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About the Guest(s): Alyssa McEwen is a dynamic entrepreneur and the CEO of Harmonious, a company revolutionizing the investment industry with technological innovations, especially in fund administration and special purpose vehicles (SPVs). Alyssa resonates with entrepreneurship through her family's business background in Utah. Her expertise expands to managing multiple ventures, including Storybook, where she plays a pivotal role in offering investment opportunities. With a foundation in software engineering, Alyssa is transforming the industry's landscape while advocating for gender diversity and inclusion within traditionally male-dominated financial sectors. Episode Summary: In this fascinating episode of the "Who You Know Show," host Trevor Houston chats with Alyssa McEwen, CEO of Harmonious. Alyssa shares her journey from growing up on a family ranch in Utah to becoming a leading figure in the fintech and investment sectors. Her story is one of grit, perseverance, and innovation, as she seeks to transform the fund administration field using cutting-edge technology. Her insights into creating harmonious business systems and networks are sure to inspire listeners aiming to elevate their professional growth. The conversation dives deep into Alyssa's entrepreneurial experiences, emphasizing the importance of grit and hard work while navigating the business world. She reflects on overcoming industry challenges, the importance of mentorship, and the power of building genuine relationships. Alyssa also discusses the significant impact of harmonious team dynamics and an inclusive company culture in achieving business success. Whether you're an entrepreneur, a job seeker, or someone looking to enhance their professional journey, this episode offers invaluable lessons and inspiration to forge ahead. Resources: Alyssa McEwen LinkedIn: https://www.linkedin.com/in/alyssalmcewen/ Career Transition Summit: https://event.webinarjam.com/register/67/04404igv LinkedIn e-book: https://online.flippingbook.com/view/714118097/ Subscribe: https://podcasters.spotify.com/pod/show/who-ya-know-show Trevor Houston is a licensed financial professional offering insurance/financial products through various carriers. For more info visit http://cpwstrategies.com Chapters:( 0:00) Alyssa McEwen's Journey to Launching Harmonious in Private Investments (2:46) Lessons in Hard Work and Grit From Ranch Life (5:25) Overcoming Challenges and Building Relationships in Fund Administration (13:33) Discussing Dog Breeds and Pet Ownership (14:16) Overcoming Obstacles and Pursuing Unicorn Status in Fintech (17:47) Alyssa McEwen's Journey to Becoming a Unicorn in Fund Administration
Message us!In this 24-minute episode, join host Danielle Reynolds and Fund Administration leader Katie Peck as they dive into the intricate world of the industry. They discuss investment fund accounting, investor relations, financial modeling, value creation for funds, and the comprehensive suite of services offered by Whitley Penn in this domain.Discover why there is no one-size-fits-all approach to fund administration and learn about the experience of being a fund administration client at Whitley Penn. Katie concludes by sharing her insights on the impact of technology to this line of work and the future of the industry.Tune in wherever you get your podcasts on January 2nd for an abundance of bite-sized insights and much more!
Discover how to elevate your capital-raising game and build a fund that truly stands out. In this episode, we dive deep with Lance Pederson, the expert who grew a private equity firm to $300M and a fund administration firm to over $3B in assets. Lance reveals the pivotal strategies for transitioning from syndications to fund structures, the secrets to efficient capital deployment, and why fund administration is a game-changer for scaling operations.If you're an investor or entrepreneur looking to optimize your capital-raising strategy, this conversation is packed with invaluable insights you can't afford to miss!Key Takeaways:Transitioning to Funds: Lance Pederson explains when syndicators should shift from one-off deals to launching a pooled fund.Building Investor Trust: To raise discretionary capital, fund managers must demonstrate conviction in their strategy.Education-Driven Capital Raising: Lance raises capital by educating investors through webinars, showcasing his team's expertise to build trust.Fund Administration: Independent administrators ensure credibility, compliance, and reduce fund managers' burdens.Differentiating Your Fund: Lance stresses the importance of a clear, unique value proposition to stand out in real estate.
Gary Casagrande traces his path through the industry, highlighting the value of continued learning throughout your career, as well as the work you'd need to put into networking in order to get the best returns. Hear about all that and much more in this episode of NicsaTalk.For more, visit http://nicsa.org/podcasts
Highlights from this week's conversation include:Lisha's Background and Journey in VC (1:44)Inspiration for Equity Charge (2:38)Angel Investing Data (4:36)Access to Venture Capital (6:02)Role of LP Investing (9:32)Advice for First-Time LPs (11:07)Valuing Early Backers (15:04)Economic Opportunity Fund at PayPal Ventures (16:14)Team Collaboration and Initiative (17:24)Advice for Other Organizations (20:00)Insider Segment: How Adoro Provides Scalable Solutions for VC Firms (21:09) Naming Adoro Advisors (23:27)Evolution of Fund Administration (25:37)Adoro's Unique Positioning (28:13)Synergy with Portfolio Companies (30:51)Building Synergistic Relationships (32:47)Diversity in GP Representation (33:39)Legacy of Racial Equity Movement (35:20)Investment Strategy and Portfolio Balance (37:42)Fintech Opportunities and Challenges (39:52)Adoption of Financial Technologies (42:10)Podcast "Sisters with Ventures" and Parting Thoughts (44:54)Lisha Bell has over 20 years of experience in technology innovation, specializing in digital money movement. She currently leads PayPal Ventures' Economic Opportunity Fund, a $100M investment in diverse emerging fund managers. Previously at PayPal, she led Product for the Financially Underserved Segment and Pay with Venmo. Prior roles include payments-related positions at Wells Fargo, Kohl's, and Feedzai, where she developed early digital financial products like online banking and digital wallets. Lisha is cofounder of BLXVC, an angel syndicate supporting Black and Brown founders, and host of the Sisters with Ventures podcast. She previously led deal flow at Pipeline Angels and serves as board chair for Black Girl Ventures. Lisha holds a BSc from USC and MBAs from UC Berkeley and Columbia, and enjoys traveling, cooking, and dancing, all while balancing motherhood duties with her daughter. Aduro Advisors is a trusted partner for venture capital fund managers, offering comprehensive and expert fund administration services. Known for being agile, responsive, and focused on making fund operations seamless, Aduro enables fund managers to concentrate on investing. With deep expertise across a variety of fund sizes and strategies, Aduro provides a full suite of services, including fund accounting and compliance. The firm understands the fast-paced nature of venture capital and prides itself on being as innovative and driven as the funds it supports. Aduro doesn't just manage operations—they help funds scale. https://www.aduroadvisors.com Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
Melissa Perri welcomed Vrushali Paunikar, Chief Product Officer of Carta, to this episode of the Product Thinking podcast. In this engaging conversation, Vrushali delves into the dynamic world of product management and innovation, sharing insights on how to balance subject matter expertise with fresh perspectives. She discusses the challenges and triumphs of building a custom general ledger from scratch and how her team's approach to innovation and validation has led to significant business growth.
Welcome back to the Alt Goes Mainstream podcast.Today's episode features an enabler of the micro VC movement who has now scaled his business into one of the industry's larger fund administrators. Braughm Ricke is the Founder and CEO of Aduro Advisors, a leading fund administrator that has carved out a sterling reputation in the VC world.He's grown the business to over $114B+ AUA and over 450+ customers, that counts many of the leading VC funds, including Lowercarbon, Cowboy Ventures, Ahoy Capital, Craft, Haystack, Boost VC, and others, as customers. They've also managed to combine a high-quality service with innovative technology and a partnership strategy that has enabled them to differentiate from other fund admins.Prior to founding Aduro, Braughm was the founding CFO of True Ventures, a leading Silicon Valley VC fund. Braughm is incredibly knowledgeable about the private markets space more generally and is also an active investor in the private markets startup ecosystem, investing early in the likes of Carta, Allocate, Passthrough, Arch, and others.Braughm and I had a fascinating conversation about the evolution of fund administration. We discussed:Why Braughm started with emerging managers and the unmet need he saw to serve them.Why he believed the emerging manager landscape would grow.How he's moved upstream beyond venture capital clients.How fund admin can integrate technology.Will AI change fund administration?Advice Braughm would give to founders building in private markets.Thanks Braughm for coming on the Alt Goes Mainstream podcast to share your wisdom on building a core infrastructure provider for private markets.
Lex chats with Anthony Cimino, the head of policy at Carta - an equity management company that builds the infrastructure for innovators, supporting approximately 35,000 companies, over 2.2 million stakeholders, and more than 5,000 funds. Cimino discusses his background in government and policy in the financial services industry and how he got involved in finance and policy. He explains the role of policy in the fintech industry and the importance of engagement with policymakers. Cimino also talks about Carta's core business of cap table management and valuation services, as well as their fund administration business. He discusses the challenges and opportunities in the private markets industry, including the barriers to entry for investors and the need for more access and standardization. Cimino also mentions Carta's focus on supporting founders and their plans to expand globally. He emphasizes the role of policy in unlocking capital and creating access to private markets. MENTIONED IN THE CONVERSATION Carta's Website: https://bit.ly/3U92K0wAnthony's LinkedIn: https://bit.ly/3J6u5db Topics: fintech, regulation, policy, private markets, fund administrationCompanies: Carta, SEC, Committee on Financial Services ABOUT THE FINTECH BLUEPRINT
To get the latest from Denise Dunlap, you can follow her below!LinkedIn - https://www.linkedin.com/in/denisedunlap55/Loon Creek CapitalDenise's 1st episode on The Angel Next Door - Denise Dunlap talks Revenue Based FinancingDenise's 2nd episode on The Angel Next Door - Surprising Lessons Learned About Revenue-Based Financing Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
Here is a clip form the show. Matt talked about the following on the full episode: Finding the way in the fund management space Lawyer advice is not business advice with funds There is a market for Emerging Fund Managers that need our help People don't get Admin so we do it for them Being An Investment Advisor Directing a fund into other's deals and investing alongside them too Getting a credit line from a bank with mortgage backed securities What Fairway did and does invest in Partnering with Co-GP's in Funds What is intriguing about fund models? Why would someone avoid the fund route Deal by Deal Funds How do you even find a fund architecture consultant prior to launching a fund Running background checks on sponsors as a service What have you learned about capital raising? Fund Administration Find Matt at verivest.com or fairwayamerica.com Get all your syndication and capital raising marketing at pitchdecks.com If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth
Lawyers will help you set up a fund but won't give you business advice: Let's explore what Matt Burk thinks emerging fund managers need to know. Some topics we covered include: Finding the way in the fund management space Lawyer advice is not business advice with funds There is a market for Emerging Fund Managers that need our help People don't get Admin so we do it for them Being An Investment Advisor Directing a fund into other's deals and investing alongside them too Getting a credit line from a bank with mortgage backed securities What Fairway did and does invest in Partnering with Co-GP's in Funds What is intriguing about fund models? Why would someone avoid the fund route Deal by Deal Funds How do you even find a fund architecture consultant prior to launching a fund Running background checks on sponsors as a service What have you learned about capital raising? Fund Administration Find Matt at verivest.com or fairwayamerica.com Get all your syndication and capital raising marketing at pitchdecks.com If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth
Alex is the Co-founder and CEO of Juniper Square, the leading investment management solution for the real estate industry. Alex previously served as a founding executive of New Energy Risk (acquired by XL Capital) and started his career at Microsoft, where he held a variety of product leadership roles. Alex holds an MBA from Stanford University and a BA from the University of Washington.Founded in 2014, Juniper Square is transforming the private equity industry with innovative solutions that deliver a more modern, efficient and effective approach to managing private partnerships. Designed to provide real-time information and workflow for all parties involved in a private partnership, Juniper Square enables forward-thinking GPs to lower administrative costs, increase investor satisfaction, and raise more capital.Links:Juniper SquareAlex on LinkedInConnect with Brandon Sedloff on LinkedIn: https://www.linkedin.com/in/bsedloff/Timestamps(00:01:04) Alex's background and career as an entrepreneur(00:02:40) The genesis for founding Juniper Square(00:07:13) Pivotal moments for scaling the organization(00:12:01) Digitization of Investor relations before Juniper Square existed(00:16:05) Why was Real Estate the asset class to build Juniper Square around?(00:20:58) How does Fund Administration fit into Juniper's long-term business goals?(00:26:04) Where else is there an opportunity for additional disruption?(00:30:13) Where do you see outsourcing in the next 5 years?(00:33:19) How do you think about attracting and retaining the best people?(00:35:39) What's been most surprising in developing a Fund Admin function?(00:37:57) What does Capital Markets look like at Juniper Square?(00:43:48) Thoughts on the current economic environment(00:49:24) Growth and Efficiency in Venture Capital(00:54:08) What will the next technological revolution be over the next 3-5 years?(00:58:09) What are you most excited about as the company continues to build?
You are asking for trouble if you are raising capital without an understanding of securities law for syndications. As soon as you have 1 person who is passive in your deal it becomes a security and is subject to SEC Federal Regulations. Educate and refresh your understanding of this by spending time with lawyers like Stacey Bowers, Esq. On the full show we covered: Helping syndicators understand lawyer's roles. Exemptions and understanding syndication structures. Securities law compliances. Shop talk on Fund of Funds. When can a fund manager be viewed as an investment advisor? Being cognizant of securities acts that affect the syndicator. When might fund managers consider getting a securities license? The different exemptions . Reg. A+ vs Reg. CF. Why would a syndicator would start a fund? Fund Administration can be a mess! How to violate securities laws. What kind of solicitation is allowed for 506(c)? What is conditioning the market? Can The FBI knock on your door if your LP is a criminal? Find Stacey at www.3pillarslaw.com Get all your syndication and capital raising marketing at pitchdecks.com If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth
Stacey was such a great interview. All Scaling Syndicators must be proficient in Securities Laws. This episode is a great place to start and great refresher for investors at all levels of the game! Some topics we went over include: Helping syndicators understand lawyer's roles. Exemptions and understanding syndication structures. Securities law compliances. Shop talk on Fund of Funds. When can a fund manager be viewed as an investment advisor? Being cognizant of securities acts that affect the syndicator. When might fund managers consider getting a securities license? The different exemptions . Reg. A+ vs Reg. CF. Why would a syndicator would start a fund? Fund Administration can be a mess! How to violate securities laws. What kind of solicitation is allowed for 506(c)? What is conditioning the market? Can The FBI knock on your door if your LP is a criminal? Find Stacey at www.3pillarslaw.com Get all your syndication and capital raising marketing at pitchdecks.com If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth
Guest Bio:Matt Burk is the CEO of Fairway America and Chairman of its affiliate, Verivest. Originally founding Fairway Financial Services in 1992, Mr. Burk has led their growth from a small operation to the robust market leaders they are today. He is a passionate industry coach, advising many middle-market real estate entrepreneurs, fund managers, and sponsors on all aspects of 506 Regulation D fund business. Additionally, Mr. Burk authored the seminal book on capital raising for middle-market real estate entrepreneurs, Capital Attraction.Having spent his full professional career in real estate finance, he has expansive exposure to all real estate asset classes, structured finance, distressed debt acquisition, disposition, real estate syndications and pooled investment funds. A former basketball player and lifelong sports fan, Matt received a Bachelor of Science degree in economics from the University of California, Davis.Connect with our Guest:matt.burk@fairwayamerica.com or matt.burk@verivest.comSUPPORT OUR SPONSORS:Canovo Capital - Hassle-Free Commercial Real Estate InvestingDealCheck.io - Analyze Any Investment Property in Seconds ( Use "CANOVO25" for 25% off)SyndicationPro - Investor Portal - Raise More Capital in Less Time FREE RESOURCES:Download Our Passive Investor Guide to Multifamily Syndications CONNECT WITH US!YouTube | Linkedin | Instagram | Website | Facebook | Twitter LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!
There are many trends across financial services that combine to make up the expansion in the wealth space, with both existing firms and new entrants looking to benefit from changing market dynamics. Health and wealth is a fairly broad term, that generally looks at the increasing integration of previously stand-alone products. While an insurer may have previously provided separate health insurance and some form of wealth management product, we're now seeing these increasingly bundled together. Listen as HSBC's Sam Ray, Director, Insurance Sector Product and Stuart Turner, Senior Product Manager, Fund Administration, discuss some of the main themes we see driving the development of health and wealth. Hosted on Acast. See acast.com/privacy for more information.
Today Liam Pingree and Marvin Berman the Co-founders of Neuronic join us. Liam has a diverse business experience that ranges across 3 different continents from off grid solar in Rwanda, Fund Administration in Luxembourg and working on the trading floor in Manhattan New York. Marvin brings a wealth of experience in the Neuroscience, Neurofeedback, clinical application and photobiomodulation realms. He is a Neurotherapist and neuroscience researcher focusing on non-invasive treatment options for neurodegenerative disorders. Contact Neuronic Website FB Insta twitter Liam Pingree Linkedin Marvin Berman Linkedin Phone 610-940-0488 Contact Lori La Bey at www.AlzheimersSpeaks.com
Introduction Welcome to Distilling Venture Capital. I am your host, Bill Griesinger, Distilling VC is a visionary podcast that provides an insightful and informed view of the key trends affecting the VC and tech startup world. This is your podcast for Fintech, Decentralized Finance, Blockchain and Smart Contracts, Digital Banking and all the frontier technologies that are changing the financial landscape globally. We will start here - Episode Introduction: Welcome back everyone. I am really excited about today´s program because I have the pleasure of welcoming to the program Jeremy Neilson, Co-Founder and CEO of Assure Assure specializes in Special Purpose Vehicles (SPVs) and Fund Administration for the private investment marketplace, simplifying the deal process and fund administration so funds can focus on finding deals and building relationships. We´re going to get into that and more…Jeremy, thank you for making the time to be on the show today… Before we dig into the meat of what Assure is really all about, I thought it would be useful if you could tell us a bit about your background and about your journey, more broadly, that ultimately led you to co-founding of Assure. Topic Areas Covered with Jeremy Neilson Talk about the Assure business model, when and why it was created, how it has evolved over the years, etc. Talk about the service offerings, SPVs, etc. Why SPVs? What is it, how does it work, who utilizes SPVs? Expand on your competitive advantages and differentiation in the marketplace; No other service provider can match Assure's expertise, speed or cost-effectiveness in delivering SPVs to the private investment community. How do you assess or look at the competitive landscape for Fund services? Who else is doing this…? Assure acquired BoomStartup and also launched both Glassboard Technology and Assure Syndicates. When were the acquisitions done? What is the function of each entity? How do they broaden your services and offerings? Jeremy, in addition to Assure and its services I´d love to hear your thoughts and remarks on other topics in the VC and priv. investment landscape in general if you are open to opining on them; How do you look at SPACs and explosion of SPAC activity over the last 18-24 months How has the VC model and landscape evolved and changed over the last 10-15-20 years? How do you see what´s going on in DeFi broadly affecting the VC model? In terms of the many options for how start-up companies can raise capital today, ? Other opinions and remarks you have on DeFi are welcome. Open to other areas you would like to discuss that are important to describing Assure and the industry. Closing Remarks Jeremy, what is a good way for those seeking additional information about Assure to get in touch? Website – www.assure.co Other contact methods? Thank you for joining me for this edition of DVC. I hope you found our discussion today with Jeremy Neilson and Assure interesting and it gave you insights into SPVs, fund administration services and their importance in the marketplace to VCs and private equity. I look forward to joining you on my next edition of DVC. Thank You…
As firms bring on more funds, they see the advantages of outsourcing. But where do you start? What are the key aspects to be aware of when using this model? In this session, our experts provide a detailed overview on how to transition to an outsourced model, challenges and common mistakes to avoid.
Ok now Fund Administration is a term you might not often hear, but its a fascinating function and one you need to know about. So let’s go!
In this episode, CSS's SVP of Business Development Ashley Smith joins Chief Product Officer Ronan Brennan to discuss the latest on the PRIIPs RTS, UK/EU divergence, data management complexities of the UCITS to PRIIPs transition and operational best practices to implement now.
Michael Woodall has extensive experience in leadership positions. You'll learn a lot from him about prioritizing your life, being an effective leader, and work life balance. Outline: 2:10 What actions do you take on a daily and weekly basis to stay on track? 5:20 As you know, there is a huge challenge with the possibility of 24/7 connections to work due to technology. How do you turn it off? 8:25 Do you have any advice for someone who works for a micro-manager? 9:55 You've been passionately involved with the Boston Crusaders Drum and Bugle Corps youth non-profit organization for over 30 years. You've played the role of member, instructor, and currently serve on the board. How has that experience enriched your life? 15:40 How have you taught your kids to prioritize? 18:15 How do you keep your children on track if they make decisions you don't agree with? 20:25 Lastly, what advice would you give to a professional just starting his/her career in terms of productivity? 21:40 Would you describe the life grid form you use to prioritize time in your life? Michael Woodall is Chief of Operations and President of Investor Services for Putnam Investments where he is responsible for Investor Services, Accounting, Middle Office and Control Services, Fund Administration, and Investment Operations. A 28-year financial services industry veteran, Michael also held senior management positions at First Data Corporation, Allmerica Financial & Fidelity Investments. Michael has been deeply involved with the Boston Crusaders for over 30 years. He has served on the Board of Directors for more than 20 years and is on the Executive Committee. He was a member, previously served as head of the visual program, staff coordinator, and on the management team. He is a member of the Crusaders Hall of Fame as well as the Massachusetts Drum Corps and Music Educators Hall of Fame. Visit www.thinklikeamusician.org
In this episode, CSS's Chief Product Officer Ronan Brennan does a technical deeper dive into the latest news on the PRIIPs RTS, regulatory timelines and the challenges stemming from divergence between the EU and UK.
Henry Ward is the CEO and co-founder of Carta, a company that continues to revolutionize the way founders, investors, and employees manage equity and ownership. Since founding Carta in 2012, Carta has grown to manage hundreds of billions of dollars in equity. Companies including Intercom, Samsara, and Flexport trust Carta to provide things like fund administration, 409A valuations, cap table management and scenario modeling. Carta has been included on the Forbes “World's Best Cloud Companies”, Fast Company's Most Innovative list, and Inc.'s Fastest Growing Private Companies.Prior to Carta, Henry was founder and CEO of Secondsight, a portfolio optimization platform for retail investors. He also held leadership positions at software companies including Reddwerks Inc. and BetweenMarkets. Henry graduated from University of Michigan with a BGS in Mathematics and Computer Science and holds a MSC in Market Finance from EDHEC Business School.Carta helps private companies and investors manage their cap tables, valuations, investments, and equity plans. Its platform offers portfolio insights and dashboards, scenario modeling, board management, fund administrators, LP management, and other services. Private companies use Carta to streamline how they manage equity from their founding phase to their IPO. Investors use the firm's services to efficiently manage their portfolios and streamline their back office activities including valuations, fund administration and scenario modeling. CartaX is its new offering - a vertically integrated market ecosystem that offers private equity investors the ability to sell their equity to other investors.Carta has been included on the Forbes “World's Best Cloud Companies”, Fast Company's Most Innovative list, and Inc.'s Fastest Growing Private Companies. (Interviewed by Alexa von Tobel the co-founder and managing partner of Inspired Capital).
Elaine Chim heads the private equity product for the Americas and APAC at the Apex Group. From her position, she maintains a unique view of the market for fund administration and a broader array of client services for private equity firms. In this episode, Elaine discusses the growing use of third-party administrators by private equity firms. She explains some of the trends behind this transition, including the importance of technology solutions that larger administrators can provide in scale, the ability to outsource functions that lead to cost savings and the need to follow an ever-increasing amount of regulations across multiple jurisdictions. Elaine also talks about future developments and her belief that monthly and quarterly letters will become obsolete and replaced with real-time reporting. She concludes the episode with a brief description of the ESG impact on private equity, some of the related Apex products, and a plug for the Apex partnership with the Eden Reforestation Projects. To learn more about Elaine and her firm. Please visit the Apex Group website. Thanks also to our sponsor, DiligenceVault, creators of the first two-sided digital ecosystem for asset managers and allocators.
In this episode, CSS’s Head of ESG Marye Cherry sits down with corporate attorney at Scale LLP, Adam Johnson to discuss the evolving ESG landscape from the U.S. perspective, including the impact of the EU SFDR on U.S. asset managers and the U.S. regulatory position on ESG.
Private debt is an asset class that has fared strongly against the backdrop of the current global crisis. On 15 April 2021, IQ-EQ hosted an exciting virtual debate on the topic of ‘Debt is dead. Long live debt!' between experts Richard Vague and Gabriel de Alba, moderated by IQ-EQ's Group Head of Funds, Justin Partington.Richard Vague is the Chairman of the Governor's Woods Foundation and author of The Next Economic Disaster. He has previously been co-founder, chairman and CEO of Energy Plus and the co-founder and CEO of First USA and Juniper Financial. Gabriel de Alba is an international investor who has recapitalised, restructured and built businesses across the US, Europe, Canada and emerging markets.The debate addressed six core statements relating to private debt:1. Private debt seems to thrive in crisis only. Agree or disagree?2. Private debt is a safe investment in a changing environment. Agree or disagree?3. Is this the right time for debt, and how best to execute a debt strategy?4. ESG will ensure further transparency in private debt as per other asset classes. For or against?5. Covenant-lite loans are often referred to as the scourge of corporate lending. Agree or disagree?6. Debt is dead. Long live debt! Agree or disagree?If you'd prefer to read a recap of the key debate highlights, please click here.
IQ-EQ is thrilled to share a recording of the third webinar within our global series that aims to shed light on the reality and practical issues of economic substance in all key investment hubs. In this session, we focus on the Isle of Man. IQ-EQ's Group Investment Structuring Leader, Pascal Rapallino, kicks off the event by providing a brief overview of the series. He is joined by two expert panellists: Robert Rotherham, Partner at KPMG, and Craig Brown, Managing Director of IQ-EQ Isle of Man.Robert Rotherham presents the latest updates affecting economic substance in the Isle of Man, while Craig Brown elaborates on the best practices to ensure economic substance compliance.
I've spent more time than necessary on our fund administration and reporting, in part because of some of the easily avoidable administrative mistakes I’ve made over my 10-year journey as a startup investor. In this episode, I share some of the lessons I’ve learned to help you avoid the same headaches. The two templates I mention in the episode are here: The quarterly survey we send to our portfolio companies (https://docs.google.com/forms/d/1U9TQrJSk-8vr1dJDl6l0ZDdfNJ3MKAwK2r8YWACb0is/edit) Our quarterly report to our LPs (https://drive.google.com/file/d/1bmJj_utOufDOORIXlRCUfsLnE7FFmLzL/view)
In this episode, IQ-EQ's Head of Funds for Jersey, Malcolm Macleod, sits down with Grant Thornton's Jessica Patel and Ogier's Sophie Reguengo to discuss the merits of Jersey as a jurisdiction for real estate structuring.Jessica Patel is a partner in Grant Thornton's Real Estate & Construction team, based in London. She has significant expertise structuring UK and international property transactions with extensive knowledge advising clients on tax across the property investment and development lifecycle. Jessica works with a number of funds and REITs and leads M&A real estate transactions including due diligence and SPA advice for corporate acquisitions.Sophie, meanwhile, is a partner in Ogier's Investment Funds team in Jersey and the firm's multi-disciplinary Private Equity team. She is a highly experienced investment funds and regulatory lawyer with over 15 years in the funds industry, focused primarily on private equity and real estate structures. She advises private and public funds in relation to fund formation and raising capital, regulation, fund finance, acquisitions and sales, restructuring and winding-up.Together, they share valuable insight into why Jersey remains a jurisdiction of choice for real estate structuring as well as the most popular Jersey structures and the types of asset/investor using them. They also discuss the recent UK tax changes and wider tax considerations relating to Jersey, before sharing what they see as the hottest topics for real estate in 2021.
In this episode, IQ-EQ's Jimmy Leong chats to Teo Wee Hwee, Tax Partner and Head of Real Estate & Asset Management at KPMG in Singapore. Together they discuss the taxation of carried interest, a hot topic for GPs and key factor in determining the attractiveness of a location for alternative investment managers. Asian investment hubs understand the importance of this aspect; for instance, Singapore offers a special rate on fund managers' performance fees and Hong Kong has recently issued a proposal to provide a tax concession for carried interest distributed in respect of private equity transactions. Wee Hwee has practised tax for over 23 years and has extensive experience in structuring single country and multi-jurisdictional funds with an Asian focus. He has expertise in fund formations and is familiar with fund platforms in Singapore, Luxembourg, Cayman Islands and Labuan among others, as well as tax efficient divestment planning opportunities for funds with multiple exit strategies. He is also an expert in structuring carried interest from both a corporate and personal tax perspective.
IQ-EQ is pleased to share a recording of the second webinar in our new global series that aims to shed light on the reality and practical issues of economic substance in all key investment hubs. For this second session, which focused on Switzerland, we were joined by two expert panellists: Olivier Cavadini, Partner at Charles Russell Speechlys SA, and Janet Palmiero, Associate Director at IQ-EQ Switzerland. Serge Richard, Managing Director of IQ-EQ Switzerland, moderated the panel and Q&A session.During the webinar, Olivier Cavadini provided an overview of the substance requirements in Switzerland, while Janet Palmiero shared her insights and best practice case studies to help companies ensure their local entities achieve compliance.
IQ-EQ's Kevin O'Connell chats to Beth Houghton, Partner and Head of Impact, and Stephanie Wall, ESG Director, at UK investment firm Palatine Private Equity. Together, they discuss how the Covid-19 pandemic has accelerated the growth of ESG-focused funds and how the private equity industry can embrace this opportunity for change. In addition, Beth and Stephanie share the key criteria Palatine looks for when acquiring portfolio companies and discuss how they believe the private equity market will look one year from now.Beth joined Palatine in 2007 after having previously spent 10 years as a management consultant. She holds an MBA with distinction from Manchester Business School. Beth leads Palatine's Impact fund, and has recently been named in Real Deals' Future 40 Diversity and Inclusion Leaders list.Stephanie joined Palatine in 2018 from an environmental consultancy and has 10 years' experience in the responsible investing space. Palatine is a UK-based, mid-market private equity firm with an unrivalled reputation for balancing sustainability and ESG with market-leading returns. Its main focus is on ensuring that ESG contributes directly to the long-term success and sustainability of its portfolio companies.
Here we are pleased to share a recording of our recent webinar in partnership KPMG Singapore, which examined Singapore as a leading jurisdiction for funds. Hosted by IQ-EQ Singapore's Sukanya Lal, the December 2020 session took the form of a panel discussion followed by a live Q&A session. Joining Sukanya on the panel were:· Anulekha Samant, Tax Partner - Asset Management, KPMG Singapore· Kalpesh Desai, Partner - Deal Advisory, M&A Tax and Private Equity Tax, KPMG India· Nandini Navale, Director - Asset Management, KPMG SingaporeThroughout the insightful session, our expert panellists discussed the trends in onshore platforms in Singapore as well as some of the key commercial, tax and legal considerations for investors. The discussion covered the reasons behind Singapore's increasing popularity as a funds domicile, the various fund regimes now available in the jurisdiction including an update on the new Singapore VCC vehicle and its use across various fund strategies, fund management licensing requirements in Singapore, and more.
IQ-EQ's Jack Standen sits down with Charles Peck and Mark Maynard, co-founders of boutique executive search firm March Consultants, to discuss the impact of COVID-19 on working practices within the private equity industry.With Charles and Mark at the helm, March Consultants focuses on delivering creative hiring solutions for C-suite roles within the private equity sector and wider alternatives industry. The London-based firm places top players into leading multi-national corporations, alternative investment firms and their portfolio companies.In this episode of The Alternative Series hosted by funds director Jack Standen, Charles and Mark dive into the working culture and recruitment-related challenges presented by this year's COVID-19 disruption and how leaders within private equity firms are navigating and adapting to suit the ‘new normal' in order to sustain productivity, engagement and retention.
In this episode, Serge Krancenblum sits down with Phil Davis, Director of ESG at Africa-focused private equity firm, Helios Investment Partners. Together they discuss Phil's experience with ESG investing to date as well as his predictions for how this crucial area will continue to evolve, grow and impact the global investment sphere.Phil Davis is a leader in his field with over 14 years of industry experience, during which he has worked on the ESG frameworks of some of the leading global private equity firms. Before joining Helios earlier this year, he was Head of Sustainability, EMEA at The Carlyle Group. Helios is among the trailblazers in this space, having integrated ESG considerations into its investment framework since its inception. The firm's recent Certification B achievement is further evidence of its adherence to the highest standards of corporate governance, transparency, accountability and social and environmental performance. During this podcast, Phil explains how Helios intends to further advance and expand the scope of its ESG investments and shares key insight into how ESG is shaping the world of investments.
IQ-EQ sits down with CMS Law's Charles Kerrigan, chair of the AREF Technology Working Group, to discuss recent PropTech developments and the role that technology has to play in the real estate sector moving forward.Technology is proving to be the answer to many of today's challenges, including in the real estate sphere. PropTech trends were already influencing the UK real estate market, but Covid-19 may be accelerating such innovation to help overcome new pandemic-related hurdles and drive the market forward post pandemic.In this episode, funds director Tom Miller is joined by FinTech expert Charles Kerrigan to shed some light on this interesting subject. Together they discuss the significance of PropTech for the real estate sector, the role it has to play in relation to post-pandemic market recovery and what developments are likely to have the biggest industry impact in the next 12 months.Charles is a partner at CMS Law in London where he acts on finance and technology transactions and projects. The Blockchain Industry Landscape Overview 2018 names him as one of the UK's leading influencers on blockchain, and he is the UK's “recommended lawyer” for blockchain and digital technology in the UK Parliament Hub. Charles also chairs the Technology Working Group of the Association of Real Estate Funds (AREF).
IQ-EQ hosted a webinar with IFI Global, Morgan Lewis, PwC and Edelweiss Asset Management on Thursday 22 October, focused on ‘Private Debt in Asia'.North America may be leading the region when it comes to private debt, but a number of key Asian LPs – such as Temasek and the Japan Government Pension Funds – are allocating capital to private funds. On the back of our exclusive white paper, ‘Private Debt: Expect the Unexpected', which was launched by IQ-EQ in collaboration with IFI Global, this webinar session focuses on the key findings of the white paper from an Asian perspective.The webinar starts with an introduction on the results and takeaways of the white paper by Simon Osborn, CEO of IFI Global, followed by a panel discussion and a live Q&A session.The panel was moderated by Jimmy Leong, IQ-EQ's Chief Commercial Officer for Asia. Our panellists comprised:· Sukanya Lal, Business Development Director, IQ-EQ· Joel Seow, Director, Morgan Lewis· Hermant Daga, President and Head, Edelweiss Asset Management· Anuj Kagalwala, Partner, Asset and Wealth Management Tax Leader, PwC Singapore.
Alternatives were the only asset class to continue to show sequential revenue growth in Blackrock's Q3 update in April 2020. Since COVID-19 fears caused stock prices to collapse in February 2020, some of the strongest outperformers have been fund administrators, particularly those that focus mainly on fast-growing alternatives such as private debt, real estate and private equity. We are joined by CEO of Sanne, Martin Schanier, CEO of MJ Hudson, Matthew Hudson and CEO of Ocorian, Anthony Zarmakoupis. Investec site
Story 1-MSC Mediterranean Shipping Company (MSC) is pleased to announce that the company has started to use biofuel in its vessels. Story 2: EFAI says the reduced retail price for gasohol E85 will end some time in 2020. Story 3: Brazil Sugar Cane crush down 28% on year.