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
Private equity is a critically important asset that family offices cannot afford to exclude from their portfolios.
Course Overview
Deal Origination, Transaction, and Execution
Best Practices for Due Diligence
Financial Modeling
Private Equity Globalization
Enterprise Value & Price Discovery
Capital Stack - Debt & Equity Considerations
Teaching Methodology
Matriculated applicants are accepted based upon a rigorous selection criteria including demonstrating consistency in financial excellence, and having relevant work experience and a strong academic background.
The course hones in on empirical, hands-on learning by allowing candidates to directly participate in deals that are underway in Respada.
Students immerse in interactive sessions with experts from diverse backgrounds across the world.
Students engage in continuous learning through collaboration with the Respada community.
Key Outcomes
Receive certification upon course mastery to secure opportunities with Respada's family office members and institutional partners.
Learn strategies to build a stronger deal pipeline and manage outsized returns.
Garner institutional level expertise and tools to mitigate risk and drive outcomes.
Participate in a collaborative network to expand lasting and trusted relationships among industry peers.