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What keeps this CFO up at night? Tax issues

Blue Vista CFO James Strezewski is preoccupied by tax, tech and talent issues. Sound familiar?

View from the C-suite: Blue Vista’s CFO

Improving the transparency of data is vital, says James Strezewski, chief financial officer, Blue Vista Capital Management.

How to get 401k money into PE, part 2

Although it is possible to get individual retirement savers' money into private funds, it is still too burdensome. So what needs to be done?

Why retirement savers need PE and how they can get it

Lawyers from Groom Law Group explain the regulatory challenge to getting 401k investors into private funds and how it can be addressed.

A look inside EQT’s prospectus: tax bills, Brexit and ‘unauthorized payments’

The 'risk factors' section of the document provides insight into the challenges faced by a large private markets firm.
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Seven notes from EQT’s IPO prospectus

From management fees to tax disputes, here’s what we learned from the document.

How to be cost-efficient with external counsel

Don't get a lawyer in to do a compliance consultant's work.

CFO and COO dates for your schedule

Get your travel plans in place for the next six months of networking and thought leadership.
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DOWNLOAD: Directory of compliance consultants with PE experience

Our downloadable directory contains key details to help you choose the right compliance consultant for your firm. Last updated on September 13 2019 with details for Adherence.

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.
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