Course Overview

This hands-on course is designed for professionals working in, or alongside, the private equity sector who want to deepen their operational understanding of fund structures, transactions, and stakeholder roles.

With a strong focus on Guernsey’s limited partnership model, the programme blends technical insight with real-world examples to help delegates deepen their knowledge of private equity administration

This course is ideal for:

• Fund administrators and operations professionals
• Those transitioning into private equity roles
• Anyone seeking a clearer understanding of private equity structures and processes in Guernsey

Course Content

• How private equity structures operate, transact and are managed; with an emphasis on Limited Partnerships
• The roles of key stakeholders: LPs, GPs, co-investors, depositaries, and investment advisors
• Understanding the role of private equity systems, what products exist and what they aim to achieve
• Understand calls, distributions, capital partner statements and carried interest, using practical examples.
• Understanding core terminology used across private equity operations
• Confirming the differences between private equity and retail/vanilla funds
• The importance of Limited Partnership Agreements and how they shape fund operations
• Case Study: From Commitment to Exit.

This case study will look at how transactions are processed and calculated; how funds are valued (including an overview of carried interest, waterfall calculations and equalisation theory) and how funds communicate with their investors

• Round up, questions and feedback

Course Benefits

In attending this session, delegates will:

·         Build practical, working knowledge of life cycle of private equity fund administration through hands-on exercises and examples

·         Strengthen their understanding of Guernsey’s private equity structures, especially Limited Partnerships

·         Gain insight into key documents, stakeholder roles, and operational processes

·         Build confidence interpreting capital calls, distributions, and investor reports using real-world examples

·         Leave with tools and understanding they can apply immediately in their day-to-day role

Next Steps

If you would like to book a place on this course please click on the ‘Book Course’ button to the right of this page and login or register for a user account to complete your booking(s). Any queries please do not hesitate to contact us via [email protected] or call us on 01481 244570.

If no date is scheduled for this course at the present time please click on the ‘Register Interest’ button and login or register for a user account so that we can add you to our course interest register. This register allows us to contact our tutors and finalise dates for a course as soon as we have a few people who have expressed their interest, so the more delegates who register their interest, the sooner we can schedule a particular course.