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Module 1: Legal Documents (UK)

The ILPA Institute Level II Module 1 program is an interactive course that incorporates lecture, modeling, and negotiation exercises to enhance participants’ understanding of the limited partnership agreement and other material agreements. The balanced lecture format incorporates current, relevant, and practical information with usable tools and takeaways. The complexity behind standard terms will be examined and discussed, highlighting how the terms are interrelated and how ‘reasonableness checks’ can be performed.

Course Dates and Fees

September 13-14, 2018 (London, UK)
Early Bird Deadline: June 22, 2018

Member early bird rate: $1,499
Member regular rate: $1,999
Non-Member rate: $3,499

Course Overview

Participants will gain a deeper understanding of limited partnership agreements and other documents that govern and/or affect private equity limited partnerships and the interconnected nature of these documents. Furthermore, participants will be able to identify the more salient terms of these documents and use lessons and exercises to negotiate terms that are practical, inclusive of best practices and comprehensive in nature.

Key Learning Objectives

  • Describe the core legal documentation and typical structure and jurisdictions utilized in private equity and the core differences related thereto.
  • Obtain and apply an in-depth understanding of the limited partnership agreement, its economic and non-economic terms and their interrelated nature.
  • Identify key issues that arise in other material agreements and describe ways to approach those issues.
  • Use lessons and exercises to review limited partnership agreements and other documents in a comprehensive manner and negotiate key terms in line with best practices while recognizing document and term interconnectedness and traditional GP responses to issues.

PROGRAM LEVEL: Advanced

WHO SHOULD ATTEND: Experienced investment professionals working at many different organization types can benefit from the Level II program. Past participants have included representatives from public and corporate pension funds, family offices, foundations, endowments, insurance companies and government organizations who are investing or considering investing in private equity.

PRE-REQUISITE: Three or more years of experience directly managing and monitoring a private equity program. Applicants with less than 3 years of experience are required to have completed the ILPA Institute Level I program and submit a letter of endorsement on company letterhead (sample letter available here). The letter of endorsement will establish that the applicant exhibits managerial and leadership potential. They must also demonstrate a level of professional poise and financial acumen necessary to contribute to a senior learning environment. Candidates will be accepted based on availability and subject to ILPA review. As the role of legal counsel does not traditionally include directly managing and monitoring a private equity program, exception will be made for internal legal counsel registrants based on having an acceptable amount of experience in the private equity industry.

PRE-READING: Reading materials will be sent to participants prior to the start of the session. These will include 2-3 hours of course preparation and required reading as well as suggested readings.

DELIVERY METHOD: Group-Live

CREDIT: Earn 13 CE credit hours (CFA)* / 15.5 CPE Credits

*inclusive of 2 hours in the content areas of Standard, Ethics, and Regulations (SER)

CFA Institute logo

CFA Institute has approved this program, offered by Institutional Limited Partners Association, for 13 credit hours, including 2 hours in the content areas of Standards, Ethics, and Regulations (SER). If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.

CPE Sponsors logo

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

To submit your own testimonial, please e-mail to nhizaka-vilardo@ilpa.org

Details

Start:
September 14, 2017 - September 15, 2017
Event Categories:
Europe, ILPA Institute

Organizer

Name:
ILPA

Venue

Woolgate Exchange
25 Basinghall St, London, EC2V 5HA United Kingdom
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Woolgate Exchange, 25 Basinghall St, London, UK EC2V 5HA

Classes will be held at Chicago Booth’s London campus located in the Woolgate Exchange building at 25 Basinghall Street. It is located in the city’s main financial district, a 10-minute walk fr om Liverpool Street Station.

The Grange St Paul’s Hotel – 10 Godliman Street, London, UK EC4V 5AJ, United Kingdom

The ILPA will be reserving a block of rooms at The Grange St Paul’s Hotel. Please check back in October 2017 for full details.


Club Quarters – 7 Gracechurch St, London EC3V 0DR, United Kingdom

The ILPA will be reserving a block of rooms at The Grange St Paul’s Hotel. Please check back in October 2017 for full details.