Private Markets Investments Programme

Select Date
Download Brochure

Course Overview

This companion workshop helps participants apply the concepts from Oxford Saïd’s Private Markets Investments Programme to realistic, work-relevant decisions. Across five intensive days, you will practise the “language” of private markets, work through private asset acquisition and management choices, and pressure-test how investment vehicles are structured in practice. You will also tackle perform

Key Takeaways

1
Translate private-markets concepts into investment-ready language, improving how you question managers, interpret terms, and brief stakeholders confidently.
2
Apply a practical framework to assess, acquire, and add value to private assets across the deal process.
3
Structure investment vehicles and key agreements more effectively by working through term, governance, and negotiation scenarios.
4
Evaluate private investment performance using real-world reporting and interpretation exercises, avoiding common comparability pitfalls.
5
Design an asset-owner allocation viewpoint that clarifies role models, decision constraints, pacing, and oversight trade-offs.

Saïd Business School, University of Oxford
Brand Logo
This exclusive bundled offering includes face-to-face onsite training delivered by LEORON Institute and an online self-paced certificate program by Saïd Business School, University of Oxford. Upon successful completion of the programme, you’ll receive a certificate of attendance from Saïd Business School, University of Oxford as proof of your knowledge of the enhanced leadership skills and thinking abilities you’ve developed.

Course Outline

Module 1: Become Fluent in the Language of Private Markets
Build a shared vocabulary and mental models to interpret private markets consistently across stakeholders.

1.1 Terminology clinic — Practise translating private-market terms into plain-English investment implications and common decision questions.

1.2 Process map — Map the end-to-end lifecycle from sourcing to exit, highlighting where misunderstandings create risk.

Module 2: Private Asset Acquisition and Management
Apply a structured approach to sourcing, diligence, value creation, and ongoing monitoring of private assets.

2.1 Diligence sprint — Convert qualitative diligence into structured evidence requests, red flags, and clear go/no-go criteria.

2.2 Value-creation levers — Identify practical levers and constraints in active ownership, governance, and performance improvement.

Module 3: Structuring Investment Vehicles
Work through how vehicles and agreements shape economics, control, and investor protections in practice.

3.1 Vehicle selection — Compare common structures and when each fits investor objectives, constraints, and governance.

3.2 Term negotiation lab — Rehearse negotiating key provisions, documenting rationale and escalation paths for approvals.

Module 4: Performance Evaluation for Private Investments
Interpret private-market performance measures using realistic data, limitations, and stakeholder expectations.

4.1 Measurement workshop — Practise interpreting reported metrics and cashflow dynamics, including common traps in performance narratives.

4.2 Reporting challenge — Build a monitoring dashboard outline aligned to governance requirements and reporting constraints.

Module 5: Asset Owners — Role Models in Asset Allocation
Develop an asset-owner perspective on portfolio construction, pacing, oversight, and decision cadence.

5.1 Allocation thesis — Draft an allocation thesis that links objectives, liquidity tolerance, and governance into a defendable position.

5.2 Committee dynamics — Simulate investment-committee challenges, focusing on decision trade-offs and evidence-based communication.

Module 6: Megatrends and the Future of Private Markets
Stress-test strategies against forward-looking themes shaping private markets and investor expectations.

6.1 Opportunity scanning — Evaluate how megatrends alter risk/return assumptions and the investable universe.

6.2 Strategy refresh — Integrate co-investments, secondaries, ESG and impact into a coherent strategic update. Social Business School

Module 7: Capstone — Investment Memo and Decision Simulation
Consolidate outputs into a practical memo and defend decisions in a realistic stakeholder setting. Findcourses

7.1 Investment memorandum build — Compile an investment memo that links thesis, risks, terms, and monitoring into a decision-ready format. Findcourses

7.2 Decision defence — Present and refine the memo under challenge, improving clarity, evidence quality, and governance alignment.

Who Should Attend?

This companion workshop is for professionals who want to apply the Oxford Saïd online programme’s concepts in a hands-on, face-to-face environment.

Bankers and investment professionals

 

Investors, fund managers, and analysts

 

Traders and accountants covering alternative assets

 

Consultants advising on private markets

 

Regulators and policy stakeholders interacting with private markets

 

Business journalists covering private capital

 

Asset-owner teams (pensions, insurers, endowments, family offices)

 

Risk, governance, and investment-committee support roles

FAQ

Is this the same as the Oxford Saïd programme on edX?
No. This is a five-day, face-to-face companion workshop designed to help you apply what you learn in the online programme.
How long is the online programme, and what pace is expected?
6 weeks excluding orientation and 7–10 hours per week with ~60 total learning hours.
What are the online modules this workshop aligns to?
Orientation plus six modules: language of private markets; acquisition and management; structuring vehicles; performance evaluation; asset-owner allocation; megatrends/future of private markets.
Is there a certificate?
Completion of the Oxford Saïd online programme provides a certificate of attendance, and completion of the LEORON 5-day companion course provides a certificate from LEORON.

Reviews