March 2015 Issue

Finding a good finance-to-investment staff ratio is more of an art than a science, but tools like improved data, outsourcing and contracted employees are helping CFOs to keep their teams the right size.

Coverage from the 12th annual PEI CFOs and COOs Forum 2015.

INREV recently updated its guidelines on valuations for private equity real estate fund managers, which were last refreshed in 2008. The issue remains a thorny one for some.

While there’s been much reporting on fund managers’ reactions to the SEC’s recent fee scrutiny, there’s been less talk about what investors think about the controversy. At least until now.

There has been a surge in public records requests for private fund information from both the media and individuals. Are your records at risk?

Writing the valuation report can be a tough balancing act: provide investors with enough transparency but don’t overload them with too much information. We asked CFOs and investors where to find a happy medium.

We challenge DPG COO Wes Anderson to explain how to get staff on board with new technology.

The SEC recently provided the industry a benchmark on its cybersecurity readiness. GPs should use it; not to please regulators, but because it’s time to take the threat of digital attacks more seriously.

News and views too good not to share...

News and views too good not to share...

CFOs have a number of valuation-related developments to prepare for in the time ahead, not least of which is the troublesome possibility that LPs will begin demanding performance reports on a monthly basis.