Operational Due Diligence for Multi-Asset Portfolios

Operational Due Diligence For Multi-Asset Portfolios

Operational Due Diligence for Multi-Asset Portfolios

Join DiligenceVault in our upcoming webinar ‘Operational Due Diligence for Multi-Asset Portfolios’ on April 11 at 10am ET and 4pm CET, where our expert panelists discuss the various ODD trends, insights and best practices for multi-asset portfolios.

  • How are ODD programs for long only, Hedge Funds (HF) and private markets similar? How are they different?
  • What are the key risk factors for each asset class in 2024?
  • What tools are required for a multi-asset ODD program? How do you scale such a program?
  • What lessons learned from HF ODD can be applied to long only and private markets?


Register Here:
https://us02web.zoom.us/webinar/register/8417103329200/WN_Euw0EkBdSaSZ6iuLwN9ivQ#/registration


Panelist Details:

1. Bram Vennegoor, Operational Due Diligence Officer – MN

Bram is a member of the Operational Due Diligence (ODD) team of MN, a large Dutch fiduciary asset management firm. In this role, Bram is responsible for providing and maintaining an independent opinion on all external investment managers contracted by MN on behalf of institutional pension fund clients. Bram has 15 years of experience in institutional ODD across various traditional and alternative asset classes. Before joining MN in 2023, Bram was a Partner at Lestrade, a Dutch ODD consultant. Between 2009 and 2021, he was a senior member of the ODD team of PGGM, another Dutch fiduciary asset manager. Bram holds an MSc in Business Economics from the University of Amsterdam. He is also a CFA and CAIA Charterholder.

2. Rima Parikh, Head of Operational Due Diligence Officer – Brown Advisory

Rima is a partner and serves as head of operational due diligence at Brown Advisory. She is responsible for conducting operational due diligence on third party private equity, hedge funds, mutual funds and UCITS managers. Prior to joining the firm, Rima was a vice president at Citi Private Bank where she conducted operational due diligence primarily on third party private equity, real estate and hedge fund managers. Prior to this, she was a vice president at Duff & Phelps where she conducted operational due diligence on hedge funds, private equity, and REITs.

3. Peter Comes, Director – Shadmoor Advisors

Peter Comes joined Shadmoor as a Director in January 2023. Prior to working with Shadmoor, Mr. Comes was working in a business development capacity for Enfusion. Prior to his time at Enfusion, Mr. Comes held operational due diligence roles at Blackstone, SkyBridge , and Mercer. Prior to his work in operational due diligence, he was focused on compliance, working at both ACA Group and as a field supervisor for the National Futures Association. Mr. Comes is a 2009 graduate of the University of Illinois Urbana Champaign.

Date: April 11, 2024    Time: 10am EST | 4pm CET

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