Linkedin Youtube
Contact Us

Silver Joins AIMA Panel to Discuss the Investor Due Diligence Process

Lisa Klar, the leader of Silver’s Due Diligence Preparation Services business line, is participating in an AIMA panel discussion on March 25, 2022. The webinar is titled, “How to Prepare for Investor Due Diligence,” and will guide participants through what to do, and what not to do, during the due diligence process.

The institutional investor due diligence review can be a daunting process for investment managers, particularly new and emerging fund managers. Providing a smooth experience for investors is critical and takes preparation and dedication.

Please join AIMA and Silver’s Lisa Klar, the leader of Silver’s Due Diligence Preparation Services business line, in a lively virtual discussion of the complexities around due diligence, what institutional investors want to know and how you can prepare to successfully answer their questions. Hear the perspectives of a hedge fund manager, two institutional investors and a consultant who will guide participants through what to do, and what not to do, during the due diligence process.

When:  March 25, 2022 (Friday)

11:00 am – 12:00 pm ET 

Where: Virtual Panel Discussion       

Panelists:

  • Regina Cho, Investment Director, Crewcial Partners
  • Jessica Holsey, Executive Director, GCM Grosvenor
  • Lisa Klar, Klar Consulting LLC, Due Diligence Advisor, Silver
  • Viviane Mao, Partner, Shorevest
  • Michelle Noyes, Head of Americas, AIMA (moderator)

Register for the Event Here

 

Share the Post:

Filter by Topic

SilverVision Archive

Navigating Cybersecurity Compliance Amid Global Instability

July 18, 2025 No Comments

With geopolitical tensions on the rise, cybersecurity risks have been heightened for RIAs and private fund managers, requiring firms to go beyond the basics and build cyber compliance programs that are strategic, proactive and SEC exam-ready. This roadmap will help RIAs and fund managers navigate this evolving ecosystem with clarity and confidence.

Read More »

Cybersecurity Under the Microscope: What the SEC’s 2025 Exam Priorities and Reg S-P Updates Mean for Private Fund Managers

May 23, 2025 No Comments

Silver was recently featured in an article published by the New York Law Journal discussing how recent SEC rule changes have placed cybersecurity squarely at the center of compliance expectations for private fund managers and registered investment advisers. With updated Reg S-P rules, private fund managers must adopt tested, documented policies and respond swiftly to breaches.

Read More »