ILPA Institute: Private Equity Co-Investing for the Limited Partner New York (April)

The Private Equity Co-Investing for the Limited Partner course is designed for the limited partner looking for a critical overview of direct and co-investing. Participants will learn about key concepts, principles and practices behind implementing a successful co-investment.

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 Comprehensive series of courses, which means this program is designed for the limited partner with less than three years of experience in co-investing roles or those looking at adding co-investments to their portfolio and seeking a foundational understanding.

Course Date and Fees
April 8, 2026 (New York, US)

Member Early Bird rate: $1,099 USD

Member rate: $1,399 USD

Early Bird Deadline: February 20, 2026

Key Learning Objectives

• Review co-investing benefits and challenges and how to manage GP relationships and to generate equity co-investment deal flow
• Understand the key elements of portfolio construction to optimize performance of equity co-investment programs
• Assess the importance of risk management and investment analysis in developing a co-investment portfolio
• Understand the legal structures and governance provisions present in equity co-investments and the key components of underlying deal documents
• Review staffing and resourcing factors to take into consideration, including the implications of different staffing models

PROGRAM LEVEL: Overview

PRE-REQUISITE: No pre-requisites are required to attend the program.

DELIVERY METHOD: Group-Live

CREDIT: 8 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.