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Fundamentals of Alternative Investments: Due Diligence
Due diligence is defined as a set of processes directed toward making informed decisions about investment managers. In this lesson, we explore performance reviews, including investment objectives and the generation of alpha. We cover both structural and strategic reviews and provide an example of the due diligence process for a convertible arbitrage trading strategy. The lesson comments on best practices as put forth by the President’s Working Group on Financial Markets, which identified key areas where due diligence efforts could result in a reduction of systemic risk and increase investor protection.

Oct 29, 2020 12:00 PM in Eastern Time (US and Canada)

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Keith Black, Ph.D, CAIA, CFA, FDP
Managing Director, Content Strategy @CAIA
Keith Black has over thirty years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Content Strategy for the CAIA Association. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology.