Roundtable Discussion: Operational Due Diligence Issues for Private Funds

Location 225 Franklin Street, Suite 2100

Boston 02110-2804

Calendar September 26, 2018

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

Register now

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

Presenters:

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