of securities as they apply to crowdfund investing, including how equities, bonds, and profit-sharing arrangements work under this model. Next, you’ll learn how funding portals work and how businesses need to approach discussing financial information during these transactions. We’ll wrap up with a look at some of the socioeconomic impacts of the new law and access to additional resources. Subscribe to Eazl now by clicking → http://bit.ly/eazlyoutube Get Free Resources from Eazl → http://bit.ly/eazlresources
Views: 9228 Eazl
Co-Investment in Asian Private Equity - Saki Georgiadis
 
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SuperInvestor Asia - http://www.superinvestorasia.com/ytsiasiaep SuperInvestor Asia 2013 - Singapore - January 2013. The biggest customisation point in the Hermes offering is co-invest. They have been approaching Asia from a co-invest standpoint for the past 8 years. Hermes decided to open an Asia office on the ground for 2 reasons: 1. They believe in the compelling growth story in Asia 2. It is difficult to execute co-investment remotely; because it is reactive, you need to be on the ground. We fundamentally believe that there are interesting opportunities in most Asian markets, not simply a few specific ones. 4 factors to focus on when looking at a private equity market: 1. Growth 2. Capital market ecosystem and sophistication 3. Culture 4. Governance Chinese private equity - the culture is very conducive to private equity as it is results-driven. China versus India: China entrepreneurs are more willing to accept private equity-based capital and there is a deeper market there whereas there is more excess PE capital in India.
Views: 474 SuperReturnTV
Cradle CEO Nazrin Hassan on Bisnes Awani - Equity Co-investment
 
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Nazrin talks to Bisnes Awani about Equity Co-investing and how it is beneficial to the Malaysian entrepreneurship scene.
Views: 3425 Cradle TV
How To Divide Equity In a Startup
 
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Eben Pagan, founder of Get Altitude has a conversation explaining how to divide equity in a startup. Get My FREE Business Program: http://goo.gl/YUdk9O SUBSCRIBE! http://www.youtube.com/subscription_center?add_user=getaltitude On the Get Altitude channel Eben Pagan shares marketing strategies and business skills entrepreneurs can use to rapidly grow their businesses. We are putting out new videos every week. LET’S GET CONNECTED: http://www.GetAltitude.com https://www.facebook.com/pages/Eben-Pagan/135028473246104
Views: 91763 Get Altitude
What Is Private Equity?
 
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Welcome to the Investors Trading Academy talking glossary of financial terms and events. Our word of the day is “Private Equity” Private equity is an umbrella term for large amounts of money raised directly from accredited individuals and institutions and pooled in a fund that invests in a range of business ventures. The attraction is the potential for substantial long-term gains. The fund is generally set up as a limited partnership, with a private equity firm as the general partner and the investors as limited partners. Private equity firms typically charge substantial fees for participating in the partnership and tend to specialize in a particular type of investment. For example, venture capital firms may purchase private companies, fuel their growth and either sell them to other private investors or take them public. Corporate buyout firms buy troubled public firms, take them private, restructure them, and either sell them privately or take them public again. Equity capital that is not quoted on a public exchange. Private equity consists of investors and funds that invest directly in private companies or conduct buyouts of public companies that result in a delisting of public equity. Capital for private equity is raised from very wealthy individuals and institutional investors and is used to fund new technologies, expand working capital, make acquisitions, or strengthen a company's balance sheet. The majority of private equity consists of institutional investors and accredited investors who commit large sums of money for long periods. Private equity investments are often long-term in cases of company turnarounds or a liquidity event such as an IPO or a sale to a public company. By Barry Norman, Investors Trading ACademy
How to Divide Equity Between Co-Founders in a Startup
 
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Watch the latest from New Venture Mentor: "How to Beat Your Bigger Competitors in Attracting and Retaining Top Talent" https://www.youtube.com/watch?v=b4OD44N7a6k --~-- THERE IS AN UPDATED VERSION OF THIS VIDEO AVAILABLE AT: https://youtu.be/JSd46QJSSi4
Views: 29236 Cate Costa
Trends in Private Equity Co-Investment
 
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John Loverro of Lexington Partners, a leading independent manager of secondary private equity and co-investment funds, discusses current trends in private equity co-investment in an interview conducted by the Richard A. Mayo Center for Asset Management at the University of Virginia Darden
Views: 211 DardenMBA
Ten Golden Rules of Equity Investing
 
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As narrated by John Cleese. Understanding these rules makes it easier to invest with confidence - not being daunted by market uncertainty nor being tempted to seek safety in the herd behaviour of other investors. None of us can predict what stock markets will do next, but by being informed and then investing for the right reasons, we can move the odds further in our favour. Find out more: UK: http://thinkingaloud.aberdeen-asset.co.uk US: http://thinkingaloud.aberdeen-asset.us Australia: http://thinkingaloud.aberdeenasset.com.au/thinkingaloudau/ Global: http://thinkingaloud.aberdeen-asset.com/thinkingaloudglobal/
Investing in a single company – Private equity investments – Wealth Club
 
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Private equity – investing directly in an unlisted business – is an established way for wealthy or sophisticated investors to tap into the potentially lucrative smaller company market. However, it can be high risk and time-consuming. If you are interested in investing directly into single companies – many of which qualify for EIS tax breaks – what are the golden rules to remember? This short video explains how single company investments can work and how Wealth Club can help. This video is not advice nor personal recommendation. The investments mentioned are not for everyone. Capital at risk. Tax benefits depend on circumstances and tax rules can change.
Views: 493 Wealth Club
How To Distribute Startup Equity (The Smart Way)  | Dan Martell
 
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Having issues deciding how to split up the equity in your business between your team (co-founder), advisors and potential investors? In this video, I provide some guidelines and some major DON'TS when thinking about startup equity. Are you an entrepreneur? Get free weekly video training here: http://www.danmartell.com/newsletter + Join me on FB: http://FB.com/DanMartell + Connect w/ me live: http://periscope.tv/danmartell + Tweet me: http://twitter.com/danmartell + Instagram awesomeness: http://instagram.com/danmartell Related Videos - To Raise or Not To Raise Venture Capital https://www.youtube.com/watch?v=syfMR9Akxqo - The 3 Secret Agreements You Make When Accepting Venture https://www.youtube.com/watch?v=syfMR9Akxqo - Startup Balance With Kids https://www.youtube.com/watch?v=X2NsSWYs-20 Okay. Due to popular demand, I’ve decided to finally tackle the billion dollar beast. And while it’s not easy to have a conversation about startup equity without putting the faint of heart to sleep, it’s territory that simply can’t be overlooked. Because for any growth-oriented entrepreneur entertaining the idea of handing out equity in their company, the math absolutely matters… And one small misstep can be the difference between accelerated growth or the speed pass to startup hell. So if you’ve ever wondered what a healthy equity breakdown looks like for all key stakeholders (founders, advisors, investors and team members)... … then give this new video a quick spin. As you can see, used appropriately, equity can be an amazing way to incentivize team members and attract key advisors and investors. Like I did with Uber’s Travis Kalanick But if you don’t enter the conversation with clear knowledge of the right benchmarks to shoot for… … then you’re setting yourself up to either give too much away or lose talent and investors to other startups playing a much sharper numbers game. So get your numbers right. Make the right offers. And then step up to the plate and use equity for the growth accelerant it is. To splitting the pie… (and watching it grow), – Dan Don't forget to share this entrepreneurial advice with your friends, so they can learn too: https://youtu.be/hWA1b8owinc ===================== ABOUT DAN MARTELL ===================== “You can only keep what you give away.” That’s the mantra that’s shaped Dan Martell from a struggling 20-something business owner in the Canadian Maritimes (which is waaay out east) to a successful startup founder who’s raised more than $3 million in venture funding and exited not one... not two... but three tech businesses: Clarity.fm, Spheric and Flowtown. You can only keep what you give away. That philosophy has led Dan to invest in 33+ early stage startups such as Udemy, Intercom, Unbounce and Foodspotting. It’s also helped him shape the future of Hootsuite as an advisor to the social media tour de force. An activator, a tech geek, an adrenaline junkie and, yes, a romantic (ask his wife Renee), Dan has recently turned his attention to teaching startups a fundamental, little-discussed lesson that directly impacts their growth: how to scale. You’ll find not only incredible insights in every moment of every talk Dan gives - but also highly actionable takeaways that will propel your business forward. Because Dan gives freely of all that he knows. After all, you can only keep what you give away. Get free training videos, invites to private events, and cutting edge business strategies: http://www.danmartell.com/newsletter
Views: 45479 Dan Martell
Let's face it: co-investment makes private equity affordable
 
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David Smith, Managing Director and Co-head of Co-investment at Capital Dynamics, explains why he thinks the current level of interest in co-investment is sustainable going forward at SuperReturn International 2016.
Views: 180 SuperReturnTV
Caspian Private Equity's Sheryl Schwartz on Successful LP-GP Co-Investing
 
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Caspian Private Equity Managing Director Sheryl Schwartz has been making co-investments with the PE firms she’s backed since 1997. Find out some of the lessons she has learned and the questions she needs answered before making a move.
David Rubenstein - Private Equity: How to Succeed Even If You're Not Qualified
 
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David Rubenstein talks about how he got into private equity and how he created the Carlyle Group, the largest Private Equity firm in the world in 2015 accordibg to PEI 300. In this video, Rubenstein shares about how he succeed in private equity even if he's not qualified nor had any experience. His talk is so inspiring that it made us think that with the right attitude, you will succeed in life. Aside from his tips on private equity, he also gives his advice to someone whose looking into public service and big challenges his company and the industry faced. In addition to these, he explains why his private equity Carlyle group is successful. You will definitely find valuable information about private equity and how to be successful in it. To get more valuable insights on personal finance, business, and investment: 🔴 SUBSCRIBE at http://bit.ly/trulyrichnoypisubscribe 🔴 SHARE, COMMENT, and LIKE this video! ================== ***I DO NOT OWN THIS VIDEO*** ***NO COPYRIGHT INFRINGEMENT INTENDED*** If you have any issue with the content used in our channel or you find something ABSURD or PROVOCATIVE, before you claim it to, PLEASE SEND US A MESSAGE and WE'LL LOOK into it. Notwithstanding the provisions of sections 106 and 106A, the fair use of a copyrighted work for purposes such as criticism, comment, review and news reporting is not an infringement of copyright. We are making such material available for the purposes of criticism, comment, review and news reporting which constitute the 'fair use' of any such copyrighted material as provided for in section 107 of the US Copyright Law. ALL footage used is either done under the express permission of the original owner, or is public domain and falls under rules of Fair Use. ================== For more practical videos on wealth, business, and investment: 🔴 SUBSCRIBE at http://bit.ly/trulyrichnoypisubscribe HIGHLY RECOMMENDED VIDEOS: Warren Buffett and Jorge Paulo Lemann - How to Pick a Company to Invest In ▶️ https://www.youtube.com/watch?v=iI3tgA6IjAs Carlos Slim - How to Make Wise Investments and Run a Successful Business ▶️ https://www.youtube.com/watch?v=L_9Zq5NZDMI Ray Dalio - How to Balance Life and Work to Become Successful in Business ▶️ https://www.youtube.com/watch?v=gNu0Z53ga8g Warren Buffett - How to Be Successful in Stock Market Investing Even If You're a Beginner ▶️ https://www.youtube.com/watch?v=uE4V4C5sYYA Bill Ackman - Investing Advice and Strategy for First Time Investors ▶️ https://www.youtube.com/watch?v=WkCdVRZXrWg ================== Who is David Rubenstein? David Mark Rubenstein (born August 11, 1949) is an American financier and philanthropist best known as co-founder and co-chief executive officer of The Carlyle Group, a global private equity investment company based in Washington D.C. He is also currently serving as chairman of the Kennedy Center for the Performing Arts, co-chair of the board of trustees at the Brookings Institution, and chairman of the board of trustees at Duke University, his alma mater. According to the Forbes ranking of the wealthiest people in America, Rubenstein has a net worth of $2.5 billion. Source: en.wikipedia.org/wiki/David_Rubenstein
Views: 9706 Truly Rich Noypi
top 5 mutual funds in India 2018 | Top 5 Best SIP Mutual Funds in India in 2018 |mutual funds online
 
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Hello friends in this video we will see Top Mutual funds in 2018. Equity Based mutual funds in large cap companies. SIP investment in 2018. ---------------------------------------------------------------------------------------------------- Share, Support, Subscribe!!! Subscribe: https://goo.gl/yNw13g Youtube: http://www.youtube.com/c/Finbaba Twitter: http://www.twitter.com/finbabaIndia Facebook: http://www.facebook.com/finbabaIndia Instagram: http://instagram.com/finbabaIndia ----------------------------------------------------------------------------------------------------- Subscribe Our Channel click Here for Latest Video https://goo.gl/yNw13g ----------------------------------------------------------------------------------------------------- Related Videos : SIP investment : https://youtu.be/Zh7dmWzqXWY Save Tax under section 80C : https://youtu.be/y5Sat6TcJHs Mutual funds : https://youtu.be/-gP4HfMCeBQ Gold ETFS :https://youtu.be/EPjiho6m1XI Arbitrage fund : https://youtu.be/3oyryG22H4I How to find stop loss : https://youtu.be/jZugeeEVSP0 FCNR account : https://youtu.be/G4GFoQFy_RI Stock Market Tax : https://youtu.be/hcYDeXEW6eY Stock Split : https://youtu.be/NQpW2oBemyk How to Buy Share Onlie https://youtu.be/g8Eb1LVNXM0 What is Cnadle stick https://youtu.be/-Sjhv7h3IT8 ------------------------------------------------------------------------------------------------------- Open Demat account :https://zerodha.com/open-account?c=ZMPASV ------------------------------------------------------------------------------------------------------- About: FinBaba is a you-tube channel, where you can get Information about Banking, finance, Stock market basic and Advance, Forex, Mutual funds and many more. Thanks For Watching this Video. !
Views: 1139142 Fin Baba
Equity Percentages to Offer Investors at Different Rounds
 
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Curious about your company valuation? Sign up for free at https://www.equidam.com/ Even if investors don't address is directly, valuation is always the starting point of negotiations. Gianluca Valentini, co-founder of www.equidam.com, explains what is its relation with equity stake and amount invested, and what are acceptable ranges of equity stake at the different stages. For more tips check out: https://www.equidam.com/ranges-of-negotiation-at-different-stages-of-a-startup/
Views: 2149 Equidam
What is private equity?
 
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Interested in finding out about investing in private companies? Private equity fund managers explain how they help companies grow while aiming to generate good returns for their investors. Recorded December 2017. The Association of Investment Companies (AIC) represents investment companies, investment trusts and Venture Capital Trusts. We help our member companies deliver better returns for their investors. We provide investment company guides, information, performance data and news to people interested in finding our more about investment companies. Visit the AIC website: www.theaic.co.uk Follow us on Twitter: www.twitter.com/aicpress Find us on LinkedIn: www.linkedin.com/company/5377029
Founder's Dilemmas: Equity Splits
 
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Lots of founders make decisions about equity splits very early in the life of their company. Professor Noam Wasserman says making these decisions without considering how things can change is a recipe for disappointment, and potentially failure. THIS VIDEO CAN HELP ANSWER: What can go wrong when you split 50-50? What are the pitfalls? How should you think about splitting equity? ABOUT THE KAUFFMAN FOUNDERS SCHOOL Visit the website: [http://bit.ly/1EW2br7] The Kauffman Founders School presents a powerful curriculum for entrepreneurs who wish to learn anywhere, anytime. The online education platform features experts presenting lectures in series modules designed to give Founders a rich learning experience, while also engaging them in lessons that will make a difference in their business today, tomorrow, and in the future. The Kauffman Founders School series modules include Powerful Presentations, Intellectual Property, Founder's Dilemmas, Entrepreneurial Selling, Entrepreneurial Marketing, Surviving the Entrepreneurial Life, Startups, and much more. © Ewing Marion Kauffman Foundation. Video may not be used without permission. To enter a request for permission to use, contact [email protected] This video is for educational purposes only.
2 . What is Private Equity?
 
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What’s Private Equity? Private equity includes investing in a private company and investing in a public company, and bringing that public company private. An example of this was the management buyout where Michael Dell combined with the private equity company, Silver Lake Partners, to buy Dell off the stock market for $24.9 billion. Technically, by definition, venture capital would be a subset of private equity, but, here in North America, we look at private equity and venture capital as two distinct things. Of course, at the University of Waterloo we have a course titled Private Equity and Venture Capital. Private equity represents Buyouts investments in larger, more mature companies that use significant amount of debt Venture Capital investments in smaller companies, younger companies that use little or no debt. “In between” buyouts and venture capital is growth capital. Growth capital are minority investments that are usually made in more mature companies. You can classify growth capital more as private equity, but it could also be classified as venture capital. For example, Georgian Partners invest minority stakes in growing companies that have revenues between $10 and $80 million (Georgian Partners is referred to as a late-stage venture capital firm). So we looked at buyouts, growth capital, and venture capital, now let’s look at a detailed example of buyouts. Let’s say we buy a business for $40 million that has $5 million in EBITDA. Let’s say that the bank will give us a loan for four times EBITDA. So 4 times $5 million: that’s a $20 million loan. Now, let’s assume an interest rate of 5% per year. 5% of $20 million is $1 million a year. Let’s look at the difference between doing this deal without leverage or with leverage. Without leverage: We’re paying $40 million for $5 million in EBITDA, That’s a 12.5% return. With Leverage: We’re only paying $20 million (because the bank is paying the other $20 million). We’re not getting $5 million (because we still have to pay that $1 million in interest), so we’re getting $4 million. $4 million on your $20 million is a 20% return. By adding leverage to this deal we’re increasing the return from 12.5% to 20%. That’s a simple example of how a leveraged buyout works.
Views: 10865 Steve Balaban
Building a successful co-investment programme according to Mark Boyle
 
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Live from SuperInvestor 2017, Mark C Boyle, Private Equity Industry Veteran, gives his best practice advice for building a successful co-investment programme. For more insights on private equity and investment, visit: http://bit.ly/2zHRJYT. #SuperInvestor
Views: 58 SuperReturnTV
Billionaire Glenn Hutchins: Private Equity and Investing in Technology
 
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An interview and Q&A with billionaire technology private equity investor and Co-Founder of Silver Lake Partners, Glenn Hutchins. In this interview Glenn discusses private equity investments and the technology sector. Glenn also talks about his work in the public sector, focusing on the difference he found compared to working in the private sector. Like if you enjoyed Subscribe for more:http://bit.ly/InvestorsArchive Follow us on twitter:http://bit.ly/TwitterIA Other great Private Equity investor videos:⬇ Steve Schwarzman reflects on Blackstone and His Life:http://bit.ly/SSPEPic Billionaire Henry Kravis on Finance, Work Ethic and Life: http://bit.ly/HKFVid Billionaire Leon Black: Investment Strategy for Private Equity:http://bit.ly/LBlackVid Video Segments: 0:00 Introduction 2:08 What is Private Equity? 4:30 Why did you create this examination of the world? 6:40 How do you deal with the pace of change in technology? 12:03 Dealing with investment decision in a world that is always changing? 16:14 Buying and selling Skype? 21:25 Differences of working in the private v public sector 25:55 Being an advisor to Obama? 31:00 What skills are young people going to need? 38:47 Pace of change in China? 44:13 Best/Worst part of owning a sports team? 46:05 Start of Q&A 46:26 Advice on student loans? 51:28 When you were in high school did you think you would be successful? 54:40 Criticisms of Obama? Interview Date: 18th February 2015 Event: Leadership Speaker Series Original Image Source:http://bit.ly/GHutchinsPic Investors Archive has videos of all the Investing/Business/Economic/Finance masters. Learn from their wisdom for free in one place. For more check out the channel. Remember to subscribe, share, comment and like! No advertising.
Views: 5993 Investors Archive
5. How do Private Equity Firms and its partners make money?
 
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How do Private Equity Firms and its partners make money? Who are these GPs that we discussed in our last video (Video #4)? They are the private equity firms. Some of the largest private equity firms in the world are Carlyle Group, TPG, KKR, Blackstone and Apollo. Private equity firms make money primarily through two sets of fees: management fees and performance fees. Management fees are a percentage of assets which are meant to cover office rent, employee salaries and other types of day-to-day expenses. Traditionally,in private equity, these fees have been 2% of assets. As private equity firms have grown (and continue to grow) larger, management fees for the mega funds decreased below 2%. In venture capital, the smaller funds might have management fees higher than 2%. The second type of fee is a performance fee, also known as carried interest or “the carry”. This fee is used to compensate the GP for its performance. Occasionally, there is a hurdle rate which guarantees the investor be paid a fixed amount before the GP can get any part of the fee (the performance fee is typically 20% of the upside). Let’s look at an example where we have a performance of 20%, a hurdle rate of 8% and a GP catch up clause. The first 8% of performance will go to the LP; the next 2% will go to the GP. The remainder of the returns will be divided 80% to the LP and 20% to the GP. With a 2% management fee and a 20% performance fee, the private equity fund is said it to be charging “two and twenty”. In addition to management and performance fees, we also have other various small fees such as transaction and/or monitoring fees. Through all these fees, the founders of these top private equity firms have made quite a lot of money. In fact, many private equity founders are billionaires that have done some great things with their money. Among his many donations, Steve Schwartzman from Blackstone has given $150 million to Yale University as well as $100 million to the New York public library to fund renovation and expansion. In addition to many other projects, Henry Kravis from KKR has given $125 million dollars to the Columbia Business School and a $100 to the Memorial Sloan Kettering Cancer Centre to fund cancer treatment and research. And, finally there’s David Rubenstein from The Carlyle Group. Rubenstein signed the Giving Pledge that was originated by Bill Gates and Warren Buffett encouraging wealthy individuals to give away half of their earnings, either during their lifetime or through their will. With a net worth of almost $3 billion, David Rubenstein is going to be doing a lot of giving!
Views: 25478 Steve Balaban
HarbourVest Global Private Equity Ltd | Rising Stars Stage | Master Investor Show 2017
 
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Presentation Title: Targeting long-term growth through access to private companies Richard Hickman, Director, Investment and Operations, at HarbourVest Global Private Equity Ltd (HVPE), presents at Master Investor Show 2017. HVPE is a closed end investment company which seeks to provide a comprehensive and balanced private markets solution for its shareholders by investing in primary funds, secondary investments, and direct co-investments. To download the accompanying presentation slides please visit https://masterinvestor.co.uk/videos/master-investor-show-2017/#rising-stars-stage Master Investor Show is the UK's largest event for private investors. The 15th anniversary event on 25 March 2017 in London featured keynote presentations from the UK's leading investment celebrities, 100 exhibiting companies covering all asset classes and services relevant to private investors, as well as over 40 corporate presentations. To register your interest in attending future events please visit http://masterinvestor.co.uk/show/tickets Keep in touch: Newsletter | http://masterinvestor.co.uk/subscribe Twitter | http://twitter.com/masterinvestor Facebook | http://facebook.com/masterinvestor LinkedIn | http://linkedin.com/company/masterinvestor
Views: 211 Master Investor
How to do Fundamental Analysis on Stocks
 
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Fundamental Analysis is very important if you are going to Buy and Hold a stock for any period of time. This lessons shows you how to do proper Due Diligence on the stocks you are interested in. Learn to trade Like a Pro - Join the StockGoodies Community - It's Free! Join HERE - http://www.stockgoodies.com
Billionaire David Rubenstein: Success in Private Equity
 
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A interview with Billionaire and Private Equity giant, David Rubenstein. In this interview David discusses Private Equity with a focus on the highly successful Carlyle Group and how it has change since the financial crash. David also talks about his early life and making the jump from lawyer to entrepreneur and founding a private equity firm in Washington, as opposed to the traditional destination of New York. Like if you enjoyed Subscribe for more:http://bit.ly/InvestorsArchive Follow us on twitter:http://bit.ly/TwitterIA Video Segments: 0:00 Introduction 1:20 Upbringing 2:13 First job out of law school 3:08 Working at the White House 4:27 Leaving Government 5:23 Turning to Private Equity 5:43 How would you describe Private Equity 6:38 What makes you so successful 7:48 More firms have adopted your model 8:13 Taking Carlyle public 9:13 Philanthropy 10:11 Lawyer to entrepreneur 12:32 !ADVERT! 14:00 Public awareness of Private Equity 14:57 Can we get back to the good times in Congress 16:33 Making successful investments in this era 17:37 How do individuals get exposure to Private Equity 18:53 !ADVERT! 20:47 How has Private Equity changed since the financial crisis 21:18 Incorporating macro thinking 22:14 Are we in a tech bubble 23:03 Energy sector 24:13 Solving the skills gap 25:25 !ADVERT! 26:44 Word association game Interview Date:26th July, 2015 Event: WalStreetwek Original Image Source:http://bit.ly/DRubensteinPic Investors Archive has videos of all the Investing/Business/Economic/Finance masters. Learn from their wisdom for free in one place. For more check out the channel. Remember to subscribe, share, comment and like! No advertising.
Views: 18562 Investors Archive
Secrets of Private Equity: Why Invest with Private Equity Firms
 
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PRIVATE EQUITY UNCOVERED! While seeking to diversify their portfolio, family offices and high net worth individuals are looking into multiple alternative investment opportunities. Should they invest directly in a company, and increase the chances of a higher potential return? How should they devote their energy and resources to investing with a Private Equity firm to increase their deal flow? Forest Hills Capital's Managing Partner, Roger Aguinaldo, answers these questions and more in Secrets of Private Equity: Why Invest with Private Equity Firms? For more information, please visit http://www.foresthillscap.com
Private Equity 💲💲💲 Investments in Malaysia
 
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Private equity refers to private company (wholly or controlling stake) ownership by a specialized investment firm. Typically, a private equity firm will establish a fund (aka a SPV - special purpose vehicle) and use it to buy multiple businesses, with the goal of selling each one within a few years at a profit. Private equity firms will often target an under-performing but profitable business and, after purchasing the company, use their management expertise to improve profitability. How does Private Equity Manager Add Value During Buying Process 1) Conduct due diligence on private information such as strategic plans and forecasts 2) Conduct exclusive due diligence on operations & company management 3) Get favourable entry price by means of below market value acquisition During Holding Period 1) Drive for long-term sustainable value creation, not quarterly performance 2) Drive for operational improvements, revenue growth, profitability & expansion 3) Drive for positive changes and hold company management accountable for KPIs During Selling Process 1) Execute exit strategy which has been defined during entry, via IPO, convertible bonds, warrants, etc 2) Improved company fetches higher price via higher valuations & earnings multiple (P/E ratio) 3) Ability to source for strategic buyers with best offer price in a well-connected network As an investors, we can invest into this fund or SPV, and invest alongside with the fund manager. Read more here - https://www.howtofinancemoney.com/2016/08/private-equity-investments.html ***** Click Here To Get All The Details On The Online Program That CF Lieu coaches his clients and banks/financial institutions to construct a sustainable and safe investment portfolio through REIT (Real Estate Investment Trusts) - https://reitmethod.com ★☆★ SUBSCRIBE TO CF LIEU YOUTUBE CHANNEL NOW ★☆★ http://youtube.com/channel/UCN11ZcQ85CsBo8YJoHUp07g?sub_confirmation=1 Check out these Top Trending Playlist: 1.) How to Start Trading & Investing in Bursa Malaysia: https://www.youtube.com/playlist?list=PLQ7ZQik2O1aIA7eeem4tvCM_9bRrzytA1 2.) Make Passive Dividend & Capital Gain from Proper Investing Methodologies - https://www.youtube.com/playlist?list=PLQ7ZQik2O1aKnouSfUBRphT7szPw3yHo4 3.) Max Out Insurance Protection but Pay Minimum Premium - https://www.youtube.com/playlist?list=PLQ7ZQik2O1aJ0acvmZ7RZqrVh9ciPgcv8 CF Lieu is one of the most trusted & respected independent consultant in the financial advisory space in Malaysia. CF’s unique & unconventional angle of financial ‘life’ planning is evident by the title itself in his book - 'Why 99% Financial Advice are Crap - the No Bullshit Approach to do what you're good at, live the life you deserve & enjoy the freedom you desire' CF works exclusively with personal clients who want a more sustainable and safe lifestyle and investment portfolio through REIT (Real Estate Investment Trusts). Check out https://reitmethod.com where he co-founded the educational program with KC Lau. CF Lieu is also one of the rare financial planners cum advisers who is actually engaged by banks and financial institutions to conduct investment seminars & workshops - like Maybank, RHB, PNB (Permodalan Nasional Bhd), FPAM (Financial Planning Association of Malaysia)...where his audience include CEOs, CFOs, accountants, investment analysts, private bankers, relationship managers etc CF Lieu’s availability to work 1on1 with clients is extremely limited. As such, he's very selective and he is expensive (although it will be FAR less expensive than staying where you are). Many of his clients are seeing a positive return on CF Lieu’s advice in days, not months. See CF’s clients’ testimonials here - https://howtofinancemoney.com/testimonials2/ If you think you might benefit from one-on-one interaction with CF, visit https://cflieu.com ★☆★ WANT TO OWN CF LIEU’s BOOK? ★☆★ 'Why 99% Financial Advice are Crap - the No Bullshit Approach to do what you're good at, live the life you deserve & enjoy the freedom you desire' Go Here go get it - https://howtofinancemoney.com/ ★☆★ NEED SOLID 1on1 ADVICE? ★☆★ Request a call with CF LIEU, but first, enter your details to see if you qualify: https://howtofinancemoney.com/contact/ ★☆★ CONNECT WITH CF LIEU ON SOCIAL MEDIA ★☆★ Instagram: https://www.instagram.com/cflieu1/ YouTube: http://youtube.com/channel/UCN11ZcQ85CsBo8YJoHUp07g?sub_confirmation=1 Facebook: https://www.facebook.com/lieucf #cflieu #getactionableadvice #reitmethod #privateequity
Views: 904 CF Lieu
6. How do Private Equity Firms find deals?
 
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How do private equity firms find deals? The question should be: “How do private equity firms find good deals”. I run a private equity firm, and I get calls all the time from investment bankers and brokers, saying, “Steve, we have the perfect deal for you!” and they try to convince me (on the phone) that this deal is just for me. But, I know that the second they hang up the phone with me, they’re calling Bill, they’re calling Jeff, and they’re calling Susan with the exact same deal. These are not good deals; these are just……deals. Private equity firms need to find good deals through proprietary deal flow. Proprietary deal flow is obtained (for the most part) through connections. Private equity firms need to get to know lawyers and accountants who could know when their clients are about to sell, allowing them to tell the firms in advance. Private equity firms need to make a lot of connections in an industry, so that when the executives/owners of those companies want to sell, they tell the private equity firm before they market the deal to other companies. Private equity firms should also make connections with other private equity firms. If a private equity firm has a deal, and it doesn’t have the capital to do the entire deal themselves, the firm might call on another private equity firm to be part of a syndicate. To get deals you need to get out there - get out of that office. Finally, you need to market your private equity firm really well. If you market effectively,entrepreneurs will know to come to you. In summary, if you’re a private equity firm, you need to find good deals. Stop taking calls from those bankers, stop taking calls from those brokers, get out of your office and get proprietary deal flow. In 2014, the yogurt company Chobani needed $750 million. Before the market found out, Chobani was already in talks with TPG. Why? The co-founder of TPG, David Bonderman, knew a prominent businessman in Turkey, Cuneyd Zapsu, who in turn knew the CEO of Chobani, Hamdi Ulukaya. Remember, proprietary deal flow is all about working the connections you have. After all, this $750 million deal happened because a guy knew a guy who knew a guy.
Views: 15429 Steve Balaban
Billionaire Henry Kravis on Private Equity, Investing and KKR
 
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A interview and Q&A with billionaire Henry Kravis. Henry Kravis is the co-CEO of the Second largest Private Equity firm (Oct,2016) KKR. In this interview Henry talks about how Private Equity has changed since he started in 1976. Henry also discusses his views on energy, international opportunities and how KKR grew to the giant it is today. 📚 Books on Henry Kravis and KKR are located at the bottom of the description❗ Like if you enjoyed Subscribe for more:http://bit.ly/InvestorsArchive Follow us on twitter:http://bit.ly/TwitterIA Video Segments: 0:00 Introduction 1:44 Start of Henry Kravis 2:10 Changes you have seen in the Private Equity industry since 1976? 7:19 Diversifying away from Private Equity 13:06 Opportunity in energy 17:55 Fracking 18:45 Opportunities in Asia 23:18 Other countries in Asia 25:25 Europe 27:14 Going public 31:33 Washington and regulation 33:20 Will Romney be bad for the industry? 34:37 Is your philanthropy connected to your business? 36:09 Start of Q&A 36:29 What businesses are you looking at buying? 38:21 Do you see KKR moving into the investment banking business? Henry Kravis and KKR Books 🇺🇸📈 (affiliate link) The New Financial Capitalists:http://bit.ly/NewFinancialCapitalists Merchants of Debt:http://bit.ly/MerchantsofDebt Barbarians At The Gate:http://bit.ly/BarbariansGate The Money Machine:http://bit.ly/MoneyMachineKKR Interview Date: 3rd April, 2012 Event: PartnerConnect events Original Image Source: http://bit.ly/KravisPIC Bloomberg Article: http://bit.ly/KravisArticle Investors Archive has videos of all the Investing/Business/Economic/Finance masters. Learn from their wisdom for free in one place. For more check out the channel. Remember to subscribe, share, comment and like! No advertising.
Views: 17833 Investors Archive
A Private Equity management software - Deal, Fund, Portfolio and Investor Management.
 
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http://www.PEFrontOffice.com is one of the only comprehensive and integrated suite of products that has been developed with focus on the front and middle office for the Private Equity / Venture Capital / Alternate Assets firms and is available in cloud based subscription model as well as can be deployed on the client’s premises. Our software suite includes CRM, Deal Pipeline, Portfolio Management (supports Equity, Debt & Bond transactions), Investor Management, Investor Portal, Fund Management and Reports & Analytics. This is further augmented by Task & Activities Management, Outlook Integration and Document Management. BENEFITS: One of the only comprehensive and integrated solutions available in the PE marketplace Developed as a globally applicable, class leading and scalable “Online/Cloud” solution for the PE/VC industry clientele The software solutions’ User Interface (UI) is intuitive, easy to use & very comprehensive covering all aspects of GP office work flow requirements The flexible back end of the software allows for easy & inexpensive customisations making this software truly affordable for small & mid sized as well as large PE/VC funds globally Sits on top of/or integrates easily with any of your data information source system Works in both hosted as well as non-hosted environments No sharing of data across clients Custom branding for each client – logo, color scheme, email templates, workflows, etc. Auto backup with unique recycle bin feature & online help at each screen level All latest browsers & OS versions supported Works on Windows & Mac operated desktop, laptop, tablet – ipad, android based. Deal Pipeline – Key Features Quick and easy deal creation Track basic deal information, investment summary and deal metrics Customize deal stages & workflow that enables intuitive deal stage transition Support for due diligence process, management check-list and alerts (Workflow enabled optional & mandatory tasks associated with Deal Stages) Link contacts, organization and deal team members Log all the meetings, activities and tasks linked to a deal Attach all the related emails using Outlook plugin Link or upload all related documents into a single repository Reports & Analytics Portfolio Management – Key Features Option to manage both Equity and Debt investments Generate and manage amortization schedule and track payments as per payment schedule Capture complete capitalization structure (i.e. actual investment cash flow in both INV and FUND CCY) Capture Valuations at instrument level Track Investee company performance - Current & Expected IRR and MoC projections Track other stakeholders and co-investors investments Track investee company Financial Information and KPIs for IC Plan, Budget and Actuals Flexibility to capture data in different Currency & Units and define periodicity (quarter, half yearly, annual) for each data set (i.e. IC Plan, Budget and Actuals) Set different financial year-end for respective Portfolio Companies Capture Notes & Comments - Investment Thesis, Quarterly Performance Review, Compliance, ESG, etc. Link contacts (including executive team, directors and board members), organization and deal team members Log all the meetings, activities and tasks linked to the respective portfolio company Attach all the related emails using Outlook plugin Link or upload all associated documents Reports & Analytics Investor Management – Key Features Track fund raising activities and status for each investor Track investments in existing funds Track investor level drawdown and distribution history Track investors co-investments in portfolio companies Option to link LP/investor team and advisors Attach documents and track meetings, activities and tasks linked to an investor Attach all the related emails using Outlook plugin Reports & Analytics Fund Management - Key Features Track fund raising and investors commitment status Track Fund specific portfolio companies cash flow - actual/realized, expected and valuations (option to import directly from fund accounting G/L) Track fund expenses (option to import directly from fund accounting G/L) Option to track fund performance history on monthly & quarterly basis Track investor level drawdown and distribution summary along with net IRR projections Ability to attach documents and manage calendar meetings, activities and tasks linked to the Fund Reports & Analytics
Views: 1194 PEfrontOffice
Global Private Equity Outlook
 
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Moderator Gary Pinkus, Managing Partner, North America, McKinsey & Company Speakers John Connaughton, Co-Managing Partner, Bain Capital LP Bruce Flatt, CEO, Brookfield Asset Management Jonathan Nelson, Founder and CEO, Providence Equity Partners David Rubenstein, Co-Founder and Co-CEO, The Carlyle Group 2016 was another exceptional year for private equity investment. Capital committed to traditional funds, co-investments, separate accounts and direct deals hit a record of $681 billion, beating the previous high set in 2015 by 9 percent. This session will examine major trends in private equity with a focus on the investment opportunities and the economic landscape. Should more private equity funds consider permanent capital vehicles for investing? Is the fee structure sustainable? Are too many firms chasing the same deals, crowding the market and making new targets harder to find? Are multi-strategy funds still plausible or does the industry need more specialization? Will we ever see a return of mega-buyouts?
Views: 23187 Milken Institute
Meet the Manager: Ian Heslop, Old Mutual Global Equity Absolute Return Fund
 
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Killik & Co's Gordon Smith talks to Ian Heslop, Head of Global Equities at Old Mutual Investors.
Views: 489 Killik & Co
Private Investments in Public Equity and Private Equity Off
 
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http://princetoncorporatesolutions.com/downloadbook.php Private Investments in Public Equity and Private Equity Offering, Taking Your Company Public and much more in this Free downloadable eBook from Princeton Corporate Solutions
Views: 333 James D. Seagraves
7. How do Private Equity Firms perform Due Diligence?
 
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How does private equity perform due diligence? You must do due diligence! You can never trust a company’s numbers when that company is trying to sell. Yes, you have their “actuals” (historical financial statements), but you have to see their projections! Let me tell you a little story. In 2012, I was looking to buy this company. It was a good company with a stable EBITDA for the last 10 years and solid cash flows. When I looked at the seller’s projections for 2013 EBITDA for 2013, I was shocked to see a triple in EBITDA! There wasn’t a big CapEx spend. There were no big acquisitions. The seller justified this triple in EBITDA by saying that the company’s existing customers were going to buy more, and that the company will get a lot of new customers using existing strategies. The company was trying to convince us that his projection of a triple in EBITDA warranted triple the price. Needless to say, we didn’t buy that company…..and neither did anybody else. One year later, when we re-visited the company, as per our expectation, the 2013 EBITDA was very similar to the company’s 2012 EBITDA. When buying a company, you need to understand everything about that company. In regards to sales, you need to know the customer concentration. Do half of the sales come from one customer? Or does the biggest customer account for three percent of sales? You need to understand every single line of the income statement. You need to double and triple check the numbers for the actuals in the past. You need to understand the industry to come up with your own forecasts. You need to question people. You may want to interview consultants or industry professionals. While maintaining the confidentiality of the company, interview as many people as possible - including customers. I recently met two of the world’s top private equity professors: Drs. Douglas Cumming from the Schulich School of Business in Toronto and Simona Zambelli from the University of Bologna in Italy. They collaborated on a paper that concluded that by doing internal due diligence, portfolio companies and other private equity funds have performed better than when the funds hired third-party consultants to conduct due diligence.
Views: 12266 Steve Balaban
Patti Melcher On Private Equity Investing in Energy Sector
 
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EIV Capital, a mid-stream-focused energy private equity fund, has exited all of its first investments in the energy sector and is starting to invest its capital. "We have no problem children," says Managing Director/Co-Founder Patti Melcher. Melcher's got deep roots in the sector and here discusses today's turbulent energy market and the prospects for renewables.
Billionaire George Roberts: Private Equity and Investing
 
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An interview with Billionaire and Co-Founder of Private Equity giant KKR. George discusses the start of Private Equity and how it has evolved over the years, he also gives some insight into where he believes it is heading in the future. George finishes by giving advice for life and those looking to pursue a career in Private Equity. 📚 Books on George Robert and KKR are located at the bottom of the description❗ Like if you enjoyed Subscribe for more:http://bit.ly/InvestorsArchive Follow us on twitter:http://bit.ly/TwitterIA Video Segments: 0:00 Introduction 4:48 Start of Private Equity 7:39 What's changed since the start? 10:07 Best & Worst deals 13:45 Investing in people 15:34 How to get into MBA and thrive 20:48 How has your partnership with Henry Kravis worked so well 24:22 View on Activist investors 26:23 Future trading trends 28:38 China 31:56 Views for 2015/2016 33:26 Bringing market forces to social impact 37:20 Encouraging others to give back to the community 39:27 Start of Q&A 39:35 Is Private Equity in China going to grow? 41:58 What does good management look like? 45:03 How can African governments align with investors? 47:23 Principles of compensation? 50:12 Lessons in venture philanthropy? 52:44 Crucial skill undergraduates should have? George Roberts and KKR Books 🇺🇸📈 (affiliate link) The New Financial Capitalists:http://bit.ly/NewFinancialCapitalists Merchants of Debt:http://bit.ly/MerchantsofDebt Barbarians At The Gate:http://bit.ly/BarbariansGate The Money Machine:http://bit.ly/MoneyMachineKKR Interview Date: 9th November 2015 Event: UCLA Robertson Lecture Series on Global Leadership Original Image Source:http://bit.ly/GRobertsPic Investors Archive has videos of all the Investing/Business/Economic/Finance masters. Learn from their wisdom for free in one place. For more check out the channel. Remember to subscribe, share, comment and like! No advertising.
Views: 15249 Investors Archive
How to Invest in the Stock Market for Beginners
 
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My Personal Course on Stock Market Investing: http://bit.ly/2hurfQO Joisk Marketplace: https://www.joisk.com/ Learn How I Built My Wealth: http://bit.ly/2qxfONO Website! http://chapplerei.com (under Construction) On Instagram! https://instagram.com/jack_chapple_real/ On Vine! https://vine.co/u/1176331971736293376 On Twitter! https://twitter.com/jackchapplesci On Faceook! https://www.facebook.com/ChappleREI/
Views: 1887234 Jack Chapple
Where To Invest: Debt Or Equity?
 
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Mr. Nilesh Shah, MD, Kotak Mutual Fund shares his view on Where to Invest in Equity or Debt. For more updates: https://bit.ly/2gQpdir Invest Now: goo.gl/QuqiMH Download App: http://onelink.to/cqjxrz Subscribe to our Channel: https://www.youtube.com/KotakMutualFundOfficial Like us on Facebook: https://www.facebook.com/KotakMF/ Connect with us on Linkedin: https://in.linkedin.com/company/kotak... Follow us on Twitter: https://twitter.com/KotakMF Visit our Website: https://assetmanagement.kotak.com/
Views: 1664 Kotak Mutual Fund
Mutual Fund Corner - Investing In Equity Funds
 
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Mutual Fund Corner - Investing In Equity Funds This week on Mutual Fund Corner, we speak about investing in equity funds BankBazaar.com is the largest neutral marketplace for financial products. Shop online for credit cards, loans and more. Visit - http://bbzr.co/2cLV54Y Subscribe for more here : http://ow.ly/OIEfA Download the BankBazaar app here: http://bbzr.co/1eOoybb
Views: 653 BankBazaar.com
APEX'15 - Family Offices & Private Equity - Part 2
 
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A highly welcome development in the private company funding ecosystem in recent years has been successful first generation entrepreneurs and traditional business families looking to make direct investments – either directly or via PE/VC funds. This session, featuring speakers from Family Offices and PE/VC Funds, will discuss issues such as: • How does the Family view the world of private company investments? • How “hands on” are Family Members in private company investment decisions? • What are strategic objectives / benefits of investing directly (vs via PE/VC funds)? • How does direct / fund investing intermix with Family launching new ventures internally? • What are the dynamics of mixing of Social/Impact considerations? • What has worked; what has not - for Family Office when it comes to private co investment? • For an investee company, what are the differences in taking capital from a Family Office versus a PE/VC Fund? • From a PE/VC Fund perspective, how do Family Offices compare (in terms of working relationship) with other traditional sources of capital? • What are the bottlenecks in attracting more Family Office capital to the PE/VC asset class? What can be done about them? Speakers Include: • Sumit Dhanuka, Senior Investment Manager, NCubate Capital • Benaifer Malandkar, CIO, RAAY Global, Patni Family Office • Salil Musale, Executive Director, Astarc Ventures • Rubi Arya, Vice Chair & Director, Milestone Capital • Srikrishna Ramamoorthy, Partner, Unitus Seed Fund India
How Does an Investor Make Money With Equity Crowdfunding?
 
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Alon Hillel-Tuch, a co-founder of the crowdfunding platform RocketHub, explains the four ways that an investor can make money off of an equity crowdfunding asset.
Views: 7834 Entrepreneur

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