Katherine Bucaccio

Following the Prologis buyout of KTR last year, Pete Lloyd has become CFO and CCO at lower middle market private equity firm Milestone.

 The Patriarch Partners founder and her firm will no longer serve as collateral managers for the Zohar credit funds, and will instead operate as a family office.  

In addition to new hires, SEC’s OCIE plans to reallocate broker-dealer examiners to the investment advisor exam program.

The bill moves to allow financially-savvy investors who do not meet current income requirements to invest in private funds.

The former head of the SEC’s division of investment management is now a partner at the New York law firm.

Betty Yee, who serves on both the CalPERS and CalSTRS boards, urged SEC Chair Mary Jo White to take action in order to increase fee transparency for private equity investors.

Former NYC Mayor Rudolph Giuliani joins Greenberg Traurig as cybersecurity chair; Jones Day opens in Brisbane; and more private fund lawyer moves.

Though regulators and some LPs prefer that the deal team is kept at an arm’s length during valuations, investment professionals still steer the process at the majority of firms, according to an audience poll. 

Comprehensive research into the private equity CFO role by EY reveals that reporting is more important to investors than ever before, while cybersecurity is becoming the next top priority for private funds.

The US energy regulator issued an order clearing up a technicality and relieving a potential regulatory burden for LPs in energy and infrastructure funds.