Operational Due Diligence - Hedge Funds, 40 act, UCITS and Insurance-linked Funds

CDDA Certification Track

2 Days

 Available Online and In-Person

This class is intended for analysts with experience working with open-ended/liquid funds such as hedge funds, UCITS, 40 act, and insurance-linked funds. However, attendees with experience in other asset classes who are interested in broadening their knowledge of investment due diligence 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 include: 

  • Intro and Conceptual Overview
  • Documents to Review
  • The PPM Case Studies
  • The DDQ
  • Regulatory and complianec
  • IAPD Review
  • ITR Reviews and Red Flags
  • The Onsite
  • Reporting

Download the Agenda to learn more

Questions? Email us at members@imdda.org. 

Next In-Person Class Date: July 23-24, New York City
LImited Spots Available. Register early to avoid disappointment.

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Attend In Person

July 23-24, 2019
Cohn Reznick, NYC
Cost: $1,995 (existing members)
$2195 (including membership)

Online

Available August 25, 2019
Cost: $1,995 (existing members)
$2195 (including 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 Daniel@IMDDA.org