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Brian Bonilla

The Private Fund Compliance Forum in 5 data points

We digest the premier meeting of private fund compliance professionals through some key statistics.

Private Fund Compliance Forum: Fees and expenses remain the number one issue

Documenting and checking fees and expenses remains vital for compliance heads, panelists at the Private Fund Compliance Forum in New York said on Wednesday.

Briefing: Are you in breach of Regulation S-P?

OCIE’s most recent risk alert is about client data: find out what compliance issues they found and why private equity firms should pay attention.

Expense testing: A not-so-magic trick

The process is simple, if time-consuming, and it could just save your private equity firm.

To text or not to text?

Compliance issues around texting still exist in the private equity industry. How should firms handle this intricate topic and what should they expect in the future?

Q&A: Investec’s Tom Glover on the future of fund finance

The firm's head of fund finance in New York discusses innovative ways GPs are seeking out financing.

A $40k reminder about fiduciary duty

A relatively small settlement with the SEC points to a much bigger issue of note for PE firms.

DATA SNAPSHOT: CFOs cold on automated waterfalls

We surveyed a small sample of CFOs and found that most aren't too keen on automated waterfall calculations. Here's why.

DATA SNAPSHOT: Is PE embracing blockchain?

IQ-EQ's recent report shows that private equity fund professionals still aren't using blockchain technology for investor dealings, but a number of respondents are optimistic about its future in the industry.

By the numbers: Gender balance, diversity and GP commitments

pfm puts stats to the trends this month: gender pay gaps, diversity attitudes and GP commitments.
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