Conducting Due Diligence on
MultiManager Hedge Funds

Come learn from industry experts on how to approach the daunting process of running due diligence on multi-manager funds.

Due diligence webinar

A key component of analyzing a multi-manager fund includes strategically prioritizing relevant investment criteria. With three decades of experience in capital allocation, our team has processes to evaluate the many factors that impact a fund’s performance. Leverage our templates and frameworks to evaluate how you invest.

Learn from industry veterans with extensive experience at multi-strat funds, family offices, and fund-of-funds.

Adopt a proven, standardized evaluation process to streamline your due diligence with investment and operational criteria.

Impress stakeholders by aligning team efforts and presenting a transparent decision-making framework that evidences your logic.

Why Strategic Due Diligence is a GameChanger

Strategic due diligence separates exceptional allocators from effective ones. Come hear insights on how to maximize your resources and provide your team with valuable insights for your diligence processes Areas of conversation will include:

Score Due Diligence Criteria

Quantify your decision-making process with weighted criteria.

Clarify your Objectives

Mitigate cognitive biases and focus on data-driven information.

Standardize Evaluation

Build a consistent process to assess a manager’s track record, philosophy, expertise, and operational strengths.

Enhance Stakeholder Alignment

Share precise, documented observations to align stakeholders’ interests.

Score Due Diligence Criteria

Clarify your Objectives

Standardize Evaluation

Enhance Stakeholder Alignment

Quantify your decision-making process with weighted criteria.

Mitigate cognitive biases and focus on data-driven information.

Build a consistent process to assess a manager’s track record, philosophy, expertise, and operational strengths.

Share precise, documented observations to align stakeholders’ interests.

How We Serve Allocators

Register Here

Led by Rich Bello, COO and co-founder of Blue Ridge Capital and Blue Ridge Partners, this webinar brings together a team of seasoned professionals from top-tier firms.

Rich built his own family office and multifamily offices for other portfolio managers and analysts. He is ready to replicate his decision-making process for other allocators.

We support allocators and evaluate managers so you can maximize your investments.

Register Here

LOCATION: ZOOM

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Your Speakers

John v

John Verberkmoes

Senior Advisor, Arootah Addepar, Citadel, Bridgewater Associates, McKinsey & Co

John has 14 years of experience managing systematic and quantitative investment strategies. Most recently, John was the COO of Citadel Asset Management’s Convertible Arbitrage Business which encompassed a number of strategies including Convertible Arbitrage, Systematic Credit, Credit Structure Arbitrage and Equity Volatility. Prior to Citadel, John held a number of senior investment positions at Bridgewater Associates. These included Head of Portfolio Research and Oversight and Head of Execution Research and Oversight. Prior to his investment career, John was a consultant at McKinsey & Co.

Michael alexander

Michael Alexander

Senior Advisor, Arootah CIO, TwinVines Single Family Office

An accomplished investment professional, Michael brings over 20 years of expertise in managing alternative investment portfolios for institutional clients and family offices. As Chief Investment Officer at TwinVines Inc., Michael oversees a customized alternative investment portfolio for a Single Family Office. With extensive knowledge across asset allocation, portfolio management, and due diligence practices spanning multiple asset classes and geographies, Michael excels in facilitating informed investment decisions. Michael effectively leads investment committee meetings and collaborates with board members, and family office stakeholders.

Your Ticket Includes

Take the first step toward mastering due diligence with confidence. Don’t miss this chance to align your team, refine your strategies, and streamline your evaluation process. Seats are limited—register now to secure your spot and transform your approach to allocation.

Your ticket includes access to:

Food beverages

The Due Diligence Skills Assessment

Discover your strengths and areas for improvement with a 5-minute assessment.

Allocator principle book

The Allocator Principles

Get a free copy of Rich’s book if you attend and book an Arootah Advisory discovery call.

This book provides a structured roadmap to navigating due diligence, includes actionable strategies, and industry best practices.

Allocation Business Advisors

We have a robust lineup of advisors at Arootah who bring decades of investment and portfolio management experience. As proven leaders, they are committed to your success. Take a look at who you’ll be working with.

A.L. A.L. is a portfolio manager, leading investments in direct and indirect investment strategies, including public equity, private equity, co-investments, hedge funds, and other alternatives. His specialties are:

  • Experienced investment professional with over 10 years of experience
  • Proven leader in investing in sophisticated Family Offices
  • Portfolio Manager specializing in direct and indirect investment strategies
  • Expertise in public equity, private equity, co-investments, hedge funds, and alternative investments
  • Focus on identifying and investing in strong businesses with excellent management teams
  • Impressive track record with an annualized return of +26% and 83% “batting average.”
  • Former Research Analyst for a long/short equity hedge fund within a multi-billion AUM family office
  • Background in Management Consulting with global experience in various cities

A.G. A.G. is a highly experienced CPA/PFS and CFP® with over 20 years of accounting, finance, and wealth planning expertise. Her career highlights include successfully restructuring family office accounting and banking departments, managing ultra-high-net-worth clients, and leading planning and advisory teams. Her specialties are:

  • Highly experienced CPA/PFS and CFP® with over 20 years of expertise
  • Specializes in accounting, finance, and wealth planning
  • Extensive work with high-net-worth families, businesses, and family offices
  • Offers strategic consulting, tax planning, and comprehensive financial services
  • Successful in restructuring family office accounting and banking departments
  • Skilled in managing ultra-high-net-worth clients and leading planning teams
  • Proficient in advanced tax planning, outsourced CFO advisory, and personal financial planning
  • Deep understanding of wealth management and integration with investment management services

D.Y. D.Y. has held key positions at reputable firms, where he played integral roles in managing multi-billion-dollar portfolios and conducting thorough due diligence across various asset classes. His specialties are:

  • Accomplished investment professional with over 10 years of experience
  • Experience managing multi-billion-dollar portfolios across various asset classes
  • Specialization in venture capital, private equity, hedge funds, and crypto
  • Proficient in risk evaluation, portfolio management, and driving diversity in investment manager selection
  • Additional experience in corporate banking, financial services consulting, and IT audit
  • Active involvement in philanthropic efforts, supporting underprivileged children in the Caribbean
  • Well-rounded perspective on investment strategies and client service

H.H. H.H. holds expertise in optimizing operations, reducing costs, and enhancing productivity. She’s held key roles in various organizations, overseeing financial and operational functions and contributing to informed decision-making. Her specialties are:

  • A highly accomplished senior executive with expertise in global business strategy and sustainable market growth
  • Strong background in strategic operations, financial planning, and marketing
  • Experienced in business development, capital acquisition, and corporate governance
  • Skilled in budget management, risk mitigation, and effective communication
  • Founder of an advisory and consulting firm
  • Exceptional strategic acumen, financial expertise, and interpersonal skills

K.D. K.D. is an accomplished financial executive with treasury management, accounting, tax compliance, and operations expertise. He has extensive experience managing banks and brokerages, separately managing accounts, and accounting and tax compliance for various investment entities across different asset classes. His specialties are:

  • Accomplished financial executive with expertise in treasury management, accounting, tax compliance, and operations
  • Experienced in managing multi-generational single-family offices
  • Proficient in treasury, accounting, tax, operations, and concierge services
  • Skilled in relationship building with auditors, administrators, and legal advisors
  • Key roles in transitioning outsourced offices, investment due diligence, and investment accounting
  • Results-oriented and entrepreneurial approach to financial management and analysis

M.K. M.K. excels in developing innovative solutions to meet evolving client objectives. He possesses a deep understanding of technology solutions that drive the success of investment firms. He has been key in driving business growth, optimizing asset allocation, and managing investment portfolios. His specialties are:

  • Accomplished investment professional with expertise in portfolio management, asset allocation, and manager research
  • Focus on client relations and innovative solutions
  • Deep understanding of technology solutions for investment firms
  • Strong communication skills to translate investment strategies to clients
  • Proven track record in driving business growth and optimizing asset allocation
  • Experience in risk management, performance analytics, and traditional and alternative investments

M.B. M.B. is an accomplished financial services executive with a strong portfolio management, security selection, and business strategy background. She promotes personal finance education and gender and racial equity in the financial markets. Her specialties are:

  • Accomplished financial services executive with expertise in portfolio management and security selection
  • Advocate for personal finance education and gender and racial equity in the financial markets
  • Successful management of multi-strategy alternative funds with lower volatility and drawdowns
  • A thought leader in the industry, speaking at conferences and publishing insights on investing
  • Adjunct Professor and founder of a personal finance information platform

R.M. R.M. is an experienced financial professional with an MBA, a CFA (active), and a CPA (inactive) with over 20 years of experience as a CFO in the private equity industry and currently serves as a fractional CFO for multiple private equity firms. His specialties are:

  • Experienced financial professional with expertise in private equity and CFO roles
  • Fractional CFO for numerous private equity firms, overseeing financial and operational activities
  • Co-founder and strategic partner of a multifamily office serving wealthy families’ comprehensive needs
  • Strong skill set in fundraising, compliance, and transaction support
  • Extensive experience driving financial success and providing strategic guidance

S.W. S.W. has a career spanning several decades and has held various leadership roles in financial management and administration. He was key in creating customized investment structures and managing estate planning for family members and entities. His specialties are:

  • Highly experienced financial professional with a focus on the family office industry
  • Leadership roles in financial management and administration, including CFO and President positions
  • Expertise in accounting, tax, trust administration, governance, and compliance
  • Strong track record in creating customized investment structures and managing estate planning
  • Deep understanding of investment accounting and financial instruments

S.H. S.H. is a results-oriented investment professional with over 20 years of experience in finance, financial services, and asset management. He has held executive roles, managing portfolios, conducting due diligence, and making allocation decisions for high-net-worth individuals, institutions, and investment entities. His specialties are:

  • Results-oriented investment professional with expertise in equity, venture capital, and alternative investments
  • Executive roles managing portfolios, conducting due diligence, and making allocation decisions
  • Strong relationships with shareholders and sell-side analysts
  • Strategic financial efforts, wealth management, and risk and performance reporting
  • Analytical skills, strategic thinking, and track record of success

Y.S. Y.S. is the Head of Investment Strategy at a family office. He played a key role in the office's founding and led sourcing and due diligence on investments across various industries and asset classes. His specialties are:

  • Experienced investment professional with expertise in investment strategy and portfolio management
  • Key role in the founding of a family office, leading sourcing and due diligence on investments
  • Contribution to the development and launch of proprietary investment indices and managed ETFs
  • Success in developing a novel private fund strategy for bitcoin exposure
  • Experience as an investment advisor and equity research analyst, with expertise in industry research and stock recommendations

J.A. J.A. is the Founder and Managing Partner of a consultancy firm, where she provides expert guidance to family offices. Her diverse expertise and leadership abilities bring strategic vision and success to the organizations she works with. Her specialties are:

  • Experienced professional with expertise in family office consulting and executive leadership
  • Background in business development, investor relations, and client advisory
  • Founder and Managing Partner of a consultancy firm guiding family offices
  • CEO of a family office and member of YPO (Young Presidents’ Organization)
  • Strong leadership abilities and strategic vision in the finance industry

A.L. A.L. is a portfolio manager, leading investments in direct and indirect investment strategies, including public equity, private equity, co-investments, hedge funds, and other alternatives. His specialties are:

  • Experienced investment professional with over 10 years of experience
  • Proven leader in investing in sophisticated Family Offices
  • Portfolio Manager specializing in direct and indirect investment strategies
  • Expertise in public equity, private equity, co-investments, hedge funds, and alternative investments
  • Focus on identifying and investing in strong businesses with excellent management teams
  • Impressive track record with an annualized return of +26% and 83% “batting average.”
  • Former Research Analyst for a long/short equity hedge fund within a multi-billion AUM family office
  • Background in Management Consulting with global experience in various cities

A.G. A.G. is a highly experienced CPA/PFS and CFP® with over 20 years of accounting, finance, and wealth planning expertise. Her career highlights include successfully restructuring family office accounting and banking departments, managing ultra-high-net-worth clients, and leading planning and advisory teams. Her specialties are:

  • Highly experienced CPA/PFS and CFP® with over 20 years of expertise
  • Specializes in accounting, finance, and wealth planning
  • Extensive work with high-net-worth families, businesses, and family offices
  • Offers strategic consulting, tax planning, and comprehensive financial services
  • Successful in restructuring family office accounting and banking departments
  • Skilled in managing ultra-high-net-worth clients and leading planning teams
  • Proficient in advanced tax planning, outsourced CFO advisory, and personal financial planning
  • Deep understanding of wealth management and integration with investment management services

D.Y. D.Y. has held key positions at reputable firms, where he played integral roles in managing multi-billion-dollar portfolios and conducting thorough due diligence across various asset classes. His specialties are:

  • Accomplished investment professional with over 10 years of experience
  • Experience managing multi-billion-dollar portfolios across various asset classes
  • Specialization in venture capital, private equity, hedge funds, and crypto
  • Proficient in risk evaluation, portfolio management, and driving diversity in investment manager selection
  • Additional experience in corporate banking, financial services consulting, and IT audit
  • Active involvement in philanthropic efforts, supporting underprivileged children in the Caribbean
  • Well-rounded perspective on investment strategies and client service

H.H. H.H. holds expertise in optimizing operations, reducing costs, and enhancing productivity. She’s held key roles in various organizations, overseeing financial and operational functions and contributing to informed decision-making. Her specialties are:

  • A highly accomplished senior executive with expertise in global business strategy and sustainable market growth
  • Strong background in strategic operations, financial planning, and marketing
  • Experienced in business development, capital acquisition, and corporate governance
  • Skilled in budget management, risk mitigation, and effective communication
  • Founder of an advisory and consulting firm
  • Exceptional strategic acumen, financial expertise, and interpersonal skills

K.D. K.D. is an accomplished financial executive with treasury management, accounting, tax compliance, and operations expertise. He has extensive experience managing banks and brokerages, separately managing accounts, and accounting and tax compliance for various investment entities across different asset classes. His specialties are:

  • Accomplished financial executive with expertise in treasury management, accounting, tax compliance, and operations
  • Experienced in managing multi-generational single-family offices
  • Proficient in treasury, accounting, tax, operations, and concierge services
  • Skilled in relationship building with auditors, administrators, and legal advisors
  • Key roles in transitioning outsourced offices, investment due diligence, and investment accounting
  • Results-oriented and entrepreneurial approach to financial management and analysis

M.K. M.K. excels in developing innovative solutions to meet evolving client objectives. He possesses a deep understanding of technology solutions that drive the success of investment firms. He has been key in driving business growth, optimizing asset allocation, and managing investment portfolios. His specialties are:

  • Accomplished investment professional with expertise in portfolio management, asset allocation, and manager research
  • Focus on client relations and innovative solutions
  • Deep understanding of technology solutions for investment firms
  • Strong communication skills to translate investment strategies to clients
  • Proven track record in driving business growth and optimizing asset allocation
  • Experience in risk management, performance analytics, and traditional and alternative investments

M.B. M.B. is an accomplished financial services executive with a strong portfolio management, security selection, and business strategy background. She promotes personal finance education and gender and racial equity in the financial markets. Her specialties are:

  • Accomplished financial services executive with expertise in portfolio management and security selection
  • Advocate for personal finance education and gender and racial equity in the financial markets
  • Successful management of multi-strategy alternative funds with lower volatility and drawdowns
  • A thought leader in the industry, speaking at conferences and publishing insights on investing
  • Adjunct Professor and founder of a personal finance information platform

R.M. R.M. is an experienced financial professional with an MBA, a CFA (active), and a CPA (inactive) with over 20 years of experience as a CFO in the private equity industry and currently serves as a fractional CFO for multiple private equity firms. His specialties are:

  • Experienced financial professional with expertise in private equity and CFO roles
  • Fractional CFO for numerous private equity firms, overseeing financial and operational activities
  • Co-founder and strategic partner of a multifamily office serving wealthy families’ comprehensive needs
  • Strong skill set in fundraising, compliance, and transaction support
  • Extensive experience driving financial success and providing strategic guidance

S.W. S.W. has a career spanning several decades and has held various leadership roles in financial management and administration. He was key in creating customized investment structures and managing estate planning for family members and entities. His specialties are:

  • Highly experienced financial professional with a focus on the family office industry
  • Leadership roles in financial management and administration, including CFO and President positions
  • Expertise in accounting, tax, trust administration, governance, and compliance
  • Strong track record in creating customized investment structures and managing estate planning
  • Deep understanding of investment accounting and financial instruments

S.H. S.H. is a results-oriented investment professional with over 20 years of experience in finance, financial services, and asset management. He has held executive roles, managing portfolios, conducting due diligence, and making allocation decisions for high-net-worth individuals, institutions, and investment entities. His specialties are:

  • Results-oriented investment professional with expertise in equity, venture capital, and alternative investments
  • Executive roles managing portfolios, conducting due diligence, and making allocation decisions
  • Strong relationships with shareholders and sell-side analysts
  • Strategic financial efforts, wealth management, and risk and performance reporting
  • Analytical skills, strategic thinking, and track record of success

Y.S. Y.S. is the Head of Investment Strategy at a family office. He played a key role in the office's founding and led sourcing and due diligence on investments across various industries and asset classes. His specialties are:

  • Experienced investment professional with expertise in investment strategy and portfolio management
  • Key role in the founding of a family office, leading sourcing and due diligence on investments
  • Contribution to the development and launch of proprietary investment indices and managed ETFs
  • Success in developing a novel private fund strategy for bitcoin exposure
  • Experience as an investment advisor and equity research analyst, with expertise in industry research and stock recommendations

J.A. J.A. is the Founder and Managing Partner of a consultancy firm, where she provides expert guidance to family offices. Her diverse expertise and leadership abilities bring strategic vision and success to the organizations she works with. Her specialties are:

  • Experienced professional with expertise in family office consulting and executive leadership
  • Background in business development, investor relations, and client advisory
  • Founder and Managing Partner of a consultancy firm guiding family offices
  • CEO of a family office and member of YPO (Young Presidents’ Organization)
  • Strong leadership abilities and strategic vision in the finance industry