Overview
The Operational Due Diligence for the Limited Partner course is designed for the limited partner looking for an in-depth understanding of how to diligence a private equity fund. Participants will learn process design and best practices integral to risk mitigation to ensure healthy partner relationships.
This live, faculty-led program combines lecture-based learning with interactive networking and group work elements, featuring case studies designed uniquely for LPs by LPs.
Download the Operational Due Diligence for the Limited Partner One-Pager
Audience
This program is part of the ILPA Institute Intensive series of courses, which means this program is designed for the limited partner with more than three years of experience in private equity and is suitable for organizations who both in-source and out-source their operational due diligence.
Key Learning Objectives
- Understand what operational risk is, why operational due diligence matters, and how to scope and design your ODD process
- Learn what documentation to request during your diligence process, which key risk areas to focus on and how to assess the information
- Obtain best practices through the lens of human psychology for how to prepare for and conduct an onsite visit
- Understand how to apply a framework to evaluate results and risk trade-offs of moving forward with a management company and investment
- Learn to develop an ongoing monitoring process and how to identify and react to red flags
Additional Details
Prerequisite
No pre-requisites are required to attend the programPrereading
There are no pre-reading materials for this programCPE Credits
14 CPE CreditsDisclaimer
Institutional Limited Partners Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
CFA Institute: ILPA members have the ability to earn CE credit for their participation in this program and can use their online CE tracker to document it. Any questions can be directed to the CFA Institute at ceprograms@cfainstitute.org.
* Pricing and availability are correct at the date of publication and are subject to change without notice.
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Get Started with the ILPA Institute
No matter where you are in your private equity journey, the ILPA Institute has a path for you. Feel free to explore the different courses and program tiers below, or get your journey started with the ILPA Institute Learning Roadmap.