Public Workshop: “Advanced Due Diligence and Manager Selection”

The November workshop has been cancelled. To receive notifications of the 2019 workshops as they are announced, please sign up here.

The workshop experience offers an in-depth examination of due diligence and manager selection, with a goal of improving your skills and the practices of your organization.

While the core of the learning experience is the two-day workshop, there is much more to it. You will be connected with other participants via an electronic workgroup for six weeks. In advance of the workshop, preparatory information is exchanged and discussed; afterwards, there is further examination of important topics.

Plus, you will have a one-on-one phone consultation with Tom Brakke following the workshop to help in applying the concepts that have been explored to your organization.

Improving due diligence practices

All organizations are messy.

Not that you’d know that by reading most due diligence reports, which focus mostly on the documentation and recitation of a manager’s story. What you need are strategies and tactics to crack that narrative and to discover the true characteristics of a manager. Differential design of the due diligence process leads to a better understanding of the factors that will shape a manager’s prospects for the future.

The workshop is structured to provide new ways of investigating and analyzing investment management organizations.

Improving manager selection processes

If “all organizations are messy,” you won’t locate a perfect manager — and making a decision about which to choose will involve weighing the attractive aspects against the less promising ones.

Which characteristics of an investment management organization lead to success? Have you been able to identify them and consider which are most important? On what basis should decisions be made (and are they made that way)?

Lacking sufficient parameters to guide manager selection, you can end up with a process that’s easily buffeted. Instead, it should be grounded in concepts, values, and structures which are established in advance and which fit your particular organization and situation.

More topics

Among the many topics addressed in the workshop are:

And, creating a robust process within your organization to investigate, evaluate, and select managers using new ideas and approaches.

Learning environment

The workshop is conducted in a classroom setting. There is extensive use of case studies and examples, plus there are interactive exercises designed to foster the direct learning of the participants.

The goal of the workshop is to surface the ideas and skills of the group while exploring the most important areas of due diligence and manager selection. There is a focus on identifying the weak parts of current practice and identifying new avenues of approach.

Via the online workgroup, concepts can be explored in detail in advance and after the workshop itself, deepening and extending the discovery process.

Finally, the one-on-one consultation after the in-person workshop will aid you in adapting the new ideas to your organization.

Who should attend

The workshop is centered on core principles that can be applied regardless of the kind of organization for which you work. Emphasis will be placed upon how you adapt those principles for use in different situations.

Institutional asset owners, family offices, investment advisory firms, fund-of-funds managers, consultants, and those who choose subadvisors for products or invest in asset management firms will gain new insights into the allocation process.

Attendees benefit from learning from others who are in similar circumstances, and also from those in different kinds of investment organizations. The diversity of perspectives provides an understanding of how different allocators approach the process, which drives manager strategies, narratives, and asset flows.

Questions? Send Tom an email or schedule a call.