It is "incredibly risky" for institutional investors not to investigate a management firm for sexual harassment issues, not just from a moral standpoint ... but also from a business standpoint. The failure to investigate potential sexual harassment at any investment management firm indicates that Due Diligence and therefore fiduciary duty is incomplete, and leaves investors […]
July 17-18, 2018 - NYC Class begins with lectures and hands on review of fund documents and materials. The students will work in groups to dissect and evaluate offering documents, regulatory filings and marketing material in addition to reviewing due diligence questionnaires and fund management information in order to be properly prepared to conduct an […]
September 5-6, 2018 - New York City Covering Private Equity and Hedge Funds, attendees will experience an onsite due diligence meeting through a unique partnership created by the IMDDA and investment managers. The hands-on learning exercises will allow students to ask questions, gather information and experience due diligence in action by learning about risk, infrastructure, […]
September 5-6, 2018 - London This program provides students with the tools needed to continue to monitor investment managers, understand the role of technology in both investment management and operations as well as how to make sure information gathered prior is still relevant, pertinent and truthful. This class is a component of both the […]
September 18-19, 2018 - London This Professional Level program focuses on the skills and knowledge the institutional investor, fund managers, and service providers need to be empowered with to understand performing due diligence on the non-investment risks associated with private equity funds to develop a comprehensive operational due diligence program. Each day will begin at […]
October 16-17, 2018 - New York This program focuses on the skills and knowledge the institutional investor needs to be empowered to understand the transaction, to assess the value of the transaction and to ensure that returns and rewards are greater than the risks and exposure of the transaction. Each day will begin at 8:30 am with […]
October 23-24, 2018 - New York City This Professional Level program focuses on the skills and knowledge the institutional investor, fund managers, and service providers need to be empowered with to understand performing due diligence on the non-investment risks associated with private equity funds to develop a comprehensive operational due diligence program. Each day will […]
November 6-7, 2018 - NYC This program provides students with the tools needed to continue to monitor investment managers, understand the role of technology in both investment management and operations as well as how to make sure information gathered prior is still relevant, pertinent and truthful. Prerequisite knowledge: A deep and thorough background in […]
December 4-5, 2018 - London This program focuses on the skills and knowledge the institutional investor needs to be empowered to understand the transaction, to assess the value of the transaction and to ensure that returns and rewards are greater than the risks and exposure of the transaction. Classes are each one full day from […]
December 5-6, 2018 - NYC Covering Private Equity funds, Private Credit funds, Real Estate Funds, and VC funds, this interactive class will help you prepare for the operational due diligence onsite review. Through case studies and group collaboration, you will identify and review relevant materials needed to prepare for operational due diligence. On day 2, […]