The document outlines iCapital Advisors, LLC's due diligence process for evaluating investment opportunities, including hedge funds. It describes the stages of diligence, from market opportunity assessment to final approval by the Investment Committee. The process involves both internal evaluations and external assistance from Castle Hall Alternatives Inc. for hedge fund due diligence.
documents/vol00010-efta01355316-pdf.pdf
{"key_people":["Greg Martin"],"document_type":"other","document_subtype":"investment advisory document","key_organizations":["iCapital Advisors, LLC","Castle Hall Alternatives Inc."],"reference_numbers":["DB-SDNY-0040402","SDNY_GM_00186586","EFTA01355316"]}