Valuation Methods and Challenges in Investment Management

Frank Perez is a Managing Director and Head of Operational Due Diligence at Makena Capital, an OCIO whose roots emanate from Stanford’s Endowment.

Prior to joining Makena in 2015, Frank was engaged in ODD efforts at Saguenay Strathmore Capital, Morgan Stanley and UBP where he focused on private equity, real estate, and hedge fund investments. Frank’s background is unique given his risk management experience within several investment banks where he was responsible for conducting due diligence on hedge fund trading counterparties.

Frank goes deep on the ins and outs of ODD, the 5 pillars he follows when assessing a manager, the differences to consider with emerging and mature managers, and common deal breakers.  What is an ODD talk without hearing some stories of when things go a little sideways with a potential manager? I think you will learn a thing or two here. As they say, ODD is not where you win a mandate but you can certainly lose it.

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