Back in April 2023, CFA Society Singapore hosted an exciting and practical session focused on the private equity and venture capital due diligence process for family offices. Led by Steve Balaban, CFA – contributing author on private equity for the CFA Program – the presentation offered valuable insights into navigating this complex area, such as:
- Formulating questions in the due diligence process.
- How to maximize due diligence meetings with private equity funds.
- Specific tips for Singaporean family offices based on family office case studies from around the world.
Steve’s engaging presentation style empowered attendees to ask questions freely, creating a lively and memorable session. Thanks to all the CFA Society Singapore members who participated and made the event a success!