NYAIR Episode 29 – The Evolution of Operational Due Diligence From The Investor’s Perspective

As time changes and the investment industry evolves, fund managers are constantly looking at how their firm is conducting due diligence on a fund. Over time, the investment industry has seen various changes, which will be addressed on this call by a leading consultant for the alternative investment industry.  Listen in to learn more about staying current in operational due diligence and how to implement best practices in your firm.

Michael Merrigan, is the Founder and Managing Partner at Shadmoor Advisors, Inc., an operational due diligence/operational risk consulting firm.  Prior to founding Shadmoor in March 2014, Mr. Merrigan was a Managing Director at Gottex Fund Management, a fund of hedge funds with assets under management exceeding $5 billion, and a member of Gottex’s Investment Committee.  As Global Head of Operational Due Diligence at Gottex, Mr. Merrigan led a team of four individuals based in the U.S., Europe, and Asia that conducted the operational due diligence on over 150 hedge funds with varying investment strategies.

Prior to his four years at Gottex, Mr. Merrigan implemented the first in-house operational due diligence program at General Motors Asset Management, one of the world’s largest pension plans, with assets under management exceeding $100 billion.

Mr. Merrigan has focused his career on alternative investments, working as a hedge fund analyst at HRJ Capital, a boutique firm, and at Credit Suisse.  Mr. Merrigan began his career working in the operations group of GAMCO Investors.  Mr. Merrigan is a 1997 graduate of Boston College.

The call will be moderated by Robert Akeson, COO of Mirae Asset Securities (USA).

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