Private Equity Portfolio: Value Creation & Exit
Manage a $200M mid-market PE fund across four portfolio companies, driving operational improvements, capital structure decisions, add-on…
Simulation to teach investment portfolio management, client advisory, asset allocation, fee structure design, and competitive positioning in private banking. Participants lead Patrimonial Asset Management through three strategic decision rounds: portfolio strategy, service model design, and crisis response.
An advanced simulation for participants used to working with the main frameworks and trade-offs of the subject, designed for executive education and experienced professionals.
The decisions participants make during the simulation:
What participants follow on screen as the rounds go by:
Designed for courses in Investment Management.
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