Investment Due Diligence - PE, VC, Private Debt & Credit, Real Assets, Infrastructure

CDDA Certification Track

2 Days

June 20-21, 2019, NYC or online

This class is intended for analysts with experience working within Closed-End/Illiquid Funds. However, attendees with experience in other asset classes who are interested in broadening their knowledge of will benefit as well.

Through the use of a variety of instruction methods, class attendees can expect an engaging class experience. Class 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.

Topics covered - For detail on each topic please download the full agenda

  • Welcome, Introductions, and Class Overview
  • Private Funds in Context
  • Track Record Analysis and Benchmarking
  • Access and Targeting
  • Fund Launch: Official Start of the Process
  • Workshop: Analyzing a Pitchbook
  • First Physical Meeting
  • Onsite Due Diligence and ODD
  • Emerging Managers
  • Legal Reviews and Background Checks
  • Emerging Markets
  • The Final Decision
  • The Current Market and Final Questions

Download the Agenda to learn more

Questions, need group pricing? Contact us at


Attend In Person

June 20-21, 2019
1301 6th Ave, NYC
Cost: $1995 (existing members)
$2195 (includes 1 yr membership)


Available July 22, 2019
Cost: $1995 (existing members)
$2195 (includes 1 yr membership)

CDDA Due Diligence Course

Classes are a deep dive into their respective subjects. Upon completion of these training sessions, you will be well prepared to pass the Chartered Due DIligence Analyst exam and earn your CDDA accreditation.
Included are the videos of each class for future reference.

For more information or to download the agenda, click the class listing

All 4 classes $6,500
(includes one-year of membership and the CDDA exam registration fee)

Individual classes $2195

Questions? please contact Dan Strachman at