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 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