Event Details - Private Equity Bootcamp

Presented in partnership with Mink Learning

This is an exciting opportunity to take the next step in your Private Equity journey. Whether you're looking to break in or deepen your expertise, this comprehensive two-day program is designed to strengthen your foundational knowledge and equip you with advanced insights into private equity investing. You’ll be prepared to make strategic investment decisions and understand key industry trends.

Register for either day based on your needs or sign up for both to gain a full-spectrum view.
Day 1 Info Sheet
Day 2 Info Sheet

Key Takeaways:

Master Key Concepts in Private Equity

Deepen Your Fundamentals: Refine your knowledge of private equity fundamentals and key investment methodologies.
Explore Investment Methods: Gain a concrete understanding of diverse investment approaches, including direct investing, co-investing, fund investing, and fund-of-funds strategies.
Navigate the Investment Process: Learn the entire private equity investment process, from deal sourcing to value creation, and ultimately, exit.

Real-World Insights & Current Trends

Stay Up to Date: Discuss real-world case studies and current private equity events to better understand today’s market landscape.
Understand Pandemic-Driven Shifts: Learn how private equity has evolved post-pandemic and what trends are shaping the industry.

Day 1: Private Equity Overview – May 13
Get grounded in private equity essentials – from deal sourcing to navigating the due diligence process.

Highlights:

Key methods and techniques for deal evaluation
Best practices in financial analysis and valuation
Building a solid understanding of risk factors and mitigation

Day 1 Info sheet

Day 2: Private Equity Due Diligence – May 14
Dive into advanced strategies that drive value across the investment lifecycle.

Highlights:

Proven frameworks for value creation in portfolio companies
Insights into operational and strategic improvements
Expert guidance on achieving high-impact outcomes

Day 2 Info sheet

A maximum of 20 participants are accepted for each day of the bootcamp.

Eligible for 7 CFA Institute PL credit hours.

From past course participants
"Great content, hands-on workshop, great exercises and discussion. The size of the group was just right. The instructor understands the sector well and makes the class relevant and interesting."

-Elena M.

“This interactive way for learning private equity in two days is unmatched! I truly enjoyed it. It wasn’t just the private equity content that stood out, but also the way Steve framed everything in perspective, which made the learning experience especially engaging and memorable.”

-Nereus L.

“Steve is extremely warm and energetic and keeps the participants engaged for the entire duration. The pace is perfect and his case study approach helps develop critical thinking skills.”

-Santosh S.

Steve Balaban is a thought leader on private equity with experiences as an investor, advisor and award-winning lecturer. He is the Chief Investment Officer of Mink Capital where he advises, consults and educates family offices on how to invest in private equity. Due to the rising demand from family offices, financial institutions and service providers in private equity, he launched Mink Learning, a private equity education company that offers videos, resources and training to make the complex world of private equity simple.

Steve is also a lecturer at the University of Waterloo where he has created new courses on private equity, wealth management and the international course, a course that takes students to different areas of the world each year. His approach to education is unique as he uses innovative technologies and experiential teaching methods to explain concepts to his students. His passion for teaching resulted in being the only lecturer in the history of the University of Waterloo to win both the Distinguished Teaching Award and the WUSA Excellence in Undergraduate Teaching Award in the same year.

Steve is a contributing author on the subject of private equity for the CFA Institute and he served on the Board of Directors for the CFA Society Toronto.

Steve received a Bachelor of Mathematics from the University of Waterloo, where he graduated on the Dean’s List, and received an Honours Bachelor of Business Administration from Wilfrid Laurier University. He has also earned his Chartered Financial Analyst (CFA) designation.