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

This class is intended for analysts with experience working within Closed End/Illiquid Funds. However, attendees with experience in other asset classes who are interested in broadening their knowledge of 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.

CE-IDD Brochure

Topics covered:

  • 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