June 2015 Issue


    Month: June
    Year: 2015

    Back to Print Editions

    Lessons from BlackRock

    ย The firmโ€™s recent compliance flop highlights the dangers of fund managers failing to address conflicts of interest decisively

    A public dialogue

    EQTโ€™s Thomas von Koch explains what firms can do to help improve private equityโ€™s public reputation

    Apples to apples, bridges to bridges

    GPs should begin standardizing their data collection as part of efforts to benchmark long-term infrastructure investment

    Tales from the fundraising trail

    Placement agents share their best advice and worst stories from years of preparing GPs for LP meetings

    Information ร  la carte

    Many GPs struggle to meet all the follow-up and one-off data requests that LPs make these days. Here we offer strategies to manage those demands without alienating investors or breaking the bank

    โ€˜Warmโ€™ calling

    Two rules for cold calling LPs: Oneโ€ฆ donโ€™t. Two, if thereโ€™s no other choice, make sure it involves an educated, succinct pitch that makes it easy for an LP to respond

    Please everyone, please no one

    As usage of the co-investment strategy increases, GPs are grappling with pushback from both regulators and investors on the offering process

    Workers in disguise

    GPs are developing a deeper appreciation for the ramifications of a UK court ruling that gives partners the same whistleblower protections and other statutory rights as employees

    The AIFMD challenge

    The FCA is getting closer to solving one of the AIFMDโ€™s biggest riddles: the requirement that CFOs prove functional independence from deal partners

    Unseen hurdles

    Too much faith in โ€˜early-birdโ€™ discounts and letting the firmโ€™s senior figurehead do all the talking are among some of the lesser-known mistakes GPs commit while on the fundraising trail

    Before you respond to that Wells noticeโ€ฆ

    A few considerations should come into play before responding to an SEC Wells notice, which warns of impeding regulatory action, least of which the possibility your โ€˜Wells submissionโ€™ jeopardizes the firmโ€™s defense strategy

    The new disclosure rule no one is talking about

    If youโ€™re uncomfortable with the idea of your name being on a public register of private company owners, itโ€™s time to act now

    Parents and partners

    News and views too good not to share...

    A nightmare on Wall St.

    News and views too good not to share...