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Key Information

  • ISBN: 978-1-911316-10-7
  • Publication Date: April 2018
  • Number of Pages: 124

Edited by Karen Sands of Hermes GPE, this compelling new title from PEI offers thought leadership on all the current key issues facing private fund firms, and usable best practice on how to navigate through them to deliver operational excellence.

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How to build and deliver operational excellence

Private funds are facing an unprecedented level of external pressures in 2018 – more regulation, greater investor demands, as well as technology and big data changing the shape of business bringing new risks and the need for fresh skills. It is critical that fund management firms respond to these challenges by ensuring internal processes, systems and staff adapt accordingly.

Content highlights:

  • Integrating ESG issues into the firm and investment processes.
  • Case study – one firm recounts its operational growth story
  • How to get the best operational staff onboard
  • Navigating the new data regulation minefield
  • Practical guidance on building cyber awareness
  • Outsourcing intelligently – when to do it and how to manage the relationship with third parties
  • LPs want evidence of operational best practice – discover the processes, information and documents they’ll be analysing

…. and much more.

Who should buy this book?

  • GPs
  • Limited Partners
  • C-level executives (CFOs, COOs, CEOs, CIOs and CTOs)
  • Investor relations
  • Fund accountants
  • Finance executives
  • General counsel
  • Risk and compliance executives

- Jonathan Martin, Invest Europe and KPMG
- Sam Kay, Travers Smith LLP
- Natasha Buckley, PRI
- Dana Halasz, Blue Wolf Capital Partners
- Charlie Hunt, PER
- Cindy Ma and Milko Pavlov, Houlihan Lokey
- Toby Duthie and Jimmy Ko, Forensic Risk Alliance,
- Eric Feldman, The Riverside Company
- Jason Scharfman, Corgentum Consulting
- Alan Dundon and Emmanuel Raffner, Alter Domus
- Ed Hall, Goodwin
- Katita Palamar and Bill Farrell, LP Analyst
- Simon Havers, Odgers Berndtson
- Deirdre Davies, Glendower Capital
- Ben Cook, Colmore
- Iain Bannatyne, KPMG

Figures and tables

About the editor

Foreword
By Jonathan Martin, Invest Europe and KPMG

Introduction
By Karen Sands, Hermes GPE

1 The scale and impact of operational compliance requirements on private equity firms
By Sam Kay, Travers Smith

2 ESG and operational excellence
By Natasha Buckley, PRI

3 Case study – How to build and deliver operational excellence: A roadmap for success
By Dana Halasz, Blue Wolf Capital Partners

4 How to run an efficient search for top operations talent and retain them
By Charlie Hunt, PER

5 How to design and execute a best-in-class valuation framework
By Cindy Ma and Milko Pavlov, Houlihan Lokey

6 How to cope with data-related regulatory change to mitigate risks and maximise value
By Toby Duthie and Jimmy Ko, Forensic Risk Alliance

7 Essential strategies for managing cyber risks
By Eric Feldman, The Riverside Company

8 Assessing operational risk: Best practice considerations for GPs
By Jason Scharfman, Corgentum Consulting

9 Intelligent outsourcing: Opportunities and challenges for GPs
By Alan Dundon and Emmanuel Raffner, Alter Domus

10 Operational excellence: What investors expect from fund managers
By Ed Hall, Goodwin

11 How to demonstrate and deliver operational excellence during LP diligence
By Katita Palamar and Bill Farrell, LP Analyst

12 Roundtable
In January 2018, PEI brought together six prominent market experts to exchange their views on what operational excellence looks like in practice and share their experiences of the challenges in delivering it

Moderator: Karen Sands, Partner and Finance Director, Hermes GPE
Iain Bannatyne, Partner and Global Head of Private Equity Funds Audit, KPMG
Jonathan Martin, Professional Standards Committee, Invest Europe,
and partner, KPMG
Deirdre Davies, Partner & Chief Operating Officer, Glendower Capital
Ben Cook, Chief Executive Officer, Colmore
Simon Havers, Consultant, Odgers Berndtson

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