Secondaries investors evaluate large, diversified portfolios under compressed timelines, with the level of detail and underlying company visibility differing by transaction type.
In this context, screening is embedded in the underwriting workflow, not a one-off exercise: it helps apply investment guidelines, support LP opt-outs, prioritize follow-up diligence, and enable ongoing monitoring over the life of the investment.
Join this webinar to hear Jessica Huang, Private Equity and Secondaries ESG Lead at Ares Management, and Sylvain Forté, CEO at SESAMm, discuss:
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The operational and data challenges secondaries teams face
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How screening is applied in secondaries investing in practice
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How AI helps teams scale screening and support ongoing monitoring workflows
