Perspective. Insight. Experience.

Beaumont Advisors is your trusted partner for operational due diligence

Services Offered

Peace of mind starts with the right partner.

We work with some of the world’s most sophisticated investors to provide comprehensive and tailored operational due diligence reviews. Our team has substantial experience preparing reviews for a range of traditional and alternative assets. We have developed specialized programs for due diligence on hedge funds, private equity, structured credit and managed accounts, and have experience evaluating other unique structures.

Our process typically includes

We collaborate with a small number of clients who value our bespoke servicing, unique perspective and knowledgeable approach. If you are interested in adding our expertise to your team, we are ready to discuss your needs.

About Beaumont Advisors

Partnering a global perspective with a personal approach to provide you with confidence in your alternative asset investment decisions.

Broad industry perspective

Our principals have a wealth of experience in evaluating operational risk in a broad range of investment strategies and structures. Our extensive knowledge of industry best practice allows us to advise on appropriate and commercially feasible operational infrastructures. We have reviewed asset managers ranging from small start-up businesses to complex institutional investment advisory entities that stand amongst the largest in the world.

A flexible, collaborative approach

Your needs are unique, and we are committed to tailoring an operational due diligence program that will allow you to integrate our research into your own internal processes. We leave it up to you to determine your desired level of involvement. Whether you choose to sit in on meetings to learn from our expertise or fully outsource the process to us, you can trust that your interests will be well represented.

Solution-oriented service

Our analysis is thorough and comprehensive, ensuring your team has the necessary insight to make truly informed decisions. We take the time to carefully dig below the surface to not only help you understand what the operational risks are, but also to provide constructive suggestions as to how to manage those risks.

Promoting Safer Investing

We work closely with our clients to find operational risk solutions that facilitate—rather than prevent—investment. We guide managers to effect positive changes that reduce overall operational risk and allow you to invest with confidence.

The Beaumont Distinction

Providing representation rooted in experience and professionalism.

When you work with us, your high standard of work and strict confidentiality will be rigorously upheld. We are committed to the highest standards of ethics, business conduct and quality of service. We immerse ourselves in our collaborations with investors, giving us the edge to provide truly customized, informed, and constructive reports. The perspective and insight we provide adds significant value to the investment decision-making process, and we are proud to know our clients view us as an extension of their in-house team.

Experience you can trust.
Quality you can see.
A partner you can rely on.

Our Principals

A conscientious and diligent team of professionals.

The Beaumont calling card is marked by comprehensive knowledge, dedication to best practice, and a collaborative approach. Partner with Beaumont, and see us become an invaluable extension of your team.

Lori Barton

Principal & Co-founder | CPA, CA, CFA

Lori Barton

Read Profile
Close Profile

Lori Barton is a highly skilled specialist, having concentrated the majority of her career in alternative assets and operational due diligence. She perfected her ability to identify and analyze operational issues while employed in senior roles at PricewaterhouseCoopers, Union Bancaire Privée, Castle Hall Alternatives, and Merrill Lynch International. Having worked in Bermuda, London and Halifax during her 18 year career, her industry knowledge is extensive. In addition to leading operational due diligence reviews, she also oversees Beaumont’s strategic business initiatives and marketing efforts.

Lori is a dedicated and active member of the community and currently serves as a board member and as chair of the audit and risk committee of the Halifax Chamber of Commerce.

lori.barton@beaumontadvisors.com

Gillian Scott

Principal & Co-founder | CPA, CA, CFA

Gillian Scott

Read Profile
Close Profile

Gillian Scott has had an accomplished career as a senior finance and operations executive, having previously run the back office of a $5 billion Bermuda-based foundation. With more than 18 years of experience in alternative assets, Gillian is a well-established expert in operational due diligence. She has refined her outstanding management and organizational skills in positions at the Atlantic Philanthropies, Castle Hall Alternatives and PricewaterhouseCoopers. She also oversees Beaumont’s finance function and manages Beaumont’s client relationships.

Gillian continues to be involved in the endowment and foundations world, currently serving as a trustee and chair of the investment committee for the QEII Health Sciences Centre Foundation. gillian.scott@beaumontadvisors.com

Shenna LaPointe

Principal | MSc, MBA, CAIA

Shenna LaPointe

Read Profile
Close Profile

Shenna LaPointe joined Beaumont as a Principal in 2013, bringing a heightened degree of scientific rigor to Beaumont’s operational due diligence program. During her academic career, she was awarded numerous honours and fellowships, and was the author of several academic journal articles. Having left the world of scientific inquiry, she now applies her robust research skills and exceptional analytic capabilities in the meticulous execution of due diligence reviews for Beaumont’s clients. She has proven an effective lead on hundreds of manager reviews while working at Beaumont and her previous employer, Castle Hall Alternatives. In addition to client work, Shenna also oversees Beaumont’s human resource management and training programs. shenna.lapointe@beaumontadvisors.com