Date: Feb 6th - Jun 23rd 2023
Duration: 2 weeks
Fees: US$7,800
Format: Online
Faculty
Lauren H. Cohen
Harvard Business School
Viktoria Dalko
Harvard University
Dr. James Zhang
CIO, Great Eagle Holding
Vikram Gandhi
Harvard Business School
Henry Zhang
Founding Partner, Morningside
Syllabus 2023
Monday | Jun 05
7:00-9:00 pm EDT
Course Briefing
- Goals and takeaways from the course
- Prerequisites for the candidature
- Overview of the curriculum
Monday | June 12
7:00-9:00 pm EDT
Course Kickoff
- Rapid-fire one-on-one meetings with all the instructors and peers
- Two-hour foundations crash course: corporate finance, M&A, asset pricing, business analysis and due diligence strategies.
Tuesday | June 13
7:00-9:00 pm EDT
Hone in on Your Strategy
- Identify & refining your thesis
- Build your brand and access to quality deal flow
- Get all the deal screening questions that the top 1% of fund managers will ask
- Exercise: Compare notes on best due diligence strategies from experience and how to handle dissent within the multiple generations within the family
Wednesday | June 14
7:00-9:00 pm EDT
Real Estate
- Property valuation levers and how to pick good comps
- Real Estate portfolio allocation: maximizing upside and sheltering against risk
- Passive Real Estate Investing: REITs, Private Equity, Bonds, Debt Global Real Estate, debt and equity markets
- Tax-friendly options like opportunity zones and cross-border investing
- Exercise: Live transaction analysis for several commercial office buildings with an industry expert, a Chairman of a Fortune 500 Real Estate company
Thursday | June 15
7:00-9:00 pm EDT
Comprehensive Due Diligence
- Collaboration: design & structure
- Internal analysis: employee organizational structure and recruiting practices
- Applying auditing standards to operations and internal controls for risk assessment
- Conducting customer, vendor, and partner interviews
- Market modeling
- Identifying and tracking critical KPIs in a rapidly developing company
- Exercise: breakout rooms for a live diligence memo outline
Friday | June 16
7:00-9:00 pm EDT
Venture Capital
- Managing Innovative Processes to stay informed and deliver value for portfolio companies tiers, stage, sector, geography
- Valuing start-ups and high-tech companies: IP, high growth, and intangibles
- Understanding and tailoring a lucrative yet founder-friendly term sheet each time
- Preferred stock valuation
- Exit strategies
- Exercise: Build a model for the assigned start-up company with instructor
Monday | June 19
7:00-9:00 pm EDT
Collaborative Learning With a Peer Family Office
- Fireside chat with a multi-billion family office patriarch
- Live deep dive on deal analysis and portfolio management
Tuesday | June 20
7:00-9:00 pm EDT
PE Deal Negotiation
- Pre LOI-memo/deck best practices
- Term sheet negotiation
- Credit agreement
- Working capital targets
- Capital structure, risk, and estimating the cost of capital:
- Deal Negotiation Breakout Groups and roleplay
Wednesday | June 21
7:00-9:00 pm EDT
Mergers and Acquisitions
- Screening for strategic and financial buyers
- Structuring carve-outs, split offs, and divestures
- Tax basis step ups and accounting implications in stock vs asset sales
- Deal Financing & Payment Structure
- Exercise: Strategic acquisitions case
Thursday | June 22
7:00-9:00 pm EDT
Emerging Markets
- Deal Origination, Transaction, and Execution
- Value Creation and Operational Improvement
- Advanced and Best Practices in Private Equity
- Commercial Due Diligence
- Middle-Market Private Equity
- Distressed Private Equity
- Valuation in Emerging Markets
Friday | June 23
7:00-9:00 pm EDT
Value Creation
- Shareholder Activism and Impact Investing
- Current Trends and Market Conditions
- Measuring the Value: Assessing the Potential for Value Creation
- Applying the Toolkit: Creating the Value
- Exercise: Case study with Harvard Business School Lecturer
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