Due Diligence Beyond Returns: What Are the Key Metrics and “Red Flags” When Evaluating Fund Managers and Investment Partners?

1.45pm – 2.30pm AEDT, 17 March 2026 ‐ 45 mins

Session

This session moves beyond simple returns to explore the critical due diligence process for evaluating fund managers and investment partners. Tim Samway will explore the essential metrics to assess, identify key "red flags" that signal caution, and compare the process of evaluating a fund management business versus a direct fund investment, drawing out valuable lessons for attendees.