Financial Poise
PE VC Hedge Funds - Due Diligence

Due Diligence Before Investing

Private funds face strong challenges even before deploying their capital, but knowing when and where to source new investments requires an entirely different set of problem-solving skills. Professionals at private funds have to scrutinize target assets with quantitative and qualitative research and other due diligence. In this webinar, we discuss the performing due diligence from the perspective of private equity, venture capital and hedge fund professionals. This webinar also touches on the due diligence a potential investor in a private fund should do on the fund.


Webinar Faculty

Moderator:

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Michele Itri

Michele Itri is the Co-Chair of the Tax Law Practice at Tannenbaum Helpern Syracuse & Hirschtritt LLP. Michele Itri’s practice focuses on the tax and legal aspects of investment funds,… Read More

Panelists:

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David Lorry

David S. Lorry is a Managing Director & Senior Counsel at Versa Capital Management, LLC in Philadelphia. Mr. Lorry has more than 20 years of business and legal experience advising… Read More

Jonathan Friedland
Jonathan Friedland

Jonathan Friedland is a senior partner in Sugar Felsenthal Grais & Helsinger LLP’s Chicago office. He is ranked AV® Preeminent™ by Martindale.com, has been repeatedly recognized as a “SuperLawyer”, by Leading… Read More

Keith D. Bank
Keith D. Bank

Keith Bank is the founder and CEO of a sports/tech focused venture capital firm, KB Partners. He founded and serves on the Board of Directors of Club Champion Golf and… Read More

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