Scharfman Private Equity Operational Due Diligence

Tools to Evaluate Liquidity, Valuation, and Documentation
1. Auflage 2012
ISBN: 978-1-118-22416-8
Verlag: John Wiley & Sons
Format: PDF
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 400 Seiten, E-Book

Reihe: Wiley Finance Editions

A step-by-step guide to develop a flexible comprehensiveoperational due diligence program for private equity and realestate funds
Addressing the unique aspects and challenges associated withperforming operational due diligence review of both private equityand real estate asset classes, this essential guide providesreaders with the tools to develop a flexible comprehensiveoperational due diligence program for private equity and realestate. It includes techniques for analyzing fund legal documentsand financial statements, as well as methods for evaluatingoperational risks concerning valuation methodologies, pricingdocumentation and illiquidity concerns.
* Covers topics including fund legal documents and financialstatement analysis techniques
* Includes case studies in operational fraud
* Companion website includes sample checklists, templates,spreadsheets, and links to laws and regulations referenced in thebook
* Equips investors with the tools to evaluate liquidity,valuation, and documentation
* Also by Jason Scharfman: Hedge Fund Operational DueDiligence: Understanding the Risks
Filled with case studies, this book is required reading forprivate equity and real estate investors, as well as fund managersand service providers, for performing due diligence on thenoninvestment risks associated with private equity and real estatefunds.

Autoren/Hrsg.

Scharfman, Jason A.

Über Autor(innen)

JASON A. SCHARFMAN is a Managing Partner at Corgentum Consulting. He performs operational due diligence reviews of hedge funds, private equity, and real estate funds on behalf of institutional investors, pensions, high net worth individuals, and ERISA plans. Prior to forming Corgentum, he was the Director of Operational Risk at Graystone Research (Morgan Stanley). As Director, he was responsible for managing global operational risk assessment for all U.S., Asian, and European funds. His articles have appeared in Pension & Investments and FINAlternatives.com. He also teaches a course at New York University, has consulted with the U.S. House Judiciary Committee on the subject of hedge fund and private equity regulation, and provided training to financial regulators on the subject of hedge fund and private equity due diligence.