Alternative Investments: Due Diligence Red Flags

Blogs/Articles
Written By Chris Carsley

Kirkland Capital Group Chief Investment Officer Chris Carsley’s paper, Alternative Investments: Due Diligence Red Flags, was published in the prestigious CAIA Blog, Portfolio for the Future. This paper provides important, and accessible, education to investors on how to identify and vet certain red flags during the pre-investment due diligence process.

There are several areas where investors in Alts funds need to ensure they understand the risks and conflicts of interests that can create a misalignment between manager and investor. Identifying these factors is not enough. Investors must know which questions to ask and where to look to root out these potential snags. The challenge for most investors is figuring out the actual questions to ask. Chris and his co-author, John Canorro, provide example questions that even a new to Alts investor can ask fund managers.

Read the paper now: Alternative Investments: Due Diligence Red Flags

Chris Carsley

Chris Carsley has 29 years of investment industry expertise specializing in portfolio management, risk management, valuation, regulatory compliance practices, corporate and venture finance, business operations efficiency, research & analysis, and hedging.

Chris is currently Managing Partner and Chief Investment Officer for Kirkland Capital Group. He is responsible for portfolio management, risk assessment, and fund operations for the Kirkland Income Fund a micro-balance commercial real estate bridge financing fund. Chris is also a managing partner of Arch River Capital LLC that currently manages a seed/angel fund.

He is Co-head of the executive board of the Seattle CAIA chapter that launched in 2017. He earned his Chartered Financial Analyst (CFA) designation in 1998, Chartered Alternative Investment Analyst in 2011, and holds a BBA from the University of Portland.

https://linkedin.com/in/chriscarsley
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