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GIPS 2020: the updated pitch to private equity managers

'It’s really going to help a lot, especially in alternative asset classes,' says one of the authors.
Manel Henriquez's severance package

Inside an $11.5m severance package

Details of Manuel Henriquez's severance package from Hercules Capital and notes on the rise of the operational challenges that come with hybrid funds.

Complicated fees structures, compliance consultants, alternative data

Complicated fee structures require comprehensive oversight, says the co-national director of OCIE's IA/IC exam program and associate director of the SEC's Fort Worth Regional Office.
Panoramic view of the United States Capitol and waving american flag in Washington DC

Warren’s war on private equity, Mayrhofer Q&A, Blackstone boost

We’ve seen political candidates take shots at PE before, but rarely as thoroughly as this.

Low-funded secondaries and self-reporting to the SEC

Two things on the agenda today: what to do if you have an LP that needs early liquidity, and whether you should be reporting yourself to the SEC.

Wednesday: The direction of travel for credit line use

GPs are being pulled in different directions over the use of subscription credit facilities; we gathered four experts to plot the way forward.

Tuesday: Interest you in a slice of pref?

Preferred equity is becoming a more common part of the private equity fund manager's toolkit; here is what you need to know.
The US Securities and Exchange Commission

Monday: SEC invites feedback, fiduciary duty, CFO Q&A

It's compliance Monday, and now is your chance to let the SEC know what you think about some of its rules that affect you.

Friday: Hating on GDPR, sub line optionality, fund admin giants

CFOs have little love for data protection law. Meanwhile one firm is giving investors in its new fund a choice as to whether they use a subscription line or not.

Thursday: The difficulties of waterfall automation

The technology is out there, but our anonymous CFOs are finding it tough to beat Excel for a complicated set of waterfall calculations.

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