ILPA Institute: Portfolio Construction Palo Alto (March)

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.

Who Should Attend?

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.

Course Date and Fees
March 23-24, 2026 (Palo Alto, US)

Member Early Bird rate: $1,899 USD

Member rate: $2,399 USD

Early Bird Deadline: February 6, 2026

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

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 2-4 hours of required reading, course preparation as well as suggested readings.

DELIVERY METHOD: Group-Live

CREDIT: Earn 15 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.