LP Fee Diligence Unlocked: The Keys to Validating Fee Economics

Conducting diligence on private markets’ fees is complex and requires proficient understanding and detailed analysis to ensure that investors are charged accurately. As the leaders in fee diligence, we understand the substantial impact that improper fee assessments and oversights can have on Limited Partners. 

Unlock the secrets of proper diligence of private markets’ fees in our masterclass led by Richard Stratford, an expert in applying a strategic consultative approach and due diligence techniques that ensure investors are charged accurately. 

In this webinar, we unravel the intricacies of fee validation and reveal the hidden value it can uncover for LPs. We’ll showcase how accurate fee assessments can significantly impact LP returns and mitigate risks, providing you with actionable insights to enhance your investment performance. 

Register for the webinar here.

Our expert speakers

Richard Stratford

New Business & Strategic Initiatives, Dallas

Richard Stratford co-founded Colmore’s fee validation services and led the product’s growth and development from its early stages to its current market-leading status. During this period, Richard advised the SEC and actively supported Colmore’s Limited Partner clients with fee diligence, working with some of the world’s largest investors. In his current role, Richard oversees the strategic direction and execution of fee services and business initiatives across the organization, including product development, client-centric solutions, partnerships, and client relations. With over 12 year’s experience in the alternative assets and financial services sectors, Richard has a background in financial due diligence and M&A advisory, having worked previously at EY and Goldman Sachs.  

April Wu (Host)

Business Strategy and Development, APAC

April Wu leads Colmore’s Business Strategy and Development in Asia Pacific. Prior to Colmore, April spent over 12 years in the financial data & technology industry, advising asset owners and asset managers across public and private markets’ pre and post investment workflows. April started her career in Bloomberg and has held various data management, business development and partnership roles in SS&C Eze, S&P and Allvue Systems. April holds a Double Degree in Bachelor of Business Management and Bachelor of Science (Economics) from Singapore Management University, where she graduated with Magna cum Laude.