Lisa K. Tesarik, CFA
Managing Director, Manager of Product & Platform 
CIBC BANK USA 
Chicago, Illinois

Does your firm or the firms that you oversee have a strong investment due diligence process in place? Can you or the firm easily answer the question: “Please describe your process for hiring and, if necessary, firing a manager?”

Lisa will address these questions as she discusses the importance and key attributes of having a robust investment oversight process. Her session will cover:

• The fundamental components to establish a structured program for  the search, selection and oversight of investment managers.
• Ways in which to maintain the integrity of the established process.
• Whether due diligence is needed for firms using only proprietary strategies or passive investments or even just a consultant.