News & Analysis

Private Debt Investor’s CFOs & COOs Forum: Investor reporting made simple

CFOs share their experiences with automating their investor reporting.

Tuesday: The legal advice that’s not wanted in the mid-market

Today’s newsletter topic, from John Bakie at our sister publication Private Debt Investor, tackles the growth of the ‘designated lawyer’ phenomenon.

DATA SNAPSHOT: Capital calls in widespread use, survey finds

The PEI/RBC Investor & Treasury Services survey shows managers continue to use financing.

Monday: Battle of the Atlantic

This week we're focusing on the conflict between the SEC and EU-based PE firms that want to register in the US but can't due to conflicting GDPR and SEC requirements. Today we look at compliance issues.

Privacy laws: European GDPR is incompatible with SEC registration

One reading of the GDPR argues firms cannot share information with the US regulator.

How blockchain flies in the face of privacy law

"The technology seems to be moving faster than the regulators," James Ferguson, head of Americas at Intertrust Group, writes.

Friday: Evaluating a fund administrator

We're taking a look at human capital, outsourcing and CFOs – starting with outsourcing fund administration.

Fund administration special: Complexity drives consolidation

The M&A boom in the fund administration industry is gathering pace, but can these new larger players maintain the same level of service?
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