Investment Fund Due Diligence in Private Markets

Investment Management

A movement of “democratization” of private market investments is allowing smaller size organizations and individuals to access private equity, private debt, and unlisted real assets, like real estate and infrastructure. This session will cover the processes, tools and resources at the disposal of wealth managers, family offices, small institutional organizations and their advisors to assess the quality of the strategies and managers they are contemplating. Come hear this panel of seasoned professionals discuss their operational and investment due diligence methods, especially in the context of a pandemic that has constrained face-to-face meetings and on-site evaluations.

The link to log in to the webinar will be sent to you the day before.

The discussions will be held in English, with a follow-up Q&A in both English and French.

PANELISTS

Amanda Outerbridge
Managing Director
HarbourVest
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Esther Zurba
Director
Castle Hall Diligence
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MODERATOR

Brian Cyr, CFA
Managing Director - Private Markets
Samara Multi-family Office
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agenda

PANEL | 12:00 PM

Q&A | 12:45 PM

END | 1:00 PM

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