Event Detail

Fundamentals of Private Equity Markets

Private equity can be an essential part of the portfolio of some investors. Is private equity suitable for you or your clients? Join us as our guest speaker, William Fink, CPA, CGMA, provides an introduction to the fundamentals of private equity. We will discuss private equity fund formation, risk/return characteristics, management, the role of senior debt in private equity financing, and more.

Learning Objectives:

  • Review core concepts in private equity formation
  • Discuss the risk and return considerations for portfolio management
  • Examine the characteristics of typical private equity investors
  • Analyze the role of senior debt in private equity financing
  • Review the syndicated and non-syndicated segments of the market 

When: Saturday, December 10th, 2022. 9:00 AM to 1:15 PM EST
Where: Your home or office
Speaker: William Fink, CPA, CGMA
CPE Credits: 4 Finance CPE
CLE Credits: 4 Substantive CLE 
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
Price: FREE for ALA Members / $75 for Non-Members

The Presenter:

Mr. Fink serves as Executive Vice President, Chief Lender and Head of Credit Management for TD Bank’s Commercial Banking Group. He supervises the underwriting and ongoing monitoring and control of the Bank’s $60 billion commercial, wealth management, specialty and small business loan portfolios.  In this capacity, he oversees a 700+ person organization which structures and approves complex credit transactions for public corporations, family-owned businesses, and not-for-profit healthcare, philanthropic and social service organizations with annual revenue ranging to $1.0 billion throughout TD Bank’s markets. 

Bill earned a Masters Degree in Business Administration, with concentrations in Finance and Management, and a Bachelor of Science Degree in Marketing from St. Joseph’s University. He is a graduate of the University of Pennsylvania Wharton School’s Advanced Finance Program, continuing education in the Master of Taxation Program at Villanova University School of Law, the University of Notre Dame Mendoza College of Business’ Executive Leadership Certificate Program and the Enterprise Risk Management Program at Stanford University.

Bill is a Certified Public Accountant, Certified Global Management Accountant and a member of the American Institute of Certified Public Accountants, Pennsylvania Institute of Certified Public Accountants and Turnaround Management Association. He developed and teaches two programs for the University of Pennsylvania Wharton Small Business Development Center entitled “Strategic Accounting” and “Government-Sponsored Loan Programs.” He serves as guest lecturer at the University of Pennsylvania Wharton School on private equity and teaches four continuing professional education programs for attorneys and CPAs at Penn State University – Abington Campus.

About CPE/CLE:

* The ALA issues CLE credits through its partnership with McDevitt and Kline LLC, which is an accredited provider of CLE in Pennsylvania (PA CLE Provider # 5963). Live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/.  To the best of our knowledge, the following states have attorney self-reporting procedures for out-of-state provider programs or reciprocity with accredited providers in the state of Pennsylvania: Arizona, Arkansas, Colorado, Florida, Hawaii, Illinois, Indiana, Louisiana, Massachusetts, Michigan, Montana, New York, North Carolina, North Dakota, Ohio, South Carolina, and South Dakota.  However, please review the specific rules and requirements in your state.  Please contact member services with any questions at memberservices@alacommunity.org.
McDevitt & Kline, LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.