We are excited to announce the launch of our first in-person User Advisory Board meeting in #Boston! Asset owners, asset allocator, and asset manager users of the platform will gather to discuss: ● Key dynamics in due diligence requests, ongoing monitoring questionnaires, and portfolio transparency, and how these influence overall investor/manager relationships ● The benefits of a DDQ and how it informs onsite discussions ● The bespoke vs. standard DDQ debate To learn more about our industry exchange and our User Advisory Board, visit: https://lnkd.in/eWeqmDH9 To join the event, follow the RSVP instructions below. Dan Sullivan, CAIA® Jacqueline Bruen #userengagement #duediligence #assetmanagement #RFPs #DDQs
Join us next Tuesday - June 11th at 3pm for an interactive session - 'Beyond the DDQ' in Boston. Consultant, Insurance, Manager Research, and Endowment clients of DiligenceVault will cover how investment and operational diligence impact on-site meetings and investor/manager relationships. This will be a great event for DiligenceVault users in Investor Relations, Capital Formation, Fundraising, Consultant Relations, or Client Services roles at asset managers. Light refreshments and drinks will follow. For more information and to RSVP, kindly email Dan Sullivan, CAIA® at [email protected] #InvestmentDueDiligence #OperationalDueDiligence #InvestorRelations #ConsultantRelations #Fundraising
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2moExciting news!😊🎉