Episode 105 - Diving Deeper - Due Diligence in the World of Alternative Investments
Understanding due diligence goes beyond knowing what’s going on. You have to be willing to do the work no matter how mundane it is and be willing to take the time to ensure your investment and investors are in good hands. In this second...
Understanding due diligence goes beyond knowing what’s going on. You have to be willing to do the work no matter how mundane it is and be willing to take the time to ensure your investment and investors are in good hands.
In this second episode in a two-part series of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Chris Carsley in a continuation of their discussion on due diligence in alternative investments. Diving deeper, they discuss about specific areas to focus, inefficiencies, repeatability, and risk management, to name a few.
Here’s what you will expect in this episode:
- Core areas of investment, operations, and investment.
- Economic due diligence and related examples.
- Common areas of focus on investment due diligence
- Inefficiencies, repeatability, and government regulation
- Important areas of operational and business due diligence.
- Be willing to walk away, ignore FOMO.
- Key items when analyzing an investment strategy.
- Portfolio risk, correlation of assets, and counterparty risk
- Investment monitoring and internal risk management
- Valuable suggestions for doing due diligence.
About Chris Carsley:
Chris Carsley brings over 25 years of investment industry expertise specializing in corporate and venture finance, business valuation, business operations efficiency, regulatory compliance practices, securities research, portfolio management, arbitrage trading and hedging. Previously, Chris was Managing Director of Bluewater Global Ltd., an international holding company where he performed corporate analysis and invested in a variety of direct and indirect venture capital projects.
Prior to entering venture capital investments, Chris was responsible for the creation of the business risk and operational due diligence program as a senior member of the investment research and analysis team at Benchmark Plus Management. He was also the head execution trader of futures, options and OTC based trades for the Benchmark Funds. Chris was a trader for Paloma Securities where he negotiated and structured ISDAs, securities lending, and financing agreements that targeted global arbitrage opportunities primarily for Canadian and European markets. Chris was also a senior member of the hedge fund security finance team performing due diligence for the Paloma hedge funds to assist in enhanced finance/margin treatment and short coverage costs.
Chris Carsley Links:
Website: https://kirklandcapitalgroup.com/
LinkedIn: https://www.linkedin.com/in/chris-carsley-cfa-caia-965696/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
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