Alternative Investment

Webinar Materials: Allocating Money and the Due Diligence Process

In March 2021, Richey May hosted the second webinar in the Richey May Capital Education Series to help answer questions regarding what constitutes investment or operational due diligence and what allocators look at when allocating money. Carl Friedrich and Steve Perrino from Excelsior Investment Advisors, LLC answered these questions and more. The presentation is full of examples of hot topics, deal-killers, and unique approaches to hedge fund due diligence.

For more information about the presentation or the Richey May Capital Education Series or to recommend topics to be covered during the series, please contact Steve Vlasak.