Private Equity
From tech requirements to clear communication, here are some key considerations for finding an outsourcing partner.
5 min read · 01 December 2021
Sharing deficiency letters is one aspect of a bill introduced in 2019 called Investment Adviser Alignment Act that has been backed by major institutional investors.
2 min read · 16 February 2021
Of the 16 registered private funds that faced discipline this year, only one disclosed a pending SEC enforcement matter in advance, reports Private Funds CFO.
4 min read · 05 November 2020
The industry has long struggled to hold off efforts, mostly by Democrats but supported even by President Donald Trump, to tax carried interest at the higher ordinary income rate, rather than as capital gains.
3 min read · 03 September 2020
SEC censured the firm, which agreed to pay $1m to settle the case and did not admit or deny wrongdoing.
2 min read · 20 April 2020
Some GPs have asked for provisions in fund contracts that would allow them to claw back those waived fees at the end of the fund life in case they don’t make up the fees in subsequent exits.
3 min read · 14 February 2020
Institutional investors are placing strong bets on the North American market.
2 min read · 28 January 2020
The strategy is a reaction to the 2017 tax reform, which included provisions that charge an ordinary income tax rate on carry generated from investments held for under three years.
3 min read · 24 January 2020
The New York attorney-general has filed a lawsuit against Allen, who runs a secondaries fund and a secondaries intermediary business, for allegedly misappropriating more than $13m
2 min read · 05 December 2019
Amid the ongoing M&A among fund administrators, questions remain as to whether these larger players can deliver better technology and more offerings without jeopardizing their service to GPs, Rob Kotecki reports.
8 min read · 27 November 2019
