July/August 2018 issue


    Month: July
    Year: 2018

    Back to Print Editions

    Manage cyber-risk successfully

    Randy Wilson and James Martin of consultants Cendrowski Corporate Advisors describe the key steps that should be taken to secure data held by private equity firms

    Five ways to make private real estate CFOs’ and COOs’ lives easier

    Private real estate’s finance and operating officers face myriad challenges, but many have a common solution, the audience heard at sister publication PERE's CFO/COO Forum.

    GPs brush off changes to carry tax

    About 80 percent of respondents say the three-year hold period wouldn't affect their firm.

    States continue the fight on carried interest tax

    The battle over carried interest tax at state-level rests on whether it is seen as a reward for labor or for risk.

    The price of Luxembourg’s Brexit bonus

    The Grand Duchy is a big beneficiary of Britain's decision to leave the EU, but locals are grumbling that life is not what it used to be.

    Tools for taxes

    How does a GP decide if a new tax tool is worth the cost? Crowe Horwath’s Rebecca Jordan and Will Ault look at the possibilities.

    Fund domiciles: Jockeying for position

    As the deadline for the UK to leave the EU approaches, Ireland and Luxembourg are winning the race to be the domicile of choice for London-based managers.

    Tech Q&A: Bridging the digital divide

    Whether it’s due diligence, data exchange or tax software, technology poses some of the biggest issues for a modern private equity firm. We asked leading tech experts to answer some of the most common conundrums.

    Preparing for – and living through – an SEC exam

    A compliance officer relives his firm’s SEC examination, while Saw Mill Capital’s chief financial officer explains her plan.

    How to cope with an SEC exam

    The SEC is on a mission to increase its number of exams, so it’s more important than ever for private fund advisors to be prepared.

    Whose credit line is it anyway?

    Subscription credit lines have become an essential component of financing for private equity firms. pfm gathered private equity executives, a lawyer and a banker to discuss how they are treated in the industry

    Back-office blues for private debt

    As the asset class continues to grow quickly, it is struggling to ensure that administrative aspects keep pace.

    A key-man conundrum

    KKR’s poaching of CLSA’s head of real estate has implications for private fund managers of all asset classes.

    Blackstone seeks compelling reason for C-corp switch

    The firm will not rush to make the corporate switch, watching closely how peers KKR and Ares fare.

    Playing the long game on transparency

    Some GPs are opting to bypass pensions that demand disclosures around fees and expenses, but they may find LPs have long memories.