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Program overview
Understanding the fees associated with investment funds is crucial for professionals in asset management, private equity, hedge funds, and institutional investing. This program is designed to provide a comprehensive breakdown of fund fees, covering management fees, performance-based fees, hidden costs, and regulatory considerations.
Developed with insights from leading financial firms, this hands-on program equips participants with the knowledge to analyze, structure, and optimize fund fee models. Whether you’re an aspiring investment professional, a fund manager, or an institutional investor, this course will enhance your expertise in fee structures and industry best practices.
Secure your place Contact usSkills & Learning Objectives in This Simulation Program
Fund Types & Fee Structures
Management fees
Performance Fees
Carried Interest
Clawback Provisions
Investor Negotiation Tactics
Purpose
This program aims to equip participants with the technical and practical skills necessary to evaluate and optimize fund fee structures. Understanding fund fees is essential for investment decision-making, fund structuring, and investor negotiations. Participants will learn how to benchmark fees, ensure compliance, and navigate investor concerns effectively.
Why this program?
✔ Industry-Relevant Insights – Learn directly from experts with experience in top asset management firms, hedge funds, and PE firms. ✔ Real-World Case Studies – Analyze fund fee structures from leading investment firms. ✔ Practical Fee Model Simulations – Build and optimize fund fee models using real-world financial scenarios. ✔ Competitive Advantage – Master fund fee benchmarking and investor negotiation strategies to stand out in the investment industry.
Learning Agenda
The program runs throughout the year, with new sessions available every week. It consists of three levels:Foundation Level: Learn key fee structures, expense categories, and industry benchmarks through case studies and simple exercises. Advanced Level: Apply fund fee modeling techniques with real-world investment scenarios, tackling negotiation tactics and compliance factors. Expert Level: Participate in a comprehensive fund simulation, creating a structured fee model and presenting it to industry professionals. Each session lasts approximately 3 hours and includes a mix of lectures, case studies, and practical exercises.
Who is it for?
This program is designed for:✔ Investment professionals in private equity, hedge funds, and mutual funds. ✔ Finance graduates and CFA candidates looking to specialize in fund structuring. ✔ Fund managers and institutional investors aiming to optimize fund fee arrangements. ✔ Regulators and compliance professionals who need a deeper understanding of fee structures.
what is included
Participants will receive:✅ Excel-based Fee Modeling Templates ✅ Case Studies from Real Investment Funds ✅ Access to an Interactive Learning Platform ✅ Expert-Led Video Tutorials and Webinars ✅ Networking Opportunities with Industry Professionals
What you will need?
To fully engage in this program, participants should have:💻 A computer with internet access 📊 Microsoft Excel (for financial modeling exercises) 📒 A notebook for key insights and structured learningA desktop or laptop is recommended for the best interactive experience.
scoring
A structured scoring system tracks participant progress:🔹 Performance in Case Studies & Simulations 🔹 Accuracy in Fee Model Calculations 🔹 Investor Pitch & Negotiation ScenariosTop performers compete for recognition and the highest cumulative score.
Present all participants to our partners
Each week, the top-ranked participants are introduced to our industry partners, including asset management firms, private equity groups, and hedge funds. These firms are actively recruiting, providing participants with a direct path to career opportunities.
Prepare candidates for interview with our Partners
Selected participants receive one-on-one interview preparation with finance industry professionals. Our team ensures candidates are ready for technical interviews, case studies, and investor Q&A sessions, maximizing their chances of securing top positions in asset management and fund structuring.
Secure your place or get in touch to learn how we complement your finance programs and give your students’ chances for rewarding career in finance.
Company
Features
Contacts
- Address: Luxembourg
- Phone: +352 691 399 823
- Email: Support@finanboost.com
Contacts
- Address: Luxembourg
- Phone: +352 691 399 823
- Email: Support@finanboost.com