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Introduction to Modeling Investment Waterfall Distributions: ULI Online Live Workshop
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Held over two sessions, this live online workshop will introduce students to the theory and practical construction of "waterfalls" for existing and new Microsoft Excel spreadsheet models. The waterfall is the method of distributing profits among partners within a transaction. In more complex transactions, profits are not distributed pari passu. (Pari passu is the proportional distribution of profits according to the percentage of capital invested—that is, with an investor who provides 80 percent of the capital receiving 80 percent of the profit.)
During the first session, students will gain a theoretical understanding of what a waterfall is, as well as be exposed to the Microsoft Excel functions required to construct a waterfall. In the second session, students will construct a waterfall from a blank spreadsheet that can be incorporated into all existing spreadsheet models.
Students enrolling should be familiar with basic Excel commands and spreadsheet construction.
Session 1: September 23, 2013 1:30–3:30 p.m. ET
Session 2: September 25, 2013 1:30–3:30 p.m. ET
Roger P. Staiger
Stage Capital, LLC
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