Oxford Programme on Valuation of Private Assets
Start date:
Duration:
- 5 days on campus
Time commitment:
- Short programme
Location:
- Oxford
Cost:
- £8,000 plus accommodation (£1,200)
About the programme
Private markets are a fast-growing area of finance and an important asset class in investor portfolios.
Corporate buyers look for ways to add new technologies and products to their platforms through acquisitions of mature companies and startups. Buyout and venture capital managers are actively looking for ways to deploy capital. Increasing investor allocations fuel the expansion of private credit, infrastructure and real estate. Environmental, social, and corporate governance (ESG) and impact investing are top of mind for many institutions.
These dynamics lead to an increased activity in private markets. Professionals who want to remain fluent in financial markets need to sharpen their valuation toolkit and stay up-to-date on current trends. This in turn, will allow them to take full advantage of the plethora of opportunities in private assets.
On this programme you will gain hands-on valuation experience across:
- Early-stage companies
- Mature companies
- Private credit
- Infrastructure
- Real estate
- Emerging markets
- ESG and impact investing
What you can expect from this programme
Benefits
To you
- Understand the valuation of illiquid investments
- Structure transactions that meet the demands of both entrepreneurs and investors
- Improve your due diligence skills and present stronger deals to the investment committee
- Discuss real-life transactions with experienced executives
- Expand your professional network and enhance your value on the job market
- Lifetime membership of the Oxford Business Alumni Network
To your organisation
- Enhanced due diligence process and strategic decision-making
- Sharper assessment of the risks, opportunities and rewards of new investments
- Stronger position in transaction negotiations
- Incorporate ESG and social impact investing into your organisation
- The confidence to consider business opportunities in a new asset category or geography
Programme outline
Day one: The private assets landscape
- The world of illiquid assets
- Valuation principles
- Real Estate Valuation
- Private Credit
- Impact investing case study: affordable housing.
Day two: Venture and negotiation tactics
- Valuing start ups
- Term sheets negotiations
- Valuing private assets at scale
- Valuation mind games and negotiations
Day three: Due diligence, infrastructure and emerging markets
- Due diligence
- Financial modeling
- Common valuation mistakes
- Valuation in emerging markets
- Infrastructure valuation
Day four: Advanced valuation topics
- Advanced valuation issues
- Valuation disputes
- Valuation of digital assets
- Dealmaking and price negotiation
Day five: Valuation disputes and discussion
- Dispute resolution: role play
- Social impact discussion
- Hot valuation topics
Post-programme
Lifetime membership of the Oxford Business Alumni Network.
This was an outstanding course! An A+ group of professors, the curriculum was on point and Oxford is a spectacular venue.
Industry expert contributors
- Benson Adenuga - Coverage Director and Head of the Nigeria Office, CDC Group plc
- Kajal Batabyal - Partner, BCG, Principal Investors and Private Equity (PIPE)
- Wadié Habboush - Founder, Entra 1
- Jan Caspar Hoffmann - Managing Partner and CEO, Alantra Germany
- Stewart Licudi - Managing Director and Partner, William Blair
- Matteo Botto Poala - Managing Director, Infrastructure Investment, Goldman Sachs
- Yann Robard - Managing Partner, Whitehorse Liquidity Partners
- Mathias Schumacher - Managing Director, Kroll Inc
- Min Shi - Partner, Oxera
- Miray Zaki - Managing Director and Head of Sustainability Investments, Gulf Capital
Contact
- Cari Read, Programme Manager
- cari.read@sbs.ox.ac.uk