In Episode 3 of The Shadmoor Overlook, Mike Merrigan sits down with Danielle Ostrander, Partner and President of Due Diligence at Gryphon Strategies, for a conversation on the importance of background checks and the critical role they play in managing risk.

Drawing on nearly two decades of experience in the due diligence space, Danielle explains what separates a comprehensive background check from a reference check and why understanding the process matters for investment firms. 🔎

Topics covered:

• Lessons from 2008 and the importance of thorough due diligence

• What a comprehensive background check actually includes

• Why background check services and pricing can vary significantly

• Common misconceptions about reference checks versus background checks

• What asset managers should consider when conducting background checks on employees

A thoughtful discussion with practical takeaways for investment managers, allocators, and industry professionals looking to strengthen their due diligence and risk management practices.

More conversations from The Shadmoor Overlook coming soon. 🎥