Fall 2023

Kickoff Meeting

Private Equity and Alternative Investing Overview

Technical Overview

Additional Resources:

Private Investing Resources Investopedia PE overview Great first introduction to private equity, the different styles and stages of PE investing, and other fundamental concepts like exits.

https://www.investopedia.com/terms/p/privateequity.asp

A Simple Model PE Overview This video primer is a great introduction to how PE firms create value, the role of leverage and its cons, and other day to day PE concepts. It is intermediate in my view, so having a basic understanding of other readings would be helpful.

https://www.asimplemodel.com/financial-curriculum/private-equity/overview/how-pe-works

Bain Capital Private Equity Annual Report Bain releases an annual report on the state of the Private Equity industry, fundraising, sectors in focus, and a forward looking market outlook. Great reading for anyone interested in private capital investing. Link:

https://www.bain.com/insights/topics/global-private-equity-report/