CAIA - Chartered Alternative Investment Analyst Association

Chronicles of an Allocator: DEI Issue

It’s been widely acknowledged throughout the investment industry that increased diversity leads not only to better business outcomes but also to better investment outcomes too. Nevertheless, the rate of change in diversifying the racial and gender make up of our industry and our portfolios continues to be slow. The latest issue of Chronicles features articles and webcasts that explore the state of DEI in asset management and the ways that the industry can better welcome and advance new, more diverse voices and talents.

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Identifying Red Flags in Private Markets Due Diligence

There are a lot of pressures on limited partners to “deploy” capital in a hot market environment. Nevertheless, taking the time to complete a thorough due diligence process is very important to avoid making bad decisions. Private equity investing is a long-term business, and while it may seem otherwise in the heat of the battle, you almost always get another bite at the apple. Jamie Ebersole, CFA, CFP, CEO, Ebersole Financial, LLC shares his perspective: Do good work, don’t compromise on your standards, and build good relationships, and you will be well on your way to success. And hopefully, some of these insights will help you get there.

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