A.R.I. Wednesday Webinar Series: Best Practiced in Fund Operational Due Diligence

Overview

Join Zack Ellison, CFA, CAIA, Managing General Partner and CIO of Applied Real Intelligence LLC (”A.R.I.”), alongside a panel of industry experts, for a discussion on best practices in fund operational due diligence (ODD).

Speakers

Queenie Chang, Global Head of Operational Due Diligence, Partners Capital
Desmond Low-Kum, Managing Principal, Diligent Controls
Julianne Recine, Managing Director, Alternative Asset Advisory Group, Kroll
Dave Umbricht, Managing Director, Shadmoor Advisors

Topics of Discussion

• Overview of Fund ODD
• Optimizing the ODD Review Process for Allocators and Funds
• Best Practices for Building an Institutional-Quality Fund
• Key Documentation of Processes and Controls
• The Importance of the Due Diligence Questionnaire (DDQ)
• Building a Best-in-Class Data Room
• Identifying Tier 1 Service Providers
• Most Common ODD Red Flags
• ODD Differences Between Emerging and Established Funds
• Attracting Capital by De-Risking Operations
• Trends: New Methodologies, ODD Automation, Remote ODD

Register

https://us06web.zoom.us/webinar/register/WN_0dLEr68uQ6W41yDPe52AXw