October 23-24, 2018 - New York City This Professional Level program focuses on the skills and knowledge the institutional investor, fund managers, and service providers need to be empowered with to understand performing due diligence on the non-investment risks associated with private equity funds to develop a comprehensive operational due diligence program. Each day will […]

November 6-7, 2018 - NYC This program provides students with the tools needed to continue to monitor investment managers, understand the role of technology in both investment management and operations as well as how to make sure information gathered prior is still relevant, pertinent and truthful.   Prerequisite knowledge: A deep and thorough background in […]

December 4-5, 2018 - London This program focuses on the skills and knowledge the institutional investor needs to be empowered to understand the transaction, to assess the value of the transaction and to ensure that returns and rewards are greater than the risks and exposure of the transaction. Classes are each one full day from […]

December 5-6, 2018 - NYC Covering Private Equity funds, Private Credit funds, Real Estate Funds, and VC funds, this interactive class will help you prepare for the operational due diligence onsite review. Through case studies and group collaboration, you will identify and review relevant materials needed to prepare for operational due diligence. On day 2, […]

February 5-6, 2019 - NYC 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 […]