Week 1

​Overview of Hedge Fund Industry

• Introduction and Program Objectives

• Hedge Funds and Capital Markets with SEC/IOSCO Regulation

• The Hedge Fund Industry: Structure & Players​

Week 2

Fundamental Investing

• Economic Analysis

• Industry Analysis

• Company Analysis

• Hedge Fund Administration

• Role of the Administrator in Trade processing and Asset Servicing

• Required Skills:

            -Finance/ Accounting

   -Comfortable with Excel

   -Follow the market

Week 3

Quantitative Investing

• Data Management

• Investment Decision

• Portfolio Construction

• Required Skills:

             -Data Analysis

    -Programming Skills

    -Mathematics / Statistics

Week 4

Preparing for a Due Diligence Review

• Identify the information required for Tracking & Reporting

• Be aware of the major recommendations for this Review

• Understand Best Practices in preparing for a Due Diligence Review

Week 5

Lifecycle of a Hedge Fund Transaction

• Understand the lifecycle of a Trade

• Understand the difference between a Traditional Investment Manager and a Hedge Fund Manager

• Understand Best Practices in setting up your Hedge Fund Operations

Week 1

IndustryOverview of LBO transactions

• What is LBO

• Why LBO

• How to screen for LBO candidates

• LBO: the good and the bad

• ​Typical LBO transaction process: key steps

Week 2

Tips for Excel spreadsheet modeling

• Review income statement

• Review cash flow statement

• Review balance sheet

• Review working capital schedule, PP&E schedule, debt pay down waterfall, and interest expense schedule

Week 3

Step-by-Step walk through of 3-statement model

• Differences between LBO model vs 3-statement mode

Week 4

LBO Models

• Step-by-step walk through of LBO model

Week 5
Valuation

• Understand value creation and create waterfall chart

• Investment memorandum walk-through

• LBO Case Study

• 管理咨询的定义、工作范围、及各类别公司介绍

• 管理咨询工作内容：项目阶段包括Information Gathering, Problem Identification, Analytics, Solution, Reporting

• 管理咨询工作方式：客户会议、采访、技术分析、报告写作等

第一课（1课时）

管理咨询工作详解

1. 管理咨询工作内容剖析

• 前期准备：Request for Proposal, Letter of Proposal, Vendor Selection, Staffing, Internal Kick-off

• 项目流程：Information Gathering, Problem Identification, Analytics, Solution, Reporting

• 后期总结：项目技术总结，项目运营总结

2. 管理咨询项目流程

• Engagement Manager

• Executive Director

• Subject Matter Experts

• Consultant

3. 人员架构

• 传统咨询师路线：发展路径：Business Analyst, Associate,  Senior Associate, Manager/Senior Manager, Associate Partner/Partner/Senior Partner

• 专业咨询师路线：发展路径：Analyst, Specialist, Expert/Senior Expert, Partner/Senior Partner

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第二课（2课时）

管理咨询就业前景

1. ​职位类型

• Analytic Skills/ Problem-solving skills/Logic Thinking

• Communication Skills

• Strong Mindset

2. 技能需求

• HR 面试

• 组员面试

• Manager 面试

• ​Partner 面试

第三课（2课时）

管理咨询面试准备

1. 面试流程

• Behavioral Interview 

       1. 保持积极的答题状态，把负面问题往积极的方向引导​

       2. 准备好自己的故事

• ​Technical Interview / Case Interview

       1. Market Sizing​

       2. Profitability

       3. Pricing

       4. M&A

• ​平时练习及面试技巧

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2. 面试类型

• Question 1: How many gallons of white house part are sold in the U.S. every year?

• Question 2: How many square feet of pizza are eaten in the U.S. each month?

第四课（2课时）

管理咨询实际案例

1. Guesstimate范例练习

• Case Study范例练习

       Crafting  a Distribution Strategy​

       Your client is the sugar cereal division of Foods Inc., a           U.S. based distributor and manufacture of packaged food.

第五课（3课时）

管理咨询实际案例

1. Case Study范例练习