Principles of Manager Due Diligence and Selection

Capital Suites 6/13 │ Level 3

Tom Brakke, CFA
Author, The Research Puzzle

Phillip Sundquist, CFA, Moderator
Managing Director
Sundquist Advisory LLC

  • Understanding and evaluating a manager’s organizational structure and culture
  • Breaking down and understanding a manager’s investment process
  • How to conduct an appropriately thorough due diligence and selection process
  • Exploring manager incentives, capacity issues, and the impact of size

Topical Track: Asset Management