Portfolio Construction

Overview

The Portfolio Construction course is designed for the limited partner looking for an in-depth understanding of how to build out a successful portfolio. Participants will engage with a custom case study to understand the importance of risk management, data analytics and allocation when building a portfolio.

This live, faculty-led program combines lecture-based learning with interactive networking and group work elements, featuring custom case studies designed uniquely for LPs by LPs.

Download the Portfolio Construction One-Pager

Audience

This program is part of the ILPA Institute’s Intensive series of courses, which means this program is designed for the limited partner with more than three years of experience in private equity or has completed the comprehensive private equity training.

Key Learning Objectives

• Understand the role of private investments in a portfolio and evaluate the key elements of private equity investing that impact program/portfolio objectives
• Define private equity risk at a portfolio level and how each type of risk may be measured and the concerns that a practitioner may have with these measures
• Identify organization and overall resource requirements for executing and monitoring a private investment program
• Learn how private equity data, analytical tools and techniques may be used in regard to quantitative modeling and assessments and program forecasting
• Develop techniques and best practices for allocation and liquidity management for a private investment program