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    Private Equity: Investing and Creating Value
    Wharton Executive Education

    Private Equity: Investing and Creating Value

    Wharton Executive Education, Philadelphia
    HomeFinanceWharton Executive EducationPrivate Equity: Investing and Creating Value
    5 daysDuration
    in-personFormat
    EnglishLanguage
    FinanceTopic

    Available Cohorts

    Choose your preferred start date

    Sep 20 - Sep 25, 2026
    5 days · in-person · Instructor-Led · Philadelphia, PA
    Open
    Jan 31 - Feb 5, 2027
    5 days · in-person · Instructor-Led · Philadelphia, PA
    Open
    $14,500

    All-inclusive program fee

    About This Program

    Private equity is a critically important asset that investors cannot afford to exclude from their portfolios. With its potential for high returns that can outperform other asset classes — such as conventional stocks, bonds, and mutual funds — private equity offers a competitive edge to sophisticated investors. Private Equity: Investing and Creating Value is designed for institutional investors as well as investment professionals aspiring to be better private equity managers. The program delivers the latest concepts investors need to know to confidently evaluate investment opportunities in the private equity space and to build optimal investment processes. Academic Director Bilge Yilmaz on how Private Equity provides investors with a framework for creating value.

    Why Wharton Executive Education?

    When Fortune 500 boards, sovereign wealth funds, and serial founders want their senior teams sharpened on finance, strategy, or leadership, they repeatedly arrive at the same address in West Philadelphia. Wharton's executive programs are built on the same faculty who define the academic disciplines themselves — not practitioners brought in to translate research, but the researchers writing it.

    Your Profile

    • Chief investment officers and asset managers responsible for a firm’s portfolio
    • Institutional investors with an interest in private equity funds
    • Entrepreneurs in the process of receiving and/or structuring capital funds
    • Investment consultants, accountants, family office representatives, and private bankers
    • Actuaries and quantitative analysts
    • Investor relations and investment professionals in private equity
    • Investors in private equity, venture capital, and distressed assets

    Benefits

    • Private equity is riding a wave of money that has come its way in the past decade, but it faces a growing list of challenges — they include an overheated investment environment, difficulties conducting due diligence (especially in emerging markets), federal investigations into client fee disclosures, and (some might argue) a contraction in the business.
    • This innovative program provides an ideal combination of lectures by Wharton finance faculty and Wharton alumni who are leaders in the private equity industry. Participants will have an opportunity to focus on areas of individual interest, such as the limited partners’ perspective, middle markets, distressed private equity, and private equity emerging markets. There will also be case study and group presentation time.
    • The program will also explore the foundations of asset pricing and teach you how to forecast cash flows while accounting for country risk. Participants will learn how to identify and manage special issues when investing or partnering with companies based in emerging or frontier markets.
    • Overall, participants will learn the landscape of the private equity space and be exposed to concepts and tools — shaped by the ongoing research of Wharton Private Equity Professor Bilge Yilmaz — that are used by private equity managers today.
    • Case studies are current, relevant, and designed to maximize peer and faculty interaction. During this program, you will have an opportunity to hear firsthand from Wharton alumni who are experts in the private equity space. As guest speakers, they will discuss their backgrounds and experiences, as well as their perspectives on the PE industry and the current economy.
    • Fund Structure The Leveraged Buyout Model Deal Origination, Transaction, and Execution Value Creation and Operational Improvement Advanced and Best Practices in Private Equity Commercial Due Diligence The Limited Partners’ Perspective Middle-Market Private Equity Distressed Private Equity DCF Valuation in Emerging Markets Private Equity in Emerging Markets

    What You'll Learn

    • The Leveraged Buyout Model
    • Deal Origination, Transaction, and Execution
    • Value Creation and Operational Improvement
    • Advanced and Best Practices in Private Equity
    • Commercial Due Diligence
    • The Limited Partners’ Perspective
    • Middle-Market Private Equity
    • Distressed Private Equity
    • DCF Valuation in Emerging Markets
    • Private Equity in Emerging Markets

    Frequently Asked Questions

    How to Apply

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    4. 4

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