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Webinar

Private capital frontiers: Reinventing due diligence

Overview

As private opportunities proliferate, robust due diligence is critical. Learn what top-tier selection looks like—and how to avoid costly blind spots.

Timings:

11:00 AM ET | 4:00 PM GMT 

In partnership with CFA Society Dallas/Fort Worth.

This webinar is eligible for 1 PL credit. CFA Institute members can add the credit to their tracker.

Key takeaways

  • Build an institutional-grade manager selection and evaluation framework.
  • Spot red flags early in opaque private offerings.
  • Strengthen operational due diligence and risk governance.

Speakers

Allison Adams

Head, Research Products & Services | CFA Institute

Allison Adams headshot
Joel Stewart , CFA

Principal, LKCM Headwater Investments

Joel Stewart headshot
David Fann

Partner, VSS

David Fann headshot
Zach Kerr , CFA

Senior Portfolio Manager, Three Bell Capital

Zach Kerr headshot
Bruce H. Cundick , CFA

Former Chief Investment Officer, Funston Advisory Services

Bruce H. Cundick headshot

Webinar

Private capital frontiers: Reinventing due diligence

Complimentary