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

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.
OE-LF Investment Due diligence
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:

  • Map the Hedge Fund Investment Due Diligence process (IDD).
  • Maximize efficiency when conducting IDD.
  • Develop a risk framework for IDD.
  • Synthesize primary and secondary documents and materials.
  • Plan, prepare for, and conduct the due diligence meeting(s).
  • Integrate ODD into the IDD process.
  • Complete the IDD assessment.
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