tag:blogger.com,1999:blog-816559531110064247.post352825706208365982..comments2024-03-08T01:03:44.522-08:00Comments on Humble Student of the Markets: Hedge fund due diligence: the visitCam Hui, CFAhttp://www.blogger.com/profile/09672203690656029787noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-816559531110064247.post-75902211884812378472009-03-03T07:00:00.000-08:002009-03-03T07:00:00.000-08:00Scott – Thank you for your comments. Your correct,...Scott – Thank you for your comments. Your correct, asking sensible and investigative questions is what OPDD is all about, assuming you understand the underling complexities of hedge funds. Anyone suggesting otherwise is just foolish.Cox Owenhttps://www.blogger.com/profile/09234795423781316508noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-28068615228003480472009-03-03T06:41:00.000-08:002009-03-03T06:41:00.000-08:00Author/ Bernard – There are two options here, you ...Author/ Bernard – There are two options here, you can either ask these questions or not. Are you suggesting that we as investors do not ask these questions? ????????? I’m not sure if you have read the other post but this list of questions does come from a methodology. Feel free to e-mail me at the above address if you would like to continue this discussion in more depth or if I can help in any way.Cox Owenhttps://www.blogger.com/profile/09234795423781316508noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-43610977864839428042009-03-03T06:30:00.000-08:002009-03-03T06:30:00.000-08:00institutional investor - Thank you for the comment...institutional investor - Thank you for the comments. As far as 3rd party valuation groups go, they play a vital role to the independent valuation process. Check out Navigant Capital Advisors. For your OMS take a look at Quod Financial, this is a very robust OMS/EMS in one application. Feel free to e-mail me at the above address if you would like to continue this discussion in more depth.Cox Owenhttps://www.blogger.com/profile/09234795423781316508noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-52845956524154570122009-03-02T12:32:00.000-08:002009-03-02T12:32:00.000-08:00Spot on post. We ask almost the same sensible que...Spot on post. We ask almost the same sensible questions and have never had a problem with our manager selection.Scotthttps://www.blogger.com/profile/16807272803950468131noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-20493453503545927602009-02-27T18:47:00.000-08:002009-02-27T18:47:00.000-08:00Another on point post Cox. One of the risk manage...Another on point post Cox. One of the risk managers that reports to my office pointed out your articles. A couple of questions. 1. What do you think of third party valuation groups? Can you recommend any? 2. We are looking into upgrading our OMS, do you have any opinions on the latest applications? By the way, some of the folks at GS recommended you to us today.Institutional investorhttps://www.blogger.com/profile/06529241460282353725noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-66977593496268015072009-02-25T16:52:00.000-08:002009-02-25T16:52:00.000-08:00Wow, I rarely say this but the other poster is cor...Wow, I rarely say this but the other poster is correct! Cam you are du egg head d'jure with this stuff - normally spot on but a bit snarky and way off here!!! It's about proper methodologies not your bloddy lists sir - I am surprised you don't get this.Unknownhttps://www.blogger.com/profile/05683585319674821228noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-1222038285529783462009-02-23T16:02:00.000-08:002009-02-23T16:02:00.000-08:00Oh man do you have it wrong! Checklists? That's so...Oh man do you have it wrong! Checklists? That's so pre-Madoff. It's checklists like your that got us in this mess.Unknownhttps://www.blogger.com/profile/12977165891962987573noreply@blogger.com