Please join Duff & Phelps for a roundtable discussion regarding operational due diligence issues for private equity, private debt and venture capital funds. Our discussion will focus on what institutional investors should be looking for and, as a result, how managers should be preparing.
Schedule: 8:30 a.m. – 10:00 a.m. (EDT)
Breakfast will be served
Discussion topics include:
- Why investors should include ODD as a critical part of private fund investing
- What are current institutional best practices that private fund managers should be deploying?
- Important regulatory and accounting changes and their impact on fund managers including CECL and CFIUS
- Key areas of regulatory investigation including fund valuations and expense allocation
- Case studies
Valuation and consulting for financial reporting, federal, state and local tax, investment and risk management purposes.Valuation Advisory
Alternative Asset Advisory
Transparent valuations of illiquid investments and complex securities and liquidity solutions through secondary market transactions.Alternative Asset Advisory
Alternative investment valuation for private equity and hedge funds.Portfolio Valuation
July 28 - August 1, 2019
June 26-30, 2019 Two Grasslawn Avenue, Hilton Head Island, SC 29928