UWA Handbook 2017

Unit details

FINA5527 Private Wealth Management and Venture Capital

Credit 6 points
  Offering
(see Timetable)
AvailabilityLocationMode
Semester 1UWA (Perth)Face to face
Semester 2UWA (Perth)Face to face
Content This unit provides a broad coverage of the private equity industry. The unit discusses the role of private equity in the overall economy and the overall process of private equity. It also explores key aspects of deal assessment; valuation; negotiation; capital structure; managerial incentives; and monitoring and exiting. In addition, the key aspects of private wealth management such as financial advice on various investment vehicles to high-net-worth investors are also discussed.
Outcomes Students are able to (1) explain the objectives of private equity; (2) value, assess, negotiate and monitor deals involving private equity; (3) identify the risks and rewards of private equity deals for private equity investors; (4) identify the key aspects of private wealth management for high net worth investors; (5) demonstrate the ability to work in a team; (6) demonstrate an ability to provide constructive discussion and feedback; and (7) produce clear and concise written communication and oral presentations.
Assessment Typically this unit is assessed in the following ways: (1) assignments; (2) presentation; and (3) final examination. Further information is available in the unit outline.

Supplementary assessment is not available in this unit.
Unit Coordinator(s) Mr John King
Unit rules
Prerequisites: FINA5432 Introduction to Finance
Contact hours lectures/seminars/workshops: up to 3 hours per week
Unit OutlineSemester 1 : http://www.unitoutlines.biz.uwa.edu.au/Units/FINA5527/SEM-1/2017
Semester 2 : http://www.unitoutlines.biz.uwa.edu.au/Units/FINA5527/SEM-2/2017

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