Join us either virtually or in our offices on Thursday, November 13th, 2025 for Orical's breakfast briefing.

If you plan to join us in person, please note that space is limited. Please email zaslanian@orical.org to reserve your spot.

Doors open at 8:30am

About the Event:

Investment managers today face increasing scrutiny—not just from investors, but also from regulators. Operational due diligence (ODD) reviews and regulatory exams often focus on similar controls, documentation, and risk management practices. Join us for an engaging breakfast briefing hosted by Orical LLC with special guest Michael Merrigan of Shadmoor Due Diligence. We’ll explore best practices for ODD, how expectations vary by strategy and growth stage, and why being ODD-ready also means being exam-ready.

Key Discussion Topics:

• What investors look for in operational due diligence

• Best practices across different strategies and firm stages

• Common red flags and how to address them

• How ODD readiness aligns with regulatory exam preparedness

• Quick wins to strengthen your firm’s operational framework