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

CDDA Certification Track

2 Days

On-Demand

This workshop-style class focuses on mastering the skills and knowledge the institutional investor, fund managers, and service providers need to effectively conduct comprehensive due diligence on the non-investment risks associated with private funds.

This interactive,  class will provide you opportunities to engage in exercises and case study scenarios to help you master these tasks. The class is highly interactive and consists of instruction, group discussions, presentations from practitioners, case studies and exercises.

Preparing for Operational Due Diligence Review
You will identify and review relevant materials needed to prepare for operational due diligence. You will use your case study findings to take a deeper dive into compliance and regulatory matters. You will evaluate the audited financial documents and determine how to respond when certain red flags are raised

Conducting the On-site for Operational Due Diligence
The hands-on learning exercises will allow you to ask questions, gather information and experience due diligence in action by learning about risk, infrastructure, investment style and strategy, and management controls.

Finalizing the ODD Opinion & Reporting
Identify 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.

Download the Agenda to learn more

Questions? Contact us at members@imdda.org

CDDA Logo

Online

Available October 22, 2019
Cost: $1995 (members)
$2195 (non-member)

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(We'll email them a coupon code to register)

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.

Lifetime access*

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

Individual classes $1995 - $2195

Register for all 4 classes $6,500 = 30% savings
(includes one-year of membership and the CDDA exam registration fee)

*for as long as you remain a member of the IMDDA

Questions? please contact Dan Strachman at Daniel@IMDDA.org