June 2015 Issue
Lessons from BlackRock
The firm’s recent compliance flop highlights the dangers of fund managers failing to address conflicts of interest decisively
A public dialogue
EQT’s Thomas von Koch explains what firms can do to help improve private equity’s public reputation
Apples to apples, bridges to bridges
GPs should begin standardizing their data collection as part of efforts to benchmark long-term infrastructure investment
Tales from the fundraising trail
Placement agents share their best advice and worst stories from years of preparing GPs for LP meetings
Information à la carte
Many GPs struggle to meet all the follow-up and one-off data requests that LPs make these days. Here we offer strategies to manage those demands without alienating investors or breaking the bank
‘Warm’ calling
Two rules for cold calling LPs: One… don’t. Two, if there’s no other choice, make sure it involves an educated, succinct pitch that makes it easy for an LP to respond
Please everyone, please no one
As usage of the co-investment strategy increases, GPs are grappling with pushback from both regulators and investors on the offering process
Workers in disguise
GPs are developing a deeper appreciation for the ramifications of a UK court ruling that gives partners the same whistleblower protections and other statutory rights as employees
The AIFMD challenge
The FCA is getting closer to solving one of the AIFMD’s biggest riddles: the requirement that CFOs prove functional independence from deal partners
Unseen hurdles
Too much faith in ‘early-bird’ discounts and letting the firm’s senior figurehead do all the talking are among some of the lesser-known mistakes GPs commit while on the fundraising trail
Before you respond to that Wells notice…
A few considerations should come into play before responding to an SEC Wells notice, which warns of impeding regulatory action, least of which the possibility your ‘Wells submission’ jeopardizes the firm’s defense strategy
The new disclosure rule no one is talking about
If you’re uncomfortable with the idea of your name being on a public register of private company owners, it’s time to act now
Parents and partners
News and views too good not to share...
A nightmare on Wall St.
News and views too good not to share...