Decosimo Provides Leadership for Mastering Due Diligence for Alternative Investments Seminar

NEW YORK, NY (March 30, 2012)– Decosimo, a Top 100 accounting and business advisory firm, is providing support as the lead sponsor for the 4th Annual Mastering Due Diligence for Alternative Investments seminar hosted by the Financial Research Associates (FRA) April 3-4 at New York City’s Princeton Club. Decosimo Principal Karl J. Jordan, CPA, CGMA will chair the two-day due diligence-focused conference.

The conference will explore topics such as due diligence for alternative investments in a post-Madoff world; sensitive liquidity concerns; effective valuation strategies for various alternative investments; emerging managers chances with today’s apprehensive investors; a detailed comparison between alternative mutual funds and private investments; best practices for on-going monitoring, detecting style-shifts, over-exposure and avoiding surprises; accessing crucial information about the management team, board of directors and the succession of the investment staff; managing the class between managers’ desires to protect propriety trading vs. investors’ needs for transparency; how investors can protect their assets against counter-party risk; and a whistleblower’s view on the failure of due diligence. 

Karl Jordan is Decosimo’s alternative investment/hedge fund practice leader and also serves as the Director in Charge of the firm’s Grand Cayman office, Moore Stephens Decosimo Cayman Limited. He has extensive experience in providing services to financial institutions, private investment partnerships, alternative investment partnerships, hedge funds, broker/dealers, real estate companies, captive insurance, investment companies, family offices and high-net-worth individuals. 

Through its highly focused conferences and seminars, FRA provides access to timely, cutting-edge information for the nation’s top executives. Decosimo consistently sponsors FRA’s educational conferences and has lead presentations at recent conferences on such topics as valuation for hard-to-value portfolios and due diligence for institutional investors. 

Perennially ranked as a Top 100 accounting and business advisory Firm, Decosimo is a recognized trusted advisor in the financial services area for their domestic and international clients. With offices strategically located in Tennessee, Georgia, Alabama, Ohio and the Cayman Islands, Decosimo provides audit, tax and advisory services to clients throughout the world. As an independent firm associated with Moore Stephens International Limited, Decosimo has access to resources and professionals in 636 office locations across 100 countries. Together with Moore Stephens, Decosimo offers a global reach while maintaining a local perspective. The Decosimo Financial Services Group furnishes services to financial institutions, alternative investment funds, offshore entities, fund of funds, real estate funds, investment advisors, dealer-brokers and alternative loan and private investment groups. 

Beyond tax and assurance solutions, Decosimo’s Financial Services team provides advisory services for independent due diligence and transaction services; valuation; accounting assistance with fund launches; counsel related to fund structure, fee agreements and complex tax allocation issues; advice on matters of board governance and ethics; and attestation services under the SEC Custody Rule provisions for Registered Investment Advisors. Decosimo’s full service Grand Cayman office, Moore Stephens Decosimo Cayman Limited, helps its domestic and international clients leverage the benefits of a jurisdiction without direct taxation. Learn more at www.decosimo.com/investment.