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Private Equity Operational Due Diligence: Tools to Evaluate Liquidity, Valuation, and Documentation by Jason A. Scharfman

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About the Author

Jason A. Scharfman is the Managing Partner of Corgentum Consulting, a provider of comprehensive operational due diligence reviews of alternative investments including hedge funds, private equity, real estate, and funds of hedge funds. He is recognized as one of the leading experts in the field of operational due diligence and is the author of Hedge Fund Operational Due Diligence: Understanding the Risks (John Wiley & Sons, 2008). Mr. Scharfman has participated in operational due diligence reviews of over 200 private equity and real estate funds of multiple strategies across the globe, including REITs, clean-tech funds, direct property holdings, multiyear vintage funds, Asian infrastructure funds, Eastern European utility and infrastructure funds, commodity funds (timber, oil, gold, etc.), and private equity funds of funds.

Before founding Corgentum, he oversaw the operational due diligence function for Graystone Research at Morgan Stanley and was a senior member of a team that oversaw all of Morgan Stanley's operational due diligence efforts for hedge funds, private equity, real estate funds, and funds of hedge funds. Prior to joining Morgan Stanley, he held positions that focused primarily on due diligence and risk management within the alternative investment sector at Lazard Asset Management, SPARX Investments and Research, and Thomson Financial.

Mr. Scharfman received a BS in Finance with an additional major in Japanese from Carnegie Mellon University, an MBA ...

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