Demystifying Private Capital Due Diligence with CAIA Seattle & CAIA Minnesota

Videos

New research from CAIA Association suggests that investors place higher emphasis on qualitative factors when performing due diligence on private capital managers, a stark contrast to the quantitative factors typically emphasized with hedge funds and traditional investment managers. This panel answers the following questions: What are the most important questions to ask during the manager research process? What are the most important qualitative factors to consider? What are some of the biggest differences between performing investment and operational due diligence on liquid strategies vs. illiquid strategies?