Description ESG - Environmental, Sustainable and Governance investing is one of the hot topics in the alternative investment industry. ESG mandates and requirements are increasing by pension funds and other institutional investors, requiring investment managers to develop and articulate their ESG policies and manage their portfolio accordingly. The next phase to this trend is the […]
Tue, Jan 24, 2017 1:00 PM - 2:00 PM EDT Investors need to diligence the cybersecurity policies and procedures of their investment managers to assess the risk of potentially devastating cyber-attacks. Of significant concern to investors are protection of their sensitive data and the risk of loss to a fund or investment portfolio resulting from […]
Tuesday, February 21, 2017 | 1:00 PM ET | 6:00 PM GMT Private equity partnership agreements are extremely complex and full of difficult-to-comprehend terms. Many of these provisions have the effect of allowing private equity managers to engage in practices that investors did not intend to permit. As a result, the economics for private equity […]
Thursday, August 24th, 2017 | 1:00 PM GMT | 8:00 AM ET Competition for investments is fierce across the alternatives industry - so what makes an investment manager or fund stand out from the crowd? What role does operational due diligence play in winning institutional assets? For investors, a clearly articulated due diligence program will help identify and respond to […]
Please join us for an important webinar on practical issues in conducting due diligence using case studies such as Canary, Amaranth and Weavering. Thursday, September 26th, 2017 at 2:00 PM GMT | 9:00 AM ET. We will examine issues for operational due diligence practitioners and the consequences of how they played out from a due diligence […]
Today managing the life cycle of third party relationships as part of a risk management process presents a myriad of challenges. The recent financial crisis has placed a spot light on third party due diligence in the US and now the European regulators are asking for heightened due diligence as an integral part of MiFID […]
Wednesday - November 15th - 10AM EST / 3PM GST With less than two months until MiFID II goes live many firms are asking themselves, " Will this impact me and what should I be doing?" The original MiFID (Markets in Financial Instruments Directive) impacted UK and European firms, primarily on the sell side. MiFID II, […]
Diligence Issues in Real Estate Strategies and StructuresJoin us for a free workshop on Apr 17, 2018 at 1:00 PM EDT. Register now! This web-based workshop will focus on the diligence issues arising from the different real estate strategies and structures, including special issues of focus regarding the real estate sponsor and investment adviser and other significant operational […]