The Brinker Due Diligence Team - Due Diligence and How to Do it Right

Sep 24, 2024

Ask episode

Chapters

Transcript

Episode notes

Today, Rusty and Robyn are joined by John Hoffman, Ryan Alderman, Jimmy Dooling, Greg King and Chris Hart from Brinker’s Due Diligence team.

Key Takeaways

[04:10] - The professional background of each of our guests today and what led them to Brinker.
[09:06] - If they had to do due diligence on a due diligence team, what would they look for in that situation and what are some of the characteristics of a good due diligence team?
[11:35] - How do they set themselves apart from other due diligence teams in the industry?
[14:02] - How does the team go about finding new ideas and how does their “shopping list” get created?
[15:58] - When the team is considering managers and strategies, what factors and attributes are they looking for in particular?
[17:46] - Learn more about the Brinker Capital “guiding star” reports. What do they cover in these reports and who gets to read them?
[19:40] - Do they have any stories of due diligence meetings that have gone terribly wrong?
[22:55] - Advice and preparation tips for investment firms that want to be interviewed by the Brinker due diligence team?
[25:44] - Recommendations for people who are interested in becoming due diligence analysts.
[27:07] - What are each of our guests favorite investment ideas for the near future?
[30:36] - How do each of our guests maintain their health, both physical and mental, to ensure they can perform at the high level demanded by this industry?
[33:36] - Who are some of the colleagues and mentors that each of the guests are thankful for?
[37:26] - Book, podcast and music recommendations from our guests.

Quotes

[12:43] - “I would say also, to extend on Jimmy’s point, [our due diligence team is] a bit more nimble…I think being a smaller, more collaborative team gets us the ability to execute a little bit more efficiently, [and to] make decisions a little bit more quickly [while] not sacrificing our process along the way.”

[16:43] - “Process driven philosophies, being able to quantify why it works and being consistent in how you implement it, I think, are the biggest 3 things that we look for [when considering managers and strategies].”

Links

Connect with Us

Disclosure(s) - Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”)

Compliance Code: 2360-OPS-9/13/2024