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What operating partners and CFOs have in common

Those tasked with creating value in their firm’s portfolio companies have some similar preoccupations as those running private equity firm finance functions.

New UK fee transparency guidelines stand up to PE scrutiny

The Cost Transparency Initiative has launched templates for reporting fees and expenses to investors; managers wanting to wider their investor base should take note, write Debevoise & Plimpton's SImon Witney and John Young.

Is my waterfall too complicated to automate?

Al Bauer, managing director of Citco makes the case for waterfall automation even for complicated LP-GP agreements.

Operating Partners Forum Day 1: 5 takeaways

It was standing room only for much of the first day of PEI’s Operating Partners Forum: Europe 2019, where several key themes emerged.

Meet the accounts payable clerk of the future

You could find yourself downloading, rather than hiring, the next member of your finance team, delegates at the Operating Partners Forum: Europe 2019 were told.

Carlyle exec: Automation is a looming ESG issue

The wave of automation that is just starting to hit private equity portfolios needs to be thought-through from an ESG standpoint, delegates at the Operating Partners Forum: Europe were warned on Tuesday.

The Private Fund Compliance Forum in 5 data points

We digest the premier meeting of private fund compliance professionals through some key statistics.

Private Fund Compliance Forum: What to outsource?

A delegate poll favors program review as the most readily outsourced.

Private Fund Compliance Forum: Fees and expenses remain the number one issue

Documenting and checking fees and expenses remains vital for compliance heads, panelists at the Private Fund Compliance Forum in New York said on Wednesday.

SEC priorities in 9 takeaways

Disclosures and valuation practices top the Securities and Exchange Commission’s watch list, as we learned at sister title PERE's CFOs and COOs event.

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