Case Studies

Given the huge amount of money invested in hedge funds and private equity funds by institutional investors, estimated at more than $1.3 trillion, Susan Mangiero was asked by Strafford content leadership to co-create educational materials for lawyers. She collaborated with Attorney Rosemary Fanelli and Attorney Tiffany Santos to produce a course about due diligence best practices, valuation, fiduciary responsibilities, and ERISA rules relating to alternative investments by retirement plans.