An Intensive 5-day Training Course
Venture Capital, Angel Investors, Hedge Funds,
and Private Equity
Navigating the Benefits and Costs of Investment Capital Sources
Scheduled Dates
Classroom
| 07 - 11 Jul 2025 | London - UK | $5,950 | RESERVE A SEAT |
| 08 - 12 Sep 2025 | London - UK | $5,950 | RESERVE A SEAT |
| 30 Mar - 03 Apr 2026 | Los Angeles - USA | $6,950 | RESERVE A SEAT |
Would an alternative date be more suitable?
We offer a variety of tailored training options, customized to meet your organisation's needs. Delivered anytime, anywhere, we make it easy to bring expert training directly to your team.
Why Choose this Training Course?
This Petroknowledge training course focuses on understanding the comprehensive range of alternatives for both debt and equity offered by capital providers worldwide. The training course reviews the composition of assets [funds] managed by venture capital [VC] firms, individual and pooled angel investors, hedge funds, and private equity firms. It will examine case examples for each of the four providers relative to internal investment policies, financial positioning, expected time horizons, risk assessment and management, as well as the types of ventures [start-up and emerging growth], larger companies, and selection criteria for product-service projects they invest in. This training course will also review several global networks for proactive deal-flow and screening-evaluation process flow and referrals, including a wide range of firms, funds, and individual investors from Silicon Valley to SE-Asia, Europe, and online crowd-funding consortia.
This Venture Capital, Angel Investors, Hedge Funds, and Private Equity training course will highlight:
- The roles these four entities play in the global economy and investment infrastructure
- All types of Venture Capital [VC] firms and their typical investment target-profiles
- All types of angel investors and networks, and their typical investment target-profiles
- All types of hedge funds and their typical investment positions / target profiles
- All types of private equity firms and their typical investment positions / target profiles
- The role these four capital providers play in global enterprise development and growth
- The investment criteria, risk positions, and time-horizons required to approach such firms / funds
- Strategies for engaging such firms / funds and securing various types of capital provisions
What are the Goals?
At the end of this Venture Capital, Angel Investors, Hedge Funds, and Private Equity training course, you will be able to:
- Review the asset portfolio mix of a typical VC firm, hedge fund, or private equity firm
- Analyze the risk positions and screening protocols for capital providers
- Differentiate the key targeted investment opportunities for these four entities
- Explain the primary financial intermediary roles these entities serve in the global economy
- Develop a review and analysis profile for any of these four capital providers
- Evaluate the pros and cons of early stage individual [angel] investors vs. VCs or private equity
- Produce an executive summary profile for a contemporary VC firm, hedge fund, private equity firm, and/or angel network-association
- Select the best potential matches of these providers for companies, ventures, projects, or product-service development related to your own company and industry
Who is this Training Course for?
This Venture Capital, Angel Investors, Hedge Funds, and Private Equity training course is suitable to a wide range of professionals but will greatly benefit:
- Anyone looking to expand potential new sources of funds opportunities well beyond traditional commercial banks and investment banks
- Anyone looking to improve financial alternatives for partnering with various capital providers on a wide range of business opportunities and projects
- Anyone looking to identify new sources of funds to support product-service and marketing expansion opportunities
- Board Members looking to enhance the range of capital provider alternatives to support long-term strategic initiatives and industry-market positioning
- Business Development Directors looking to proactively open up new dialogues with a broad range of potential capital providers, each with differing motives and selection criteria
How will this Training Course be Presented?
This Venture Capital, Angel Investors, Hedge Funds, and Private Equity training course will use an inductive reasoning approach for introducing new terms-concepts-models-methods, followed with highly interactive case-discussion aimed at practical application. Small-group team case projects will apply capital provider concepts directly to the attendees’ firms / organizations / industries. The main focus is about being proactive in developing a strong understanding of capital providers that could provide strategic, value-added support for a wide range of potential future investment opportunities.
Organisational Impact
Attendees will have immediate return-on-investment [ROI] to their own firms / organizations by bringing models, concepts, terminology, perspectives, and capital provider network approaches directly to their workplace, colleagues, staff, and senior management. The ROI is that attendees will be ready to demonstrate these tangible skills and competencies:
- A strong understanding of VCs, hedge funds, private equity, and individual angel investors
- Creating selection criteria for approaching various capital providers relative to opportunities
- Being proactive in assessing risk positions and time-horizons for different capital providers
- Being proactive in building investment portfolio selection criteria for new projects
- Readily understand different focus – industry – risk – timing profiles for new investments
- Be the point-person to establish dialogue-rapport with different capital providers
Personal Impact
Attendees will further their own professional development by:
- Understanding key nuances, differences, and similarities among various capital providers
- Gaining a new managerial mindset about how best to approach potential investment partners
- Enhancing their use of objective screening-selection criteria for various capital sources
- Objectively assess any type funding source and capital proposal [term sheet]
- Learning forward-thinking processes to identifying, approaching, and securing new capital
- Bringing new capital sources into the regular line-up of potential investment providers
Daily Agenda
Day One: Day 1 : Examining the Global Continuum of Capital Providers
- Commercial Banking
- Investment Banking
- Debt Instruments
- Equity Investment Products
- Basics on Risk Assessment, Exposure, and Management
- Federal, State, and Local Government Funds, Grants, and Partnership Allocations
- Define: Seed, Angel, VC, PE, Hedge Stages of Investment Profiles and Expected ROI
Day Two: Day 2 : Individual Accredited Investors [Angels] and Angel Networks-Associations
- Qualified High-Net-Worth Criteria for Individual Risk Exposure
- Very Early-Stage “Ground Floor” Investment Opportunities and ROI Expectations
- Dealing with Individual Angel Investors and Angel-Investor Funds
- Convertible Notes – Cumulative Interest and Conversion Pricing-Features
- Series A Preferred Stock [Cumulative and Convertible Features]
- Voting Common Stock for Angel Investors
- Key Components of Angel Investor Term Sheets: Project Timing and Risk Profile
- C-Corporation, Limited Partnerships, S-Corporations, Limited Liability Companies
Day Three: Day 3 : Venture Capital [VC] Firms
- The Risk Profile and Investment Expectations of VCs
- VC Portfolio Approaches to Investments and Selection Criteria
- Venture Stage/Life-Cycle and VC Investment Uses of Funds
- Small “Frontier” VC Entities
- Midsize “Working Capital” VC Firms
- Large “Capital Acquisition” VC Firms
- The VC’s Focus on “Scalability” of the Business Model
- VCs Managing Other VC Funds in Massive Portfolios
Day Four: Day 4 : Private Equity [PE] Firms
- History and Typical Life-Cycles of PE
- Securities That Comprise “Private” Equity: Time Horizons and Relative Betas
- “Private” Equity vs. “Public” Equity … Valuations, Risk Profiles, Investment Expectations
- Liquidity vs. Illiquidity Concerns for Private Equity Management
- Market Efficiency and the Value of Information
- Active Company Involvement vs. Passive / Non-Involvement and “Value” Investing
- Mergers and Acquisitions [M+A] and PE Opportunities
Day Five: Day 5 : Hedge Funds
- Nontraditional Investment Profiles and ROI Expectations of Hedge Funds
- Basics on: Arbitrage, Short Positions, Derivatives, Bonds, Index Funds, and ETFs
- Structures of Hedge Funds
- Strategies of Hedge Funds
- Assessment-Performance and Mark-to-Market for Hedge Funds
- Institutional vs. Individual Capital for Hedge Funds
Certificate
- On successful completion of this Training Course / Online Training Course, a PetroKnowledge Certificate / E-Certificate will be awarded to the delegates.
In Association With
Frequently Asked Questions
Why PetroKnowledge?
PetroKnowledge is a globally recognized provider of training courses for oil and gas professionals, offering a wide range of specialized training courses designed to enhance knowledge, skills, and expertise in the energy sector. With courses tailored to meet the evolving demands of the oil and gas industry, PetroKnowledge helps professionals stay up-to-date with industry standards, technological advancements, and best practices.
Who are these training courses designed for?
Our courses are specifically developed for professionals in the oil and gas industry, including engineers, technical staff, managers, and other specialists looking to advance their careers. Whether you’re a seasoned expert or new to the sector, our training for oil and gas professionals is suited to individuals at all stages of their professional journey.
Are the courses delivered online or in person?
PetroKnowledge offers flexible learning solutions with both online courses and in-person training options. Online courses for oil and gas professionals provide the flexibility to learn from anywhere, while in-person courses offer a hands-on, interactive learning environment. Each training course page provides detailed information on the delivery format, allowing you to choose the option that best meets your learning style and schedule
Can I get a customized training course for my team?
Yes, PetroKnowledge offers customized in-house training solutions for organizations looking to upskill their teams. We work closely with companies to design bespoke training courses for oil and gas professionals that address specific challenges and objectives. Whether you need on-site training or online solutions, we can tailor the training courses to suit your organization’s needs.
Are there any prerequisites for attending a course?
Certain advanced training courses for oil and gas professionals may require prior experience or technical knowledge. These prerequisites ensure that participants can fully benefit from the course content. We recommend reviewing the course description on the relevant page to determine if any prerequisites apply to your selected course.
How can I enroll in a course?
Enrolling in one of our training courses for oil and gas professionals is simple and convenient. Navigate to the specific course page, click “Enroll Now,” and complete the registration form. You will receive a confirmation email with further details on how to proceed.
You may also get in touch with our Registration Team on
+971 50 981 7386 | +971 2 557 7389 or send an email to [email protected]
When should I expect to receive confirmation of registration?
Upon successful registration online, enrolment on the respective training course will be confirmed by Registration Team by e-mail along with the invoice and joining instruction.
Will I receive a certificate after completing the course?
Yes, upon successful completion of our courses for professionals in the oil and gas industry, you will receive an industry-recognized certificate from PetroKnowledge. This certification is designed to validate your skills and knowledge and can significantly enhance your professional credentials, boosting your career prospects in the competitive oil and gas sector.
When and how do I arrange payments?
We offer two convenient payment options:
- Bank Transfer – You can make payment via bank transfer. Once your registration is confirmed, you will receive an invoice with the banking details for the transfer. We would require you to supply a swift copy for us to confirm receipt of funds.
- Payment Link – Alternatively, we provide a secure payment link that you can use to complete your payment after your registration has been confirmed.
What is the refund or cancellation policy?
Our refund and cancellation policy varies depending on the course and circumstances. Generally, cancellations made at least 21 days before the training are eligible for a refund, less any administrative fees. If you have any specific inquiries about the cancellation or refund, don’t hesitate to contact our support team, who can assist with your booking and cancellation queries.
Is there a discount for more than one registrant/course?
For corporate fees and group registration, please send your query to [email protected].
