ADISA's Focus on Alternatives Podcast Series

S7E8 - The Latest in Everything Due Diligence

April 02, 2024 Alternative & Direct Investment Securities Association Season 7 Episode 8
S7E8 - The Latest in Everything Due Diligence
ADISA's Focus on Alternatives Podcast Series
More Info
ADISA's Focus on Alternatives Podcast Series
S7E8 - The Latest in Everything Due Diligence
Apr 02, 2024 Season 7 Episode 8
Alternative & Direct Investment Securities Association

Due diligence is the first –and one of the most essential—parts of the investment process. It can also be one of the most challenging.

Join Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets, and Jacob Heidkamp, co-president and principal at FactRight, as they discuss the continuing evolution of the due diligence process. Learn more about the latest regulatory updates, including Reg BI and others, along with modern resources that can support broker-dealers and RIAs in the due diligence process. 

Show Notes

Due diligence is the first –and one of the most essential—parts of the investment process. It can also be one of the most challenging.

Join Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets, and Jacob Heidkamp, co-president and principal at FactRight, as they discuss the continuing evolution of the due diligence process. Learn more about the latest regulatory updates, including Reg BI and others, along with modern resources that can support broker-dealers and RIAs in the due diligence process.