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Intelligo at Stonehaven Partners (EP.21)

Investment Management Operations

00:00

Navigating Contracts, Due Diligence, and Investor Outreach

Exploring the intricacies of contract negotiation, due diligence, and investor communication within the investment management realm, highlighting the importance of clear communication and client expectation management. The chapter also addresses the evolving landscape of Operational Due Diligence (ODD) technology and emphasizes the critical need for assessing investment suitability and underwriting risk for emerging managers.

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