Rob Kotecki
From Monitor Clipper Partners' April Evans to Sandra Kim-Suk of Engine No. 1
From FFL Partners' Patty Nykodym to Adam Weinstein of New Mountain Capital
The M&A boom in the fund administration industry is gathering pace, but can these new larger players maintain the same level of service?
In the wake of the Theranos scandal, some managers fret that if their own unicorns fail to meet expectations, investors may resort to litigation. It’s unlikely, but possible.
In the wake of the Theranos scandal, some managers fret that if their own unicorns fail to meet expectations, investors may resort to litigation. It’s unlikely, but possible.
The increasing sophistication of the SEC’s Office of Compliance Inspections and Examinations may prove a mixed blessing, as exams take less time but prove more rigorous.
NewSpring Capital’s Jon Schwartz believes his core priority as president and COO is handling all the institutional responsibilities, so the deal team can focus on generating returns.
Moving into new strategies requires planning and an eye for making the most of current staff and service providers.
Fund managers are faring better in SEC exams, but many still revise documents after a visit from the regulator.
GPs should think twice before allocating too much of the IT budget to the fund, because LPs aren’t inclined to pick up the tab.