The Brinker Due Diligence Team - Due Diligence and How to Do it Right

Episode • Sep 24, 2024 • 43m

Today, Rusty and Robyn are joined by John Hoffman, Ryan Alderman, Jimmy Dooling, Greg King and Chris Hart from Brinker’s Due Diligence team.

Key Takeaways

[04:10] - The professional background of each of our guests today and what led them to Brinker.
[09:06] - If they had to do due diligence on a due diligence team, what would they look for in that situation and what are some of the characteristics of a good due diligence team?
[11:35] - How do they set themselves apart from other due diligence teams in the industry?
[14:02] - How does the team go about finding new ideas and how does their “shopping list” get created?
[15:58] - When the team is considering managers and strategies, what factors and attributes are they looking for in particular?
[17:46] - Learn more about the Brinker Capital “guiding star” reports. What do they cover in these reports and who gets to read them?
[19:40] - Do they have any stories of due diligence meetings that have gone terribly wrong?
[22:55] - Advice and preparation tips for investment firms that want to be interviewed by the Brinker due diligence team?
[25:44] - Recommendations for people who are interested in becoming due diligence analysts.
[27:07] - What are each of our guests favorite investment ideas for the near future?
[30:36] - How do each of our guests maintain their health, both physical and mental, to ensure they can perform at the high level demanded by this industry?
[33:36] - Who are some of the colleagues and mentors that each of the guests are thankful for?
[37:26] - Book, podcast and music recommendations from our guests.

Quotes

[12:43] - “I would say also, to extend on Jimmy’s point, [our due diligence team is] a bit more nimble…I think being a smaller, more collaborative team gets us the ability to execute a little bit more efficiently, [and to] make decisions a little bit more quickly [while] not sacrificing our process along the way.”

[16:43] - “Process driven philosophies, being able to quantify why it works and being consistent in how you implement it, I think, are the biggest 3 things that we look for [when considering managers and strategies].”

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Disclosure(s) - Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”)

Compliance Code: 2360-OPS-9/13/2024

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