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Brian Bonilla

Views from the 2019 Private Fund Compliance Forum

What's on CFOs' and CCOs' minds? Valuations guidelines, patch cyber insurance coverage and SEC exam patterns.

4 key takeaways from the Private Fund Compliance Forum 2019

How ESG climbed the compliance agenda, patchy cybersecurity insurance and better valuations guidance were discussed at length at the San Francisco event.

AICPA’s valuation guide more useful for ‘small and mid-market firms’

AICPA released its final fair valuation guideline catered to VC and PE firms on August 19. Here's some reactions from experts across the industry.

Tech: priority number one for outsourcing

A recent survey found that it's the thing managers are most likely to increase outsourcing for in the coming year.

Blackstone’s CCO on ‘striking the right balance between reactive and proactive’

Marshall Sprung talks through the biggest challenges of the compliance role and the growing importance of technology.

How CFOs view the complexities of their role

A survey from AltaReturn reveals chief financial officers' most pressing concerns and how they see the position evolving.

A review of the first post-tax reform season

Find out the key takeaways from this tax season and what they mean for future tax seasons to come.

A case on best practices for secondaries

We take a look at the SEC's settlement with VSS last year, as well as discuss how to raise European capital in a post-Brexit world.

Preferred equity continues to gain popularity

We take a look at GP-led secondaries deals from this year and analyze preferred equity as strategy.

Thoma Bravo founder to keynote CFOs & COOs Forum

Carl D Thoma is the first confirmed keynote speaker for the event scheduled for January 22-23, 2020.

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