Risk Management For Private Equity
  • Introduction
  • Agenda
  • Experts
  • Venue
  • Partners
  • Registration

Risk management is becoming increasingly critical for professionals in private equity as an asset class. With exit visibility low and investors stressing on capital protection, effective risk management for portfolio firms and for new investments has taken centre stage in investment decisions.

 

Still tentative economic recovery and spectre of new regulations will only step up the emphasis on managing risk for private equity fund managers, going forward.

 

In this regard VCCircle Training is organising a one day workshop to help delegates identify, measure and mitigate all types of risk concerned with private equity investments. The program will offer practical tools coupled with contemporary knowledge modules and anecdotal experience of the experts.

 

Well-respected experts in their fields will cover various topics in the workshop, providing delegates with multiple perspectives and immeasurable and highly practical experience in risk management. The attendees will be able to take away precise best practises and scientific monitoring knowhow.

 

Precisely understanding how the downside affects your business should make your organisation’s upside all the more rewarding.

 

Why You Should Attend:

  • Understanding General partner-specific risks

  • Measuring and monitoring risks at fund level and portfolio company level

  • Insights into emerging market risks

  • The limited partners perspective of risk

  • Benchmarking private equity investments

  • Regulatory treatment of private equity funds

  • Balance risk between GPs and LPs

  • Understand the impact of new regulatory requirements

  • Thorough study of Enterprise Risk Management

  • Receive practical lessons on how to build and run a risk management function

  • Learning different exit strategies.

 

Who should attend:

  • Private Equity Risk Manager

  • Chief Executive Officer

  • Investment Manager/Director

  • Fund Manager

  • Investment Analyst

  • Risk consultant

  • Private Equity Partner

  • Portfolio Risk  Manager

  • Managing Partner

  • Portfolio Development

  •  Investment Banker

  • Compliance Risk

 

Session 1 : Risk Management & Private Equity

  • An introduction to risk and risk management

  • Risk management as a source of competitive advantage

  • De-layering risks (GP/LP perspectives)

  • Regulation, Legal, Liquidity, ESG considerations in private equity risk  management

  • Fund of Fund Risk Management

Group Activity – Delegates will be divided in two groups

 

Session 2 : Risk Management & Controls– Fund Level

  • Macro risk

        - Country – geopolitical risk

        - Economic environment – currency, inflation, growth etc

        - Regulatory – volatility or uncertainty

  • Transaction related risks

        - Company – credit risk

        - Industry 

        - Investor

        - Transaction Structure

        - Cross border risk

  • Portfolio management

        - Traffic Signal approach

        - Liquidity, profitability and other operating metrics

        - Financial and Non-Financial Covenants

        - Exit event likelihood – preparation

        - Handling the problem children/restructures

  • Operating risk

        - Corporate governance standards

        - Internal audit

        - External audit

        - Compliance and regulatory reporting

 

Session 3 : Risk Management – Portfolio Company Level

  • Scope and definition

  • Company Growth models- EBIDTA, Organic, Portfolio, Products and Acquisitions

  • Setting goals and strategy to overcome risks

  • Pre-transaction analysis & due diligence

  • Regulatory, Compliance and administrative factors

  • Strategy to overcome and using tools

  • Primary and secondary market scenario- evaluating robust an weak market situationA risk management ‘health check’ for portfolio  companies

 

Session 4 : Enterprise Risk Management – Company Level

  • Scope and definition

  • Setting goals and strategy to overcome risks

  • How to determine risk profile of a company from ERM perspective?

  • ERM and Corporate governance

  • Key considerations from recent Companies Act changes for nominee directors/companies

  • Adding value through effective risk management

  • Centralization v/s decentralization of Authority

  • MIS and periodic financial reporting

  • Creating the right infrastructure for growth –people (Linking performance and incentives), policies & processes, systems& data

  • Linking audits to risk profile and risk management of company

 

Session 5 : Exit strategies, readiness and valuation- Risk and Opportunities

  • Strategic review of exit options, seeking M&A or listing options and preparing for exit, facing due diligence from buyers etc

  • Exit influencers of markets, strategic, LBO, Secondary, Buyback

  • Preparing investee companies for exit

  • Exit perils – Partial or Complete, Timing, Valuation, Exchange rates, administrative and policy guidelines,

Final discussion & questions

Sachin N Paranjape Sachin N Paranjape Senior Director, Deloitte Touche Tohmatsu India Pvt. Ltd.
 
Raja Lahiri Raja Lahiri Partner - Transaction Advisory Services, Grant Thornton India LLP
 
Girish Menon Girish Menon Director - Corporate Finance, Grant Thornton India LLP
 
Imran Jafar Imran Jafar Managing Partner, Gaja Capital
Connect via  
 
Vinod Murali Vinod Murali Managing Director, SVB India Finance Pvt Ltd
 

Vivanta by Taj – President

90, GD Somani Road, Cuffe Parade
Mumbai -400005

In case of queries, please email us at training@vccircle.com


ONLINE MEDIA PARTNER

Auditronix

Auditronix is India's one of the leading edumedia companies in the domain of auditing, accounting, risk management and finance. It provides news, views, interviews, articles and stories on the subject of auditor, audit intelligence, investment and due diligence. Auditronix School of Certifications provide various certifications for the investors to effectively manage the various risks associated with the investment transaction. These are all unique certifications and programs and these courses are also available on the retail portals like Snapdeal.

Standard Fee: INR 15,000 plus 12.36% Service Tax

Closing Discount: 10% Discount till 26th June  - i.e. INR 13,500 plus 12.36% (Service Tax)

For more queries speak to Fazal/Raj  on 91-120-4171111/ 91- 9560888933 or write at training@vccircle.com 

 

There are two ways to register:

 1) Online registration: Click Here

 2) Offline registration through cheque/DD  |  Download offline registration form: Click Here

 

Cheque/DD to be made in favor of: "Mosaic Media Ventures Pvt Ltd" payable in New Delhi to:

Mosaic Media Ventures Pvt. Ltd.
C-125A, Second Floor,
Sector -2, Noida - 201301

 

Please attach a note with details of the cheque.
Name of the delegate(s), Organization, Designation, Address, Contact No., E-mail ID

 

You can also directly deposit cash, submit cheque or transfer online to our ICICI Bank a/c:
Account Name: Mosaic Media Ventures Pvt. Ltd.
Account No: 629705014337
Branch Name: Mayur Vihar - Phase 1 
IFSC Code: ICIC0006297

 

Refund and Substitution Policy

Participants can cancel their registration 2 weeks prior to the event for a full refund.
Cancellation fee of 20% will be applicable up to 1 week prior to the workshop.
No refunds will be granted for cancellations made within 1 week of the workshop.
Substitutions within a company are permitted through the workshop/training date
Company reserves the right to amend content, expert, venue & date(s) of the workshop
Participants will be refunded in full in case the workshop gets cancelled.
Company assumes no liability for any costs including transportation, hotel reservations or any other costs incurred by participants in the event of cancellation.