Thought Leadership Round-Up: Manager Research and Due Diligence

It would seem the current trend of Zoom Diligence might be here to stay for some time, so in addition to our own recent thought leadership on the topic, we’ve rounded up the following summary of high value content covering suggestions for conducting virtual due diligence and best practices for manager research in general. This collection of research, articles and webinars was selected from across the unique ecosystem of the alt allocations space, including Alternatives Watch, CAIA Association, Talking Hedge Events and our own Vidrio Insights blog.

CAIA’s Alternative Investment Due Diligence & Manager Selection Resources: The CAIA Association’s online resources includes a selection of valuable thought leadership for due diligence and manager selection, including a survey and related webinar, which report on the qualitative factors of importance to LPs and GPs during the manager research process. Visit https://caia.org/due-diligence to learn more.

Geared for Institutional Investors, Alternatives Watch is a daily news platform that covers the rapidly evolving world of alternative investments. Their accurate and timely snapshots include ongoing coverage of investor mandate activity as well as manager news across private markets: hedge fund, private equity, private credit, infrastructure and real estate. Among the excellent reporting and practitioner profiles, you’ll find this growing collection of Due Diligence articles. Visit www.alternativeswatch.com to subscribe and read more.

Talking Hedge is a shining example of a nimble and innovative events organization that has managed throughout the pandemic to maintain uninterrupted delivery of high value virtual events, designed to bring together alternative investment managers, institutional investors, industry solutions providers, and academics to talk about the tough issues and vast opportunities in alternative investing. The first webinar in their 2021 Spring Series, More Art than Science: The Critical Importance of Qualitative Due Diligence, was moderated by Aaron Filbeck of the CAIA Association, in conversation with Ranjan Bhaduri, President, Gryphon Capital Management, LLC, Keith Black, PhD, CFA, CAIA, FDP, Director, Managing Director, Content Strategy, CAIA Association and Esther Zurba, CAIA, Director, Castle Hall. Visit https://talkinghedgeevents.com/events/ to see their complete 2021 lineup.

Vidrio's first Coffee and a Conversation in November 2020 presented ideas for allocators who have had to adapt their processes to harness the opportunities of a virtual environment. This recap summarizes the key points from the conversation, including audience poll results and recorded snippets from the presentation on virtual analysis of body language. More recently, at the end of February 2021, we were pleased to welcome guest speaker Kamal Suppal, Chief Investment Auditor of the Boston-based, Emerging Markets Alternatives. Kamal joined our own Willett Bird to discuss the nuances of conducting due diligence on private market funds/managers and best practices that allocators and LPs should consider during their research processes.  Check out our audio stream of our Coffee and Conversations. 

About Vidrio Insights

The Vidrio team of experts is in ongoing dialogue with industry-leading asset allocators, fund managers and partners to ensure we deliver high value thought leadership. Our industry insights are focused on helping you to better operate in the moment and plan for the future, so we hope you find value in the above round-up and welcome your input on future topics to highlight.

Erika joined Vidrio in July 2020 to lead marketing and communications, including our thought leadership and client engagement programs.

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