Oxford Programme on Valuation of Private Assets
Start date:
Duration:
- 5 days
Time commitment:
- Short programme
Location:
- Oxford
Cost:
- £8,500 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
- 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
- Fundamentals of financial modelling
- Buyout transaction: role play
Day two: Real estate valuation and financial modelling
- Real estate valuation
- Impact investing case study
- Advanced financial modelling
Day three: Due diligence, venture valuation and disputes
- Valuing startups
- Term sheet negotiations
- Due diligence
- Valuation disputes resolution
Day four: Frontier markets, social impact and dealmaking
- Social impact discussion
- Valuation in frontier markets
- Advanced valuation issues
- Dealmaking and price negotiation
Day five: Infrastructure valuation and current topics
- Infrastructure valuation
- Hot valuation topics
Post-programme
Lifetime membership of the Oxford Saïd Alumni Network.
Class profile
- Executives from around the world
- Mid- and senior level decision makers within organisations
- 10+ years of professional experience
- Expertise across a range of sectors, including investments, financial services, entrepreneurship and operating and strategic roles within a wide spectrum of industries
What our participants say
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 - Head of Nigeria Office and Coverage Director, British International Investment plc
- Kajal Batabyal - Partner, BCG, Principal Investors and Private Equity
- Matteo Botto Poala - Managing Director, Infrastructure Investment, Goldman Sachs and Associate Fellow
- Tatiana Fullick - Executive Director, UBS
- Jan Caspar Hoffmann - Managing Partner, J.C.H. Beratungs- und Beteiligungs GmbH
- Stewart Licudi - Managing Director and Partner, William Blair
- Mathias Schumacher - Managing Director, Kroll Inc
- Min Shi - Partner, Oxera
Contact
- Cari Read, Programme Manager
- cari.read@sbs.ox.ac.uk