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

CDDA Certification Track

2 Days

On-Demand

This class focuses on mastering the skills and knowledge the institutional investor needs to effectively conduct comprehensive due diligence on the non-investment risks associated with private funds.

  • Function & Preparation
  • Manager Documentation
  • About the Firm
  • Fund Documentation & Terms
  • Fund Fees, Expenses
  • Carried Interest & Waterfalls
  • Investment Process
  • Compliance & Regulation
  • Audit & Reporting
  • Back Office & Fund Accounting
  • Administration & Cash Controls
  • Valuation
  • Third-Party Service Providers
  • IT, Cyber Security, Disaster Recovery & Business Continuity
  • ODD Report Scope

Questions? Contact us at members@imdda.org

CDDA Logo

Online

Cost: $1995 (members)
$2195 (non-member)

I want to register myself:

I want to pay for other people:
(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

$3,900 - 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

for those already registered

Private Fund IDD  -  Private Fund ODD  -  Public Fund IDD  -  Public Fund ODD