Catalina Partners

Catalina Partners

  • 523 Playa
  • Newport Beach, California
  • 92660-3532

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Description

Catalina Partners was founded to address the business risk exposure issues that emerged during the 2008 financial crisis and subsequent Ponzi scheme scandals. We are engaged as independent risk consultants to provide evidence-based and risk-based due diligence for institutional investors. We also assist investment advisors with meeting industry best business practices demanded by investors, regulators, and auditors.

Catalina Partners is an operational risk consultancy that focuses on the needs of the alternative investment industry. We specialize in assessing key business risks including operations, liquidity, leverage, counterparty and compliance, and identifying solutions to monitor and mitigate those risks.

Patricia Watters is a recognized leader in the investment industry, and has a distinguished history of providing professional services to both investors and advisors of institutional assets.

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