June 2015 Issue


    Month: June
    Year: 2015

    Back to Print Editions

    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...