ILPA Institute: Secondary Fund Modeling Palo Alto (March)

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.

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

Course Date and Fees
March 27, 2026 (Palo Alto, US)

Member Early Bird rate: $1,099 USD

Member rate: $1,399 USD

Early Bird Deadline: February 6, 2026

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

PROGRAM LEVEL: Intermediate

PRE-REQUISITE: Participants should have some financial modeling and significant private equity knowledge from prior work experience. A proficiency in Excel is necessary to gain the most value from the course.

DELIVERY METHOD: Group-Live
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).

CREDIT: Earn 7 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.