Search
5-Day Training Course

Venture Capital, Angel Investors, Hedge Funds, and Private Equity

Navigating the Benefits and Costs of Investment Capital Sources

Course Overview

This Venture Capital, Angel Investors, Hedge Funds, and Private Equity training course focuses on understanding the comprehensive range of alternatives for both debt and equity offered by capital providers worldwide. The training course reviews the composition of assets [funds] managed by venture capital [VC] firms, individual and pooled angel investors, hedge funds, and private equity firms. It will examine case examples for each of the four providers relative to internal investment policies, financial positioning, expected time horizons, risk assessment and management, as well as the types of ventures [start-up and emerging growth], larger companies, and selection criteria for product-service projects they invest in. This training course will also review several global networks for proactive deal-flow and screening-evaluation process flow and referrals, including a wide range of firms, funds, and individual investors from Silicon Valley to SE-Asia, Europe, and online crowd-funding consortia. 

This Energy Training Centre training course will highlight:

  • The roles these four entities play in the global economy and investment infrastructure
  • All types of Venture Capital [VC] firms and their typical investment target-profiles
  • All types of angel investors and networks, and their typical investment target-profiles
  • All types of hedge funds and their typical investment positions / target profiles
  • All types of private equity firms and their typical investment positions / target profiles
  • The role these four capital providers play in global enterprise development and growth
  • The investment criteria, risk positions, and time-horizons required to approach such firms / funds
  • Strategies for engaging such firms / funds and securing various types of capital provisions

Course Objectives

At the end of this Venture Capital, Angel Investors, Hedge Funds, and Private Equity training course, you will be able to:

  • Review the asset portfolio mix of a typical VC firm, hedge fund, or private equity firm
  • Analyze the risk positions and screening protocols for capital providers
  • Differentiate the key targeted investment opportunities for these four entities
  • Explain the primary financial intermediary roles these entities serve in the global economy
  • Develop a review and analysis profile for any of these four capital providers
  • Evaluate the pros and cons of early stage individual [angel] investors vs. VCs or private equity
  • Produce an executive summary profile for a contemporary VC firm, hedge fund, private equity firm, and/or angel network-association
  • Select the best potential matches of these providers for companies, ventures, projects, or product-service development related to your own company and industry

Training Methodology

This Venture Capital, Angel Investors, Hedge Funds, and Private Equity training course will use an inductive reasoning approach for introducing new terms-concepts-models-methods, followed with highly interactive case-discussion aimed at practical application. Small-group team case projects will apply capital provider concepts directly to the attendees’ firms / organizations / industries. The main focus is about being proactive in developing a strong understanding of capital providers that could provide strategic, value-added support for a wide range of potential future investment opportunities.

Who Should Attend

This Venture Capital, Angel Investors, Hedge Funds, and Private Equity training course is suitable to a wide range of professionals but will greatly benefit: 

  • Anyone looking to expand potential new sources of funds opportunities well beyond traditional commercial banks and investment banks
  • Anyone looking to improve financial alternatives for partnering with various capital providers on a wide range of business opportunities and projects
  • Anyone looking to identify new sources of funds to support product-service and marketing expansion opportunities
  • Board Members looking to enhance the range of capital provider alternatives to support long-term strategic initiatives and industry-market positioning
  • Business Development Directors looking to proactively open up new dialogues with a broad range of potential capital providers, each with differing motives and selection criteria

Course Curriculum

  • Commercial Banking
  • Investment Banking
  • Debt Instruments
  • Equity Investment Products
  • Basics on Risk Assessment, Exposure, and Management
  • Federal, State, and Local Government Funds, Grants, and Partnership Allocations
  • Define: Seed, Angel, VC, PE, Hedge Stages of Investment Profiles and Expected ROI
  • Qualified High-Net-Worth Criteria for Individual Risk Exposure
  • Very Early-Stage “Ground Floor” Investment Opportunities and ROI Expectations
  • Dealing with Individual Angel Investors and Angel-Investor Funds
  • Convertible Notes – Cumulative Interest and Conversion Pricing-Features
  • Series A Preferred Stock [Cumulative and Convertible Features]
  • Voting Common Stock for Angel Investors
  • Key Components of Angel Investor Term Sheets: Project Timing and Risk Profile
  • C-Corporation, Limited Partnerships, S-Corporations, Limited Liability Companies
  • The Risk Profile and Investment Expectations of VCs
  • VC Portfolio Approaches to Investments and Selection Criteria
  • Venture Stage/Life-Cycle and VC Investment Uses of Funds
  • Small “Frontier” VC Entities
  • Midsize “Working Capital” VC Firms
  • Large “Capital Acquisition” VC Firms
  • The VC’s Focus on “Scalability” of the Business Model
  • VCs Managing Other VC Funds in Massive Portfolios
  • History and Typical Life-Cycles of PE
  • Securities That Comprise “Private” Equity: Time Horizons and Relative Betas
  • “Private” Equity vs. “Public” Equity … Valuations, Risk Profiles, Investment Expectations
  • Liquidity vs. Illiquidity Concerns for Private Equity Management
  • Market Efficiency and the Value of Information
  • Active Company Involvement vs. Passive / Non-Involvement and “Value” Investing
  • Mergers and Acquisitions [M+A] and PE Opportunities
  • Nontraditional Investment Profiles and ROI Expectations of Hedge Funds
  • Basics on: Arbitrage, Short Positions, Derivatives, Bonds, Index Funds, and ETFs
  • Structures of Hedge Funds
  • Strategies of Hedge Funds
  • Assessment-Performance and Mark-to-Market for Hedge Funds
  • Institutional vs. Individual Capital for Hedge Funds

Certificates Awarded

Certificate of Completion

After successfully completing this training course, participants will be awarded The Energy Training Centre Certificate of Completion — a respected validation of their dedication to continuous learning and professional excellence. This certificate signifies that participants have gained the essential knowledge and skills required to make a measurable impact in their field.

Upcoming Sessions
Los Angeles, USA
London, UK
London, UK

Related Courses

Related Categories

Frequently Asked Questions

Our training courses are conducted at partnered hotels located within the specified training areas. Please note that venue assignments may vary based on availability. For the most current information, do not hesitate to contact us at [email protected].

Yes, we do. We provide tailored training courses designed to meet the specific requirement of larger group of individuals. These customized training courses can be conducted both classroom and online formats, allowing you the flexibility to choose you preferred dates and duration.

Please contact us at [email protected] to discuss your group’s training needs, and we’ll work with you to create a personalized training course that aligns with your objectives.

Upon successful completion of the training course, you will receive The Energy Training Centre Certificate of Completion with corresponding learning hours.

Yes, special discounts are available upon request if you have more than one registrant for a course. For further information please email us at [email protected]

We offer two convenient payment options:

  • Bank Transfer – You can make payment via bank transfer. Once your registration is confirmed, you will receive an invoice with the banking details for the transfer. We would require you to supply a swift copy for us to confirm receipt of funds.
  • Payment Link – Alternatively, we provide a secure payment link that you can use to complete your payment after your registration has been confirmed.

Upon receiving your registration details, either via email at [email protected] or through our online registration form, we will send you the following by email within 24-48 hours of registration.

  • Joining Instructions
  • Invoice/receipt (where appropriate)

There are two convenient options to register for a training course:

  • Online Registration Form – Register for your desired training course by completing the online registration form available on our website. Simple click on the registration button or select your preferred dates and provide the requested information.
  • Email Registration – You can email us your intention to register at [email protected]. Our team will guide you through the registration process and provide assistance you may need.

We understand that time zones may be different between our Senior Consultants and our delegates. Our standard online course timings (11:00 AM to 4:00 PM, GMT+4 – Dubai, UAE) may be adjusted upon confirming the programme. Our team shall communicate between the confirmed registered delegates and suggest a suitable course timing for all.

Our standard course duration for our classroom programmes is 6 hours per day while our online session is 5 hours per day.

Our training courses span across diverse industries, encompassing sectors such as but not limited to:

  • Power & Utilities
  • Oil & Gas
  • Financial Institutions
  • Government and Regulatory bodies
  • Manufacturing & Production Industry

Our commitment lies in continuously refining and expanding our training course offerings to align with evolving industry landscapes. We encourage individuals to explore our website or engage with our dedicated support team for the latest information on available courses, ensuring access to the most pertinent and current educational resources.

Yes, The Energy Training Centre is certified and recognized by several prominent industry standards. Specifically, it holds certifications from ILM, Continuing Professional Development (CPD), and the Project Management Institute (PMI).

  • ILM (ID# 002398B) – This certification indicates that our training programmes meet high standards for leadership and management development, ensuring that they are designed to enhance participants’ skills in these critical areas.
  • Continuing Professional Development (CPD) – Our recognition by CPD reflects our commitment to providing educational opportunities that support ongoing professional growth and skill enhancement. This accreditation ensures that our training courses are relevant and effective for professionals seeking to advance their careers.
  • Project Management Institute (PMI) – Being recognized by PMI signifies that our training programmes align with industry best practices in project management. This certification assures participants that our offerings are in line with the standards required for effective project management and are valuable for those pursuing or maintaining PMI credentials.

These certifications underscore our dedication to providing high-quality, industry-relevant training that fosters professional growth and meets established standards. Additionally, we are actively pursuing further certifications and affiliations to enhance our offerings and ensure we remain at the forefront of industry best practices.

About Energy Training Centre

Energy Training Centre is a leading provider of professional development programs for the energy and public sectors. With over 15 years of experience, we have trained more than 50,000 professionals across the Middle East and beyond.

Our expert-led courses are designed to meet the evolving needs of modern organizations, combining theoretical knowledge with practical applications that deliver immediate value to your career and organization.

50K+
Professionals Trained
15+
Years of Experience
About Energy Training Centre

Our Collaborations

We partner with leading institutions to deliver world-class training programs

What Our Delegates Say

Real feedback from professionals who completed this course

View All

Ready to Advance Your Career?

Your growth starts here. Discover the complete portfolio of industry-leading training courses that can help you achieve your career goals.

View Course Finder
Search