Preparing for a Hedge Fund Operational Due Diligence onsite meeting – Masters Level

November 2 – 3, 8am to 5pm

The New York Times Building | 37th Floor | 620 Eighth Avenue | New York City

Class begins with lectures and hands on review of fund documents and materials. The students will work in groups to dissect and evaluate offering documents, regulatory filings and marketing material in addition to reviewing due diligence questionnaires and fund management information in order to be properly prepared to conduct an onsite due diligence meeting.

This class is a component of the Hedge Fund Operational Due Diligence Master’s Level Certificate

Prerequisite knowledge:

• A deep and thorough background in the financial markets and securities
• A complete understanding of financial products including; hedge funds, private equity and separate account platforms
• Strong knowledge and experience working with financial statements
• Knowledge and understanding of investment strategies