Learn directly from top industry players in Canada's first program for venture capital and private equity professionals.

1. Foundations for Investment Management
Learn directly from top industry players in Canada’s first program
for venture capital and private equity professionals.

2. CPCIS | THE IVEY ACADEMY2
About Us
The Ivey Academy is Canada’s leader in advanced
management education and professional develop-
ment.
Operating as a full-service learning & development
house, we deliver talent assessment & strategy, ex-
ecutive education, simulations, executive coaching,
and corporate retreats.
1.800.948.8548
1.519.661.3272
iveyacademy.com
info@iveyacademy.com
Donald K. Johnson Centre, Toronto Ontario

3. The Canadian Venture Capital Asso-
ciation connects private capital pro-
fessionals with market intelligence,
expert insights, focused training op-
portunities, and each other.
CVCA Members receive a 25% discount on enrol-
ment in the Canadian Private Capital Investment
School.
INDUSTRY ADVISORY | CPCIS
Industry Advisory
Venture capital and private equity are often consid-
ered “apprenticeship” businesses. Across the Cana-
dian landscape, coverage of these critical sectors is
almost completely absent in post-secondary educa-
tion.
Recent graduates and high-potential hires are often
expected to learn on the job, under the stress and
risk of high-value, real-world decisions.
3

4. Who will benefit by attending?
Recent graduates who aspire to a career in VC/PE,
emerging professionals employed by funds, start-
up founders, CEOs, banking and corporate finance
professionals, lawyers, accountants, and others with
stakes in the Canadian investment ecosystem.
FRONTLINE | PROGRAM OVERVIEW4
Program Overview
• Week-long, immersive curriculum focused on a
framework of essential skills for private capital
investment.
• Developed in partnership with the Canadian Ven-
ture Capital Association.
• Learn best practices for deal flow management,
valuation and due diligence, legal & tax implica-
tions, ethical considerations, pricing and struc-
turing deals, working with a board of directors,
and more.
• Case-method discussions using real-world busi-
ness outcomes, taught by expert industry practi-
tioners.
CPCIS | PROGRAM OVERVIEW4

5. Day 1
Why Private Equity?
Day 2
Finding the Deal
Day 3
Closing the Deal
Day 4
Managing Investments
Day 5
Wrap Up
MORNING
Welcome, Introductions,
What to Expect?
Case: Valuations Case: Negotiations
Case: Ethical
Considerations
Presentations:
Mini Case Competition
ft. Guest Judges
Equity Investing
PE Valuation Exercise
VC Valuation Exercise
Negotiations Exercise
Buyouts and Late Stage
Investments
TBD
AFTERNOON
Networking Event
Keynote Panel: Entrepreneurs per-
spective on venture investment
Team Work Session
Keynote Speaker: Managing
Portfolio Companies
Closing & Reflections
Assignment Briefing and
Team Work Session
Deal Flow Management
Legal & Tax Implications
Pricing and Structuring a
Deal
Working with a Board
Working with Founder
Mgmt Teams
Private Equity Stream
Venture Capital Stream
Common Module
Overview of Canadian
Equity Markets
Due Diligence in PE
Due Diligence in VC
Structuring the Deal
Closing Documentation
Team Work Session
EVENING
Reflections & Debrief with Rotating Faculty
Keynote Speaker: The Future of In-
vesting
Case Prep & Team Work Session Case Prep & Personal Time Team Work Session
PE
VC
PE
VC
PROGRAM SCHEDULE | CPCIS
C
C
C
C
C
C
C
C
PE
VC
PE
VC
PE
VC
PE
VC
PE
VC
PE
VC
5

6. For You:
• Industry-sourced best-practices for investment
foundations, developed with the CVCA.
• Ivey Certificate of Completion and Digital Badge
• Future 25% discount on executive education
• Exclusive networking & Academy Alumni events
For your Organization:
• Ensure your new hires have a strong foundation
of operational knowledge in VC or PE.
• Invaluable networking opportunity for funds and
individuals.
• Build your pipeline of future leaders and drive a
strong succession strategy.
Return on Investment
RETURNS | CPCIS 6

7. CHUCK GRACE
Program Director
Chuck Grace teaches courses on institutional in-
vesting, personal wealth management and Fintech
at Ivey. Chuck is the Managing Partner and Presi-
dent of Bigger Picture Solutions Inc., where he pro-
vides strategic consulting to wealth management
firms.
Chuck regularly presents at industry events, writes
for industry publications and has authored over 50
case studies for Ivey Publishing. He has worked with
client including CIBC, Advocis, Sun Life, Canada Life,
Aligned Capital Partners, Global Group Services,
and more.
FACULTY | CPCIS 7

8. Facility
Donald K. Johnson Centre
Learn in the heart of Toronto’s financial district, at
our state-of-the-art downtown meeting and confer-
ence facility.
• Located in the Exchange Tower, 130 King St. W.
• Nearby accomodations and travel accessibility
via Union Station
• Catered meals, snacks, and reception.
• Full-featured technology integrations.
• On-site meeting rooms and support staff.
CPCIS | FACILITY8

9. Register Now
Limited seats available
Program dates, pricing, registration, and more infor-
mation:
go.ivey.ca/CPCIS
1.800.948.8548
Alumni Discount
Ivey degree, Ivey Academy
(Exec Ed), Western degree
25%
REGISTRATION INFO | CPCIS 9
Team Discount
3+ Participants
25%
CVCA Member
CVCA Member Organizations
25%