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About the Course
Introduction to Private Equity for Pension Trustees & Institutional Investors
Total Course Length: 4 Hours (2 Hours Per Day)
Course Overview
This executive-level course is designed to provide pension trustees, institutional investors, and investment committee members with a practical introduction to private equity investing. The course focuses on fiduciary oversight, institutional portfolio considerations, private equity fundamentals, risk management, and current trends shaping the private markets landscape.
The condensed format prioritizes high-level education and actionable insights for board members and institutional decision-makers.
Learning Objectives
By the end of the course, participants will be able to:
Understand the fundamentals of private equity investing
Recognize major private equity strategies and structures
Understand how institutional investors allocate to private equity
Interpret basic private equity performance metrics
Identify key risks, governance responsibilities, and due diligence considerations
Evaluate current trends impacting private markets and pension funds
Target Audience
Pension Trustees
Institutional Investors
Investment Committee Members
Public Fund Officials
Foundation & Endowment Representatives
Course Format
Executive Education Style
Pre-recorded Masterclass
Institutional Case Examples
Practical Fiduciary Focus
Day 1 — Private Equity Fundamentals & Institutional Allocation
Total Time: 2 Hours
Session 1: Introduction to Private Markets (30 Minutes)
Topics Covered
Public vs. Private Markets
Growth of Private Equity
Why Pension Funds Invest in PE
Overview of Alternative Investments
Key Takeaways
Participants will understand:
The role of private equity within institutional portfolios
Why private markets have become increasingly important to long-term investors
Session 2: Private Equity Structures & Strategies (45 Minutes)
Topics Covered
How Private Equity Funds Work
General Partners (GPs) vs. Limited Partners (LPs)
Capital Calls & Distributions
Buyouts
Growth Equity
Venture Capital
Co-Investments & Secondaries
Key Takeaways
Participants will:
Understand the lifecycle of a PE investment
Learn differences between major PE strategies
Recognize varying risk and return profiles
Session 3: Portfolio Construction & Institutional Allocation (45 Minutes)
Topics Covered
Strategic Asset Allocation
Diversification Benefits
Vintage Year Diversification
Liquidity Considerations
The J-Curve Effect
Long-Term Portfolio Planning
Key Takeaways
Participants will:
Understand how PE allocations are built over time
Learn the importance of pacing and liquidity management
Evaluate how PE fits within pension portfolios
Day 2 — Governance, Performance & Risk Oversight
Total Time: 2 Hours
Session 4: Fees, Performance & Due Diligence (45 Minutes)
Topics Covered
Management Fees & Carried Interest
Understanding IRR, TVPI, DPI & MOIC
Benchmarking Challenges
Manager Selection Basics
Operational Due Diligence
Key Questions Trustees Should Ask
Key Takeaways
Participants will:
Interpret core PE performance metrics
Understand fee structures and alignment incentives
Learn foundational due diligence principles
Session 5: Governance, Fiduciary Oversight & Risk Management (45 Minutes)
Topics Covered
Fiduciary Responsibilities
Governance Best Practices
Transparency & Reporting
Liquidity Risk
Valuation Risk
Economic & Market Cycles
ESG & Regulatory Considerations
Key Takeaways
Participants will:
Strengthen governance oversight skills
Identify major PE risks
Understand best practices for institutional oversight
Session 6: Current Trends & Interactive Case Discussion (30 Minutes)
Topics Covered
Growth of Private Markets
AI & Technology Investment Trends
Continuation Funds & Secondary Markets
Institutional Investor Trends
Case Study Discussion
Interactive Exercise
Participants will review a simplified institutional PE allocation scenario and discuss:
Risks
Governance considerations
Allocation rationale
Key due diligence questions
Suggested Supplemental Materials
Recommended Organizations
Suggested Reading
King of Capital
The Masters of Private Equity and Venture Capital
Course Deliverables
Participants may receive:
Course Slides
Glossary of Private Equity Terms
PE Performance Metric Guide
Institutional Due Diligence Checklist
Certificate of Completion
Final Outcome
At the completion of this executive course, participants will have a stronger foundational understanding of private equity and greater confidence fulfilling their fiduciary responsibilities when evaluating private market investments.
Your Instructor
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