In this episode, Alex Perny sits down with Matt Shechtman, CEO of Long Angle Management, to break down what real due diligence actually looks like in today’s private markets. They explore key-person risk, incentive structures, fund transparency, track records, red flags, and why investors must ask uncomfortable questions before wiring a dollar. Whether you’re investing in real estate, private equity, venture, oralternative strategies, this episode teaches you how to evaluate managers, avoid hidden risks, and make smarter decisions.

00:00 The Importance of Due Diligence in Private Markets

03:00 Understanding Key Person Risk

05:57 Conflict Resolution and Team Dynamics

09:12 Incentive Structures and Their Impact

12:03 Navigating Information Sources for Due Diligence

15:02 Leveraging Networks for Insight

17:56 Identifying Red Flags in Investment Opportunities

20:53 Common Pitfalls in Due Diligence

28:48 Key Factors in Investment Diligence

33:06 Understanding Market Cycles and Manager Performance

39:58 The Role of Expertise in Investment Decisions

43:11 Navigating the Information Age in Investing

49:34 Future Trends in Real Estate and Investment Strategies

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Learn more about our guest, Matt Shechtman:

https://www.linkedin.com/in/msheck/

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Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

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