If you are fundraising for your first fund, the Institutional Limited Partners Association (ILPA) prepared a template due diligence questionnaire for you. The ILPA Due Diligence Questionnaire (ILPA DDQ) was designed to ease the administrative...
Read moreCFA Institute Book on Manager Selection
If your job is to evaluate fund managers, the CFA Institute published a book on manager selection. The task of manager selection involves more than simply picking active managers with a goal to outperform benchmarks. Investors must practice due...
Read moreColumbia Business Professors on Investment Edge
Any young analyst searching for investment opportunities should focus on discovering their edge. We want to hammer home this point because it is important in developing an investment edge. There are four critical questions you need to ask to...
Read moreBlockchain Conference Discussing Crypto at Wharton
The Penn Blockchain Club at Wharton held their second annual conference on blockchain and cryptocurrencies. Ari Paul, the Chief Investment Officer of BlockTower Capital, shared how institutional investors are beginning to invest in crypto, albeit...
Read moreOaktree Howard Marks on Emotions at Wharton
Last year Howard Marks was interviewed as part of an Investor Series named after him at Wharton. At the Wharton fireside chat, Marks reflected on a successful investment career that spanned a half century. One critical thing he learned was that...
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