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Private Equity Institute

Private Equity Institute

Syllabus

What's involved?

Each session consists of two hours of teaching and modelling, plus a case study with a bank or fund. After each session is a networking event and sometimes a  recruitment opportunity with the invited bank or fund. The Lab comprises of 40 sessions, totalling approximately 160 hours.

A mandatory component is one of five challenges:

  1. Bridgepoint Private Equity Challenge
  2. Centerview M & A Challenge
  3. Hermes GPE Private Markets Challenge
  4. Patron Capital Real Estate Investment Challenge
  5. Rothschild Global Advisory Challenge

The best Finance Lab students will form a team of five to participate in the annual Oxford Chicago Global Private Equity Challenge, which takes place in Oxford and Chicago alternatively.
More information about the challenges 

Focusing on three fundamental elements; theory based learning, real-life challenges and networking, you will acquire the knowledge and execution skills required for entry into investment banking positions in: M&A, Leverage Finance, Project & Infrastructure Finance, Distress & Restructuring, Valuation, Equity Research, Capital Markets, Asset Management and Private Equity. 

In addition to the Lab, students participate in the annual Wharton Private Equity Challenge, competing with more than 25 leading business schools in New York City. Oxford Saïd won the 2016 challenge.

Investment banks that have taken part:

  • Bank of America Merril Lynch
  • Barclays
  • Centerview
  • Citi
  • Deutsche Bank
  • Evercore
  • Goldman Sachs
  • Lazard
  • Moelis
  • Morgan Stanley
  • PJT
  • Rothschild

Private equity funds that have taken part:

  • 3i
  • Advent International
  • Ardian
  • Bain Capital
  • Bayside
  • Blackstone
  • Bridgepoint
  • Carlyle
  • CDC
  • Denham
  • Goldman Sachs Merchant Banking
  • Hermes GPE
  • ICG
  • KKR
  • Oak Tree Capital
  • Terra Firma

 

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