Private Equity Bootcamp Day 1 & 2
CFA Society Toronto
Presented in partnership with Mink Learning
This immersive, hands-on program is designed to give you a deep dive into the world of private equity, equipping you with the knowledge and practical skills needed to succeed in this fast-paced industry. Whether you're looking to enhance your career or break into the field, this bootcamp offers expert guidance from an world-renowned industry leader, providing invaluable insights into deal structuring, valuation, due diligence, and more. Register now to secure your spot and elevate your understanding of private equity.
Our in-person bootcamps are designed specifically for investors and finance professionals.
The Bootcamp will now span two days, offering a comprehensive learning experience tailored to your needs:
Register for either day based on your needs or sign up for both to gain a full-spectrum view!
*A maximum of 20 attendees will be accepted for each day.
A $100 savings will automatically be applied when you register for both days.
Day 1 – Key Highlights
- Private Equity Fundamentals: Understand the role of alternative investments, key private equity categories, and investment structures.
- Deal Sourcing & Due Diligence: Learn how to generate deal flow, conduct thorough due diligence, and assess investment opportunities.
- Value Creation & Exit Strategies: Explore strategies for maximizing investment value, effective portfolio management, and successful exit planning.
Day 2 – Key Highlights
- Advanced Due Diligence: Deep dive into private equity fund and direct investment due diligence, including key metrics and critical evaluation factors.
- Value Creation Strategies: Apply financial, operational, and strategic insights to enhance investment performance and assess real-world scenarios.
- Interactive Learning & Application: Engage in thought-provoking discussions, case studies, and hands-on analysis to reinforce key concepts.
CFA Institute Professional Learning (PL) Credit Information:
Eligible for 7 CFA Institute PL credit hours per day
Registration Information:
Individual Tickets
- Early Bird Deadline: October 29, 2026
- Registration Deadline: December 1, 2026
- Cancellation date to receive a refund is November 9, 2026
About the Instructor:
Steve Balaban, CFA
Steve Balaban is the Chief Investment Officer of Mink Capital where he advises, consults and educates family offices on how to invest in private equity.
Steve has been a Chief Investment Officer in private equity for 20+ years
Award -Winning Lecturer in private equity at the University of Waterloo
Private Equity subject matter expert for the CFA Institute as a Contributing Author for the CFA Level I and Level III Curriculum
CFA Society Toronto Corporate Sponsors
CFA Society Toronto thanks our Corporate Sponsors whose support empowers our activities and mission throughout the year.
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CFA Society Toronto Corporate Sponsors
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