The 5 Critical Areas of Investment Due Diligence

Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights - A podcast by Richard C. Wilson, CEO of Family Office Club

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Send us a textIn this video, at one of our investor panels at the Family Office Club event, One of our speakers dives into the 5 P Method, a powerful framework for evaluating investment funds and managers. We'll break down each component:- People: Who are the individuals behind the fund? What are their backgrounds? Are the right people in the right roles at the right time?- Processes: What processes are in place for selecting and managing investments? Are these processes documented and consis...