The Securities and Exchange Commission (SEC) issued a proposed rule under the Investment Advisers Act of 1940 that would bring new audit and reporting requirements as well as prohibit certain actions. The SEC stated that the proposed reforms are to “protect private fund investors by increasing…
The CFO has evolved toward being a holistic and strategic business leader over operational aspects. From talent management to supply chain to technology assessment and implementation, today’s CFO has a broad span of control.
What’s Inside
One burgeoning trend is for CFOs to look
Part 2: Operational and Tax Considerations
For years, secondary funds were the poor, forgotten cousin of alternative investment funds. The secondaries market had limited activity, mainly from limited partners (LP) trying to exit their investments in old closed-end funds. Transactions in…
Investment Fund Best Practices, Part Two
As the old adage goes, “Success is 90 percent preparation and 10 percent execution.”
As the year draws to an end, you can help reduce stress and improve results during the upcoming audit and tax season by taking steps now to improve your…
Investment Fund Best Practices, Part One
Identifying Advisors That Support You Throughout Your Fund Lifecycle
Managers new to the game tend to underestimate how much time and effort is required to start and run a business. Seasoned fund managers understand the reality of having…
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