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Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

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Tackling the Cost of Living Crisis

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CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

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Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

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Ready to get started?

Plans & Membership

Our Platform

Expert led content

+1,000 expert presented, on-demand video modules

Learning analytics

Keep track of learning progress with our comprehensive data

Interactive learning

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Testing & certification

Gain CPD / CPE credits and professional certification

Managed learning

Build, scale and manage your organisation’s learning

Integrations

Connect Finance Unlocked to your current platform

Featured Content

More featured content

Tackling the Cost of Living Crisis

In this video, Max discusses the cost-of-living crisis currently enveloping the UK. He examines its impact on households as well as the overall economy.

CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

More featured content

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Private Equity Fundraising

Private Equity Fundraising

Gavin Ryan

25 years: Private equity & banking

Fundraising is the key to becoming a private equity fund manager. Gavin emphasises its importance and discloses many misconceptions about fundraising and some key factors for success.

Fundraising is the key to becoming a private equity fund manager. Gavin emphasises its importance and discloses many misconceptions about fundraising and some key factors for success.

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Private Equity Fundraising

10 mins 55 secs

Overview

Many aspiring fund managers, who are otherwise valid investment professionals, have an unrealistic optimism bias when it comes to fundraising. The universe of LPs or their funds available will be more limited than with other asset classes. This is due to the huge risk factors specific to private equity, which are the lock up period and the “blind pool” nature of private equity investing. A first time fund manager may need eighteen to twenty four months to raise a fund; a follow on fund may be less. A major part of the fundraising process will be the pitch made by the aspiring fund manager to the LPs. Raising even a one hundred million euro fund can easily cost over quarter of a million euros.

Key learning objectives:

  • Identify the four main mistakes made in fundraising

  • Outline the key factors for a successful fundraising

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Summary
What are the four main fundraising mistakes?
  1. The first mistake is underestimating the duration of the internal decision making processes of LPs. 
  2. The second mistake is taking at face value the verbal expressions of interest by LPs. 
  3. The third mistake is underestimating the costs of fundraising, which can escalate quickly. 
  4. The fourth mistake is putting together a team which collapses half way through the process.
What are the key factors for a successful fundraising?
  • It is important for aspiring fund managers to have a clear fundraising strategy. They should segment potential LPs like customers in marketing.
  • Preliminary commitments should be secured form a first, closer and more friendly group of investors, before approaching a wider group of investors. A major part of the process will be the pitch made by the aspiring fund manager to the LPs, which takes the form of a group pitch of the team in an hour or so meeting with the LP.
  • The odds of fundraising can be improved by finding an anchor investor and holding a first closing.

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Expert
Gavin Ryan

Gavin Ryan

Gavin Ryan has twenty years’ experience as a private equity fund manager. He has managed a $30m Advent International Affiliate Fund, a $200m Fund part of Soros Fund Management and a €2.5bn Green Energy Asset Manager. Before he was in investment banking with HSBC and Nomura. Gavin has an Engineering Degree from Cambridge and an MBA from McGill.

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