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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(We'll email them a coupon code to register)
CDDA Due Diligence Course
The classes within this course will provide the knowledge needed to conduct complete due diligence on any type of fund and includes all the resources needed to take the Chartered Due Diligence Analyst (CDDA) Exam in confidence.
Public Fund Operational Due Diligence - Hedge Funds, 40 act, UCITS and Insurance-linked Funds
Instructor - John Ward
Private Fund Investment Due Diligence - PE, VC, Private Debt & Credit, Real Assets, Infrastructure
Instructor - Kelly DePonte
Private Fund Operational Due Diligence - PE, VC, Private Debt & Credit, Real Assets, Infrastructure
Instructor - Vincent Molino
Public Fund Investment Due Diligence - Hedge Funds, 40 act, UCITS, Insurance-linked funds
Instructor - David Regan
COURSE REGISTRATION
$4,900 - includes all four classes, a one-year membership, and the CDDA exam registration fee.
ENTERPRISE MEMBERSHIP
Access and training for the entire firm. Discounts begin for a few as three members.
Questions? please contact Dan Strachman at Daniel@IMDDA.org
Direct class access
Private Fund IDD - Private Fund ODD - Public Fund IDD - Public Fund ODD