Closed-End/Illiquid Funds Investment Due Diligence

(PE, VC, Private Debt & Credit, Real Assets, Infrastructure)

CDDA Certification Track

2 Days

April 30-May 1, 2019, NYC or online

This class is intended for mid to senior level analysts with three (3) or more years' 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:

  • Private Equity Funds in Context
  • Track Record Analysis and Benchmarking
  • Monitoring, Targeting, and access
  • Fund Launch
  • First Physical Meeting
  • Onsite Due Diligence and ODD
  • Legal Review and Background
  • The Final Decision

Download the Agenda to learn more

Questions? Contact us at members@imdda.org