Secondary Fund Modeling

Overview

The Secondary Fund Modeling course is designed for the limited partner looking for a hands-on understanding of secondary interest in private equity funds. Participants will be given a framework to assess a secondary opportunity and utilize a custom excel model to learn how to integrate the secondary opportunity into your investment program.

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

Note: Each participant will be required to bring a laptop with Microsoft Excel. Any of the following versions of Excel is fine for the program (Excel 2003, 2007, 2010, 2013 or 2014).

Download the Secondary Fund Modeling 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 and is suitable for organizations who current invest in secondaries and who are looking at the opportunity.

Key Learning Objectives

• Learn about the secondary fund market and analyze the history of the market and current market trends that impact the vehicle
• Understand the components necessary to structure an effective secondary fund model with a customized model to manipulate
• Assess the essential data inputs needed to underwrite a fund interest and learn to incorporate it into your modeling processes
• Learn best practices for creating and maintaining a secondary model and how to navigate secondary processes and transaction timelines