The document outlines iCapital Advisors, LLC's due diligence process for evaluating investment opportunities, specifically focusing on hedge funds. It describes a five-stage selection process, including market opportunity assessment, manager identification, initial diligence, deep dive diligence with Castle Hall Alternatives Inc., and final approval by the iCapital Investment Committee. The document emphasizes the importance of a unanimous vote by the Investment Committee for marketing investment opportunities.
doj/DataSet10/EFTA01394431.pdf
{"key_people":["Lawrence Hirsch"],"document_type":"correspondence","document_subtype":"memo","key_organizations":["iCapital Advisors, LLC","Castle Hall Alternatives Inc."]}