Case is designed to study the structure and rationale of standard mechanisms for compensation in private equity (PE) industry. It effectively introduces students to the most common limited partnership agreement (LPAS), such as charges, carried interest, and preferred conditions or obstacle rates. Background for the Oregon Public Employees Pension Fund (OPERF) event of a change in market conditions since the 2007 financial crisis that spurred revaluation conditions LPAS the industry PE. This case is taught in the second year elective course on entrepreneurial finance and private equity, and will be suitable for similarly focused courses on venture capital, private equity, and entrepreneurship. The case can also be used in the investment class is designed for the study of private equity as an asset class. "Hide
by Susan Chaplinsky, Elena Loutskina, Rob Walsh Source: Darden School of Business 20 pages. Publication Date: August 8, 2011. Prod. #: UV5622-PDF-ENG
Related Case Solutions & Analyses:
Angus Cartwright III
BANEX and the No Pago Movement (B)
Spartan Stores Inc.: Reengineering for Efficient Consumer Response
EQUITY CAPITAL RAISING: THE SEO OF PETROBRAS 2010 (B)
The Strategic Investor Takes the Driver’s Seat
The Canada Pension Plan Investment Board: October 2012
Investment Report
Penn Warranty Corporation
Tata Steel Acquisition of NatSteel – Impact on Economic Value Added
The Dermerger of Six Continents PLC (A)
