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

CDDA Certification Track

2 Days

 Online, On-Demand

Industry Veteran and Due Diligence Expert Kelly DePonte teaches this engaging, thought-provoking and comprehensive class.

Topics covered - For detail on each topic please download the full agenda

  • Welcome, Introductions, and Class Overview
  • Private Funds in Context
  • Track Record Analysis and Benchmarking
  • Access and Targeting
  • Fund Launch: Official Start of the Process
  • Workshop: Analyzing a Pitchbook
  • First Physical Meeting
  • Onsite Due Diligence and ODD
  • Emerging Managers
  • Legal Reviews and Background Checks
  • Emerging Markets
  • The Final Decision
  • The Current Market and Final Questions

Download the Agenda to learn more

Questions, need group pricing? Contact us at Hello@imdda.org

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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