The bad news on the economy is unrelenting. Companies—entire industries—are collapsing and millions of jobs are disappearing. Clients want answers, while you feel responsible for their investment losses and doubtful about your ability to help them. These are difficult days, if not overwhelming. In this presentation, Sharon Hoover, executive leadership coach, shows you how to manage the demands being made on you in these tough times.
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March 13: Due Diligence On Alternative Investments: Never Be "Madoffed" And Show Clients Transparency
Performing due diligence on investments is more important than ever, as is being able to prove to clients and prospects that you run an honest advisory business. In this presentation, Jason Sharfman, author of the recently published book "Hedge Fund Operational Due Diligence: Understanding the Risks," will tell you how to perform investment and operational due diligence and how to create policies and procedures that ensure transparency when investors are performing due diligence on your firm.

Before founding Corgentum, Scharfman oversaw due diligence for a $6 billion alternative investment allocation group called Graystone Research at Morgan Stanley. He was also a senior member of a team that oversaw all of Morgan Stanley’s hedge fund operational due diligence efforts allocating $13 billion to a firm-wide platform of over 300 hedge fund managers across multiple investment strategies.

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