Private Equity and Venture Capital Funds 2600-MSFRz2buFPE
1. Basic Concepts, Classification and Importance of Institutional Investors
2. Introduction to private equity and venture capital funds
History and origins
Forms of these funds in the world and in Poland
Legal basis for the operation of funds
3. Private equity funds
Legal structure
Transactions (case studies)
Analysis of sample transactions
The market for private equity funds in Poland and worldwide
4. Venture capital funds
Legal structure
Transactions (case study)
Analysis of sample transactions
The market for venture capital funds in Poland and worldwide
5. Effectiveness and risk of investment funds
Risk of investment funds (types of risk, sources of risk)
Measures of fund performance
Measures of performance and risk
Measures of investment risk
6. Meetings with VC and PE fund representatives
Type of course
Mode
Learning outcomes
K_W01
K_W02
K_W03
K_W05
K_U01
K_U02
K_U03
K_U05
K_U06
K_K01
THE STUDENT:
K_W01 Knows and understands research methodology and terminology in the discipline of Economics and Finance and in complementary disciplines (Management and Quality Sciences, Legal Sciences), in particular financial management and accounting.
K_W02 Knows and understands at an advanced level the principles, procedures and practices relating to the financial activities of various types of organizations and uses the theory of Economics and Finance and complementary disciplines (Management and Quality Sciences, Legal Sciences) to recognize, diagnose and solve problems related to financial management in organizations, accounting, management of financial institutions and strategies of financial institutions.
K_W03 Knows and understands at an advanced level economic theories and models regarding the functioning of organizations and the entire economy.
K_W05 Knows and understands technological, social, political, legal, economic and ecological processes and phenomena and their impact on financial decisions in organizations, the functioning of the organization and the entire economy, including the principles of protection of industrial property and copyright.
K_U01 Is able to use the theory of the discipline of Economics and Finance and complementary disciplines (Management and Quality Sciences, Legal Sciences) to recognize, diagnose and solve problems related to financial decisions in organizations and management of financial institutions, using the appropriate selection of sources and adapting existing methods.
K_U02 Is able to correctly interpret technological, social, political, legal, economic and ecological processes and phenomena and their impact on financial decisions in organizations, the functioning of the organization and the entire economy, using the appropriate selection of sources.
K_U03 Is able to independently and collectively prepare analyses, diagnoses and reports on financial management in organizations, accounting, management of financial institutions and strategies of financial institutions and present them communicatively, also in English - using IT and communication tools.
K_U05 is able to plan and organize own and team work
K_U06 Has the ability to self-educate and improve acquired qualifications.
K_K01 Is ready to assess and critically approach situations and phenomena related to financial management in organizations, accounting, management of financial institutions and strategists of financial institutions.
Assessment criteria
Assessment includes the following:
- class work (20%),
- group project (80%).
Bibliography
Main:
J. Lerner, A. Leamon, F. Hardymon, Venture Capital, Private Equity, and the Financing of Entrepreneurship, Wiley, 2012
Supplementary:
R. Pozen, T. Hamacher, The Fund Industry: How Your Money is Managed (2nd Edition), Wiley, 2015
Additional information
Additional information (registration calendar, class conductors, localization and schedules of classes), might be available in the USOSweb system: