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Open-End/Liquid Funds Investment Due Diligence, covering: (Hedge Funds, 40 act, UCITS, Insurance-linked)

February 19 - February 20

$1995 – $2195

Held in New York City, this class is intended for analysts with experience working with open-ended/liquid funds such as hedge funds, UCITS, 40 act, and insurance-linked funds. However, attendees with experience in other asset classes who are interested in broadening their knowledge of investment due diligence will benefit, as well.

The two-day class uses a variety of instruction methods, class attendees can expect an engaging and highly interactive class experience. Attendees will benefit from large and small group discussions, guest practitioners sharing their expertise and answering their questions, working through case studies, and completing work simulations. To ensure interactivity and individual attention class size is limited to 15 people. Space is only available on a first come first served basis so please do not hesitate to register as the class will fill up.

Group pricing is available - if this is something you're interested in, please get in touch with Sonal Patel - sonal@imdda.org


What you will learn:

Using case studies and real-world examples, attendees will participate in discussions, complete materials for use back on the job, and develop their own process for completing Investment Due Diligence (IDD). In this two-day class, the attendees will:

  • Map the Hedge Fund Investment Due Diligence (IDD) process.
  • Maximize efficiency when conducting IDD.
  • Develop a risk framework for IDD.
  • Synthesize primary and secondary documents and materials.
  • Plan, prepare for and conduct the due diligence meeting(s).
  • Integrate ODD into the IDD process.
  • Complete the IDD assessment.

You can download the class details using the form below:

Open End IDD Brochure Graphic


Tickets are not available as this event has passed.


February 19
February 20
$1995 – $2195
Event Categories:


New York Office
1301 6th Ave
New York, NY 10019 United States
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