Due diligence in manager selection has become too much of a standardized documentation process. It should be an investigative discovery process. Rather than focusing on past performance of individual managers, the focus in due diligence should be on the defining characteristics of the investment management organizations where the managers work. In the long run, organizational structure, not past performance, is likely to drive future performance.
Join us as we explore the challenges in performing proper due diligence with Tom Brakke, CFA.
About the Evening
Join us for cocktails with one of the best views of Tampa. That's followed by a delicious meal with great dinner conversation.
Who Should Attend
All financial professionals who want develop a fuller understanding of how this important decision making process impacts organizational structure and possible future performance.
This meeting is FREE for members and associates of CFA Society Tampa Bay (part of the CFA Passport Program). $50 for non-CFA Society members. $30 for CFA Registered Candidates and Students.
Park in the Old Fort Brooke Municipal Garage (corner of Whiting and Franklin) On the third floor of the parking garage, take the walkway to One Tampa City Center.
5:15 pm - Networking and Cash Bar
6:00 pm - Dinner and Program
7:30 pm - Meeting Concludes