Operational Due Diligence - Hedge Funds, 40 act, UCITS and Insurance-linked Funds
CDDA Certification Track
2 Days
Available Online
Industry Veteran and Due Diligence Expert John Ward teaches this engaging, thought-provoking and comprehensive class.
Topics covered include:
- Welcome and Class overview
- Documents to Review (Overview)
- Fund Structuring – The PPM Case Studies
- The DDQ
- Regulatory and Compliance AFS
- Review 40act & UCITS
- IAPD Review
- Audited Financial Statements
- Audited Financials Case Studies
- ITR Reviews & Red Flags
- Investor Relations: Your First Point of Contact
- The COO: A window Into Culture & Controls
- The CFO & Controller: Counterparties & Collateral
- The CFO & Controller: Cash Controls & Valuations
- The CCO: Evaluating the Culture of Compliance
- The CTO: Evaluating IT/BCP & Cybersecurity
- ODD Risk Assessment
- Ongoing ODD Monitoring Challenges
- Recap
Download the Agenda to learn more
Questions? Email us at hello@imdda.org
Online
Available August 2, 2019
Cost: $1995 (existing members)
$2195 (includes 1 yr membership)
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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.
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