Executive Masterclass in Strategic Investment Management: Real Estate and Private Equity

Course Outline

Module 1: Fundamentals of Strategic Investment Management

ü  Introduction to Strategic Investment Management

ü  The Role of Real Estate in an Investment Portfolio

ü  The Private Equity Ecosystem

ü  Key Investment Philosophies and Frameworks

ü  Practical Session: Analyzing a Sample Investment Memorandum

Module 2: Real Estate Investment Analysis and Valuation

ü  Market Analysis and Property Selection

ü  Income Capitalization and Discounted Cash Flow (DCF) Valuation

ü  Real Estate Financial Metrics: Cap Rate, IRR, and Equity Multiple

ü  Financing Real Estate Acquisitions

ü  Practical Session: Valuing a Commercial Property using Excel

Module 3: Private Equity Investment Analysis

ü  Screening and Sourcing Deals

ü  Leveraged Buyout (LBO) Mechanics

ü  Venture Capital and Growth Equity

ü  Leverage and its Impact on Returns

ü  Practical Session: Analyzing an LBO Case Study

Module 4: Financial Modeling for Investment Decisions

ü  Building an Integrated Financial Model

ü  Forecasting Financial Statements

ü  Valuation using DCF and Comparable Company Analysis

ü  Sensitivity Analysis and Scenario Planning

ü  Practical Session: Building a Financial Model for a Portfolio Company

Module 5: Due Diligence and Risk Management

ü  Operational and Commercial Due Diligence

ü  Financial and Legal Due Diligence

ü  Identifying and Mitigating Investment Risks

ü  Environmental, Social, and Governance (ESG) Considerations

ü  Practical Session: Developing a Due Diligence Checklist for an Acquisition

Module 6: Deal Structuring and Negotiation

ü  Key Components of a Term Sheet

ü  Negotiating Purchase Price Adjustments

ü  Debt and Equity Financing Structures

ü  Shareholder Agreements and Governance

ü  Practical Session: Role-Playing a Negotiation Scenario

Module 7: Portfolio Management and Value Creation

ü  Post-Acquisition Integration and Strategy

ü  Operational Improvements and Cost Management

ü  Talent Management and Board Governance

ü  Growth and Expansion Strategies

ü  Practical Session: Creating a 100-Day Value Creation Plan

Module 8: Performance Measurement and Reporting

ü  Calculating IRR and MOIC

ü  Understanding the Waterfall Structure

ü  Reporting to Limited Partners (LPs)

ü  Benchmarking Performance

ü  Practical Session: Calculating Fund Performance Metrics in Excel

Module 9: Exit Strategies for Maximum Returns

ü  Planning for Exits from the Start

ü  IPOs, M&A;, and Secondary Sales

ü  Timing the Market for Optimal Exit

ü  Post-Exit Responsibilities and Investor Relations

ü  Practical Session: Evaluating Exit Scenarios for a Portfolio Company

Module 10: The African Investment Landscape and Future Trends

ü  Macroeconomic Trends in Africa

ü  Opportunities and Challenges in African Markets

ü  Regulation and Political Risk

ü  Emerging Sectors: Technology, Infrastructure, and Healthcare

ü Practical Session: Case Study on a successful African private equity deal

About Our Trainers

Our trainers are seasoned professionals with extensive experience in real estate and private equity. They have held senior positions in leading investment firms and have a proven track record of executing successful deals across various sectors and geographies, with a special focus on the African continent. Their expertise is not just theoretical; they bring real-world, practical insights to the classroom, ensuring that participants learn from the best in the industry.

Quality Statement

Phoenix Training Center is committed to providing high-quality, practical, and relevant training. Our courses are designed and delivered by industry experts to ensure that participants receive the most current and valuable knowledge. We are dedicated to fostering a professional and engaging learning environment that empowers our clients to excel in their careers.

Admission Criteria

ü  Participants should be reasonably proficient in English. 

ü  Applicants must live up to Phoenix Center for Policy, Research and Training admission criteria.

Terms and Conditions

1. Discounts: Organizations sponsoring Four Participants will have the 5th attend Free
2. What is catered for by the Course Fees: Fees cater for all requirements for the training – Learning materials, Lunches, Teas, Snacks and Certification. All participants will additionally cater for their travel and accommodation expenses, visa application, insurance, and other personal expenses.
3. Certificate Awarded: Participants are awarded Certificates of Participation at the end of the training.
4. The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.
5. Approval of Course: Our Programs are NITA Approved. Participating organizations can therefore claim reimbursement on fees paid in accordance with NITA Rules.

Booking for Training

Simply send an email to the Training Officer on training@phoenixtrainingcenter.com and we will send you a registration form. We advise you to book early to avoid missing a seat to this training.

Or call us on +254720272325 / +254737296202

Payment Options

We provide 3 payment options, choose one for your convenience, and kindly make payments at least 5 days before the Training start date to reserve your seat:

1. Groups of 5 People and Above – Cheque Payments to: Phoenix Center for Policy, Research and Training Limited should be paid in advance, 5 days to the training.
2. Invoice: We can send a bill directly to you or your company.
3. Deposit directly into Bank Account (Account details provided upon request)

Cancellation Policy

1. Payment for all courses includes a registration fee, which is non-refundable, and equals 15% of the total sum of the course fee.
2. Participants may cancel attendance 14 days or more prior to the training commencement date.
3. No refunds will be made 14 days or less before the training commencement date. However, participants who are unable to attend may opt to attend a similar training course at a later date or send a substitute participant provided the participation criteria have been met.

Tailor-Made Courses

We understand that every organization has unique ESG challenges and opportunities as well as unique training needs. Phoenix Training Center offers tailor-made courses designed to address specific requirements and challenges faced by your team or organization. Whether you need a customized curriculum, a specific duration, or on-site delivery, we can adapt our expertise to provide a training solution that perfectly aligns with your objectives. We can customize this ESG Risk Management Course to focus on your industry, specific risk profile, or internal stakeholder dynamics. Contact us to discuss how we can create a bespoke training program that maximizes value and impact for your team. For further inquiries, please contact us on Tel: +254720272325 / +254737296202 or Email training@phoenixtrainingcenter.com

Accommodation and Airport Pick-up

For physical training attendees, we can assist with recommendations for accommodation near the training venue. Airport pick-up services can also be arranged upon request to ensure a smooth arrival. Please inform us of your travel details in advance if you require these services. For reservations contact the Training Officer on Email: training@phoenixtrainingcenter.com or on Tel: +254720272325 / +254737296202