The 5 Critical Areas of Investment Due Diligence

Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights

内容由Richard C. Wilson, CEO of Family Office Club, Richard C. Wilson, and CEO of Family Office Club提供。所有播客内容（包括剧集、图形和播客描述）均由 Richard C. Wilson, CEO of Family Office Club, Richard C. Wilson, and CEO of Family Office Club 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

4M ago 1:51

MP3•单集首页

Send us a text

In 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 consistently followed?
- Performance: What has the fund's performance been like? Is it understandable and repeatable? We’ll discuss how to assess the metrics that matter.
- Plans: What are the future plans for the fund? Are the strategies realistic and aligned with investment goals?
- Platforms: What technology and platforms are being utilized to manage the business? Are they efficient, or is the fund relying on outdated methods like Excel?
----------------------------------------------
Watch the Youtube video : https://youtu.be/B0EuFbhll88

754集单集