Private Equity for Individual Investors

About this course

Understand how private equity works from the limited partner's seat: fund lifecycles, management fees and carried interest, the J-curve, capital calls and how to evaluate direct co-investment opportunities.

What you will learn

• Explain GP/LP structures and fund lifecycles
• Evaluate fees, hurdles and carried interest
• Plan for capital calls and illiquidity
• Assess direct co-investment opportunities

1. Module 1

   Introduction

   3 lessons
   • Welcome to Private Equity for Individual InvestorsVideo · 11 min · Free preview
   • Course Roadmap and Completion RequirementsWritten lesson · 7 min · Free preview
   • How to Get the Most from This CourseWritten lesson · 7 min

2. Module 2

   Core Principles

   4 lessons
   • Wealth Measured in Cash FlowVideo · 11 min
   • The Four Levers: Income, Savings Rate, Return and TimeWritten lesson · 7 min
   • Liquidity, Risk and EffortVideo · 11 min
   • Knowledge CheckQuiz · 4 min

3. Module 3

   Portfolio Structure

   3 lessons
   • Core and Satellite AllocationVideo · 11 min
   • Income Streams ComparedWritten lesson · 7 min
   • Sequencing Investments as Capital GrowsVideo · 11 min

4. Module 4

   Financial Analysis

   3 lessons
   • Building a Personal Balance SheetVideo · 11 min
   • Measuring Passive Income CoverageWritten lesson · 7 min
   • Evaluating Fees and Net ReturnsVideo · 11 min

5. Module 5

   Risk Management

   2 lessons
   • Concentration RiskVideo · 11 min
   • Illiquidity and Lock-UpsWritten lesson · 7 min

6. Module 6

   Real-World Examples

   2 lessons
   • Example: An Illustrative $100,000 Education PlanVideo · 11 min
   • Example: Rebalancing Toward Cash FlowWritten lesson · 7 min

7. Module 7

   Case Study

   2 lessons
   • Case Study: A Ten-Year Cash Flow PlanCase study · 11 min
   • Debrief: Consistency Beats OptimizationWritten lesson · 7 min

8. Module 8

   Final Assessment

   2 lessons
   • Final AssessmentQuiz · 4 min
   • Applied AssignmentAssignment · 9 min