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Methods of Deal Sourcing and Structuring
Methods of Deal Sourcing and Structuring (CFA Level 1): Core Approaches to Sourcing Opportunities, Screening and Preliminary Due Diligence, and Structuring Co-Investment and Direct Deals. Key definitions, formulas, and exam tips.
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Evaluating Co-Investment Risks and Benefits
Evaluating Co-Investment Risks and Benefits (CFA Level 1): Key Considerations in Co-Investments, Reduced Fee Load, and Alignment of Interests with the GP. Key definitions, formulas, and exam tips.
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Strategic Partnerships with General Partners
Strategic Partnerships with General Partners (CFA Level 1): Building a Foundation for Strategic Partnerships, Potential Structures, and Preferred LP Status. Key definitions, formulas, and exam tips.
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Liquidity, Governance, and Exit Scenarios
Liquidity, Governance, and Exit Scenarios (CFA Level 1): Why Liquidity Matters, Liquidity Mismatches, and Governance Structures in Co-Investments. Key definitions, formulas, and exam tips.
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Multi-Investor Syndications and Club Deals
Multi-Investor Syndications and Club Deals (CFA Level 1): Understanding Multi-Investor Syndications, Club Deals: A Syndication Subset, and Governance, Term Sheets, and Alignment. Key definitions, formulas, and exam tips.
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Due Diligence on Sponsor Reputation and Track Record
Due Diligence on Sponsor Reputation and Track Record (CFA Level 1): Defining the Sponsor in a Co-Investment Context, Historical Performance and Key Metrics, and Internal Rate of Return (IRR). Key definitions, formulas, and exam tips.
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Negotiation Tactics and Investment Terms
Negotiation Tactics and Investment Terms (CFA Level 1): Setting the Stage: Understanding the Co-Investment Context, Key Negotiation Tactics, and Assess Your Bargaining Power. Key definitions, formulas, and exam tips.
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Post-Investment Monitoring and Value Creation
Post-Investment Monitoring and Value Creation (CFA Level 1): Essence of Monitoring, Key Tools and Techniques, and Value Creation Approaches. Key definitions, formulas, and exam tips.
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Split-Vehicle Arrangements and Fee Structures
Split-Vehicle Arrangements and Fee Structures (CFA Level 1): Foundational Concepts, How Split-Vehicle Arrangements Work, and Reasons for Using a Split-Vehicle. Key definitions, formulas, and exam tips.
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Direct vs. Indirect Investment Trade-Offs
Direct vs. Indirect Investment Trade-Offs (CFA Level 1): Key Considerations, Investment Control and Governance, and Fee Drag and Cost Dynamics. Key definitions, formulas, and exam tips.
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Fiduciary Responsibility in Co-Investments
Fiduciary Responsibility in Co-Investments (CFA Level 1): Understanding Fiduciary Duty in Co-Investments, Balancing Conflicts of Interest, and Duty of Loyalty and Duty of Care. Key definitions, formulas, and exam tips.
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Conflict Resolution among Multiple Stakeholders
Conflict Resolution among Multiple Stakeholders (CFA Level 1): Nature of Conflict in Co-Investments, Common Sources of Stakeholder Disputes, and Exit Timing and Valuation. Key definitions, formulas, and exam tips.
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Portfolio Construction with Co-Investments
Portfolio Construction with Co-Investments (CFA Level 1): Key Concepts in Co-Investments, Integrating Co-Investments into a Multi-Asset Portfolio, and Correlation Effects and Risk Management. Key definitions, formulas, and exam tips.
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Risk Mitigation with Partial Exits and Recaps
Risk Mitigation with Partial Exits and Recaps (CFA Level 1): Partial Exits: Locking in Gains While Retaining Upside, Understanding the Basics, and Potential Benefits. Key definitions, formulas, and exam tips.
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Parallel Funds and Sidecar Vehicles
Parallel Funds and Sidecar Vehicles (CFA Level 1): Understanding Parallel Funds, Rationale for Parallel Funds, and How Parallel Funds Operate. Key definitions, formulas, and exam tips.
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Cross-Border Regulatory and Tax Constraints
Cross-Border Regulatory and Tax Constraints (CFA Level 1): Beyond the Basics of Co-Investments, Foreign Ownership Laws and Sector Restrictions, and Checking Regulatory Overlays. Key definitions, formulas, and exam tips.