Back to Research Center Main Menu Back to Recommended Content Asset Allocation Setting up a Family Office Hedge Funds and Private Equity Managers Fees Books Back to Memberlink® Home Page	Doing Diligence FORESITE A list of questions investors should consider asking when interviewing a manager. Addresses both the quantitative and qualitative aspects of traditional and nontraditional manager due diligence.           Notes from the Due Diligence Files: Potential Signs of When Not To Invest HANDOUT This session will look back anecdotally at seven years of conducting qualitative hedge fund manager interviews, and propose some anecdotal rules about when not to invest.           A Road Map: Choosing Advisors To Help Your Family With Governance and Family Dynamics HANDOUT This handout provides general tips for your selection process.           Questionnaire for Prospective Consultants ADVISOR UPDATE Lydian Wealth Management provides a list of questions and topics that families should consider when seeking or interviewing prospective consultants.           Who's the Better Quarterback? Your Investment Manager or Your Consultant? AUDIO RECORDING What are the advantages of an investment manager's approach to open architecture vs. a pure consultant approach?           What's Wrong with Open Architecture? HANDOUT The cornerstone of Open Architecture is the belief that objectivity in manager selection can result in superior investment returns. This session discusses conflicts of interest with open architecture, issues of tax inefficiency and other little-known problems of the typical open architecture firm.           One Investor's Letter on Mutually Agreed-to Expectations FORESITE ARTICLE "I would like to outline some of the expectations we have, so we can be sure we embark on this process with a shared understanding. Specifically, here is what we are looking for you to do..."
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