ILPA Institute: Investment Due Diligence for the Limited Partner Toronto (September)

The Investment Due Diligence for the Limited Partner course is designed for the limited partner looking for an in-depth understanding of how to diligence a private equity investment. Participants will engage with a custom case study to understand the importance of proper diligence techniques to optimize investment performance.

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.

Who Should Attend?

This program is part of the ILPA Institute 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.

Course Date and Fees
September 10-11, 2026 (Toronto, CA)

Member Early Bird rate: $1,899 USD

Member rate: $2,399 USD

Early Bird Deadline: July 24, 2026

Key Learning Objectives

• Develop a due diligence framework based on ratio analysis to expose trends and aid in the development of specific fact-based due diligence questions
• Learn how to deconstruct a manger’s historic performance into components, including operating improvements (revenue and margin growth) and financial engineering (multiple expansion and leverage)
• Apply different reference call strategies and discuss some practical tips and tricks though an interactive reference call exercise
• Learn how to benchmark manager returns against industry standard benchmarks and discuss the limitations and trade-offs of different benchmarks
• Develop a manager monitoring plan based on the key issues that arise in manager due diligence and review the tools of active portfolio management, including secondaries and co-investments

PROGRAM LEVEL: Advanced

PRE-REQUISITE: Three or more years of experience directly managing and monitoring a private equity program.

PRE-READING: Reading materials will be sent to participants prior to the start of the session. These will include 4-6 hours of required case preparation, reference calls, group work and 1-2 hours of suggested readings.

DELIVERY METHOD: Group-Live

CREDIT: Earn 14 CPE Credits

Institutional Limited Partners Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

CFA Institute: ILPA members have the ability to earn CE credit for their participation in this program and can use their online CE tracker to document it. Any questions can be directed to the CFA Institute at ceprograms@cfainstitute.org.