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

CDDA Certification Track

2 Days

September 23-24, 2019

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

In-Person Class: September 23-24, 2019 in New York City
Contact us at members@imdda.org to register your interest in the next available course.

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Attend In Person

September 23-24, 2019
1301 6th Ave, NYC
Registration:
$1,995 (existing members)
$2195 (includes 1 yr membership)

Online

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

I want to register myself:

I want to pay for other people:
(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.

For as long as you remain a member, you will have access to these and the new recordings of this class as we update it throughout the years, included.

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

The classes below are available now via on-demand video

Individual classes $1995 - $2195

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

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