Fund docs
9 September 2021
Profile: Stella Morse, Inverleith
The CFO discusses joining the private equity firm from the consumer world, what she thinks of the latest ESG regulations and setting up Inverleith's first institutional fund
2 September 2021
GP commitments increase
According to MJ Hudson, more fund managers contributed a 3% GP commitment compared to those who committed 2% or less last year
31 August 2021
Law school: litigation funds
Litigation funds are fast-becoming a fundamental part of the global justice system. While the 'assets' they manage differ greatly to those of traditional private capital funds, the way in which they operate is almost identical.
24 August 2021
Accelex expands automation capabilities
The new feature enables firms to streamline investor operations to process thousands of private markets fund performance reports each quarter
26 July 2021
Domicile watch: July 2021
Key takeaways from the major PE domiciles: including Denmark's ranking as most business-friendly domicile, increased fund fees for Jersey and Guernsey's proposal for increasing fees
22 July 2021
Profile: Feizal Moossa, Adenia Partners
The chief risk officer discusses the importance of his role within private equity, how his responsibilities have evolved since joining Adenia in 2003 as well as operating without an in-house legal team
19 July 2021
ELTIFs revisited
The ELTIF structure was so unpopular that the European Commission put it under review. However, a recent spate of new launches means the regulator could have been too hasty.
12 July 2021
You can’t stand under my umbrella
The Greensill scandal has thrown light on umbrella structures, which are now under review by the FCA - what could this mean for private equity?
8 July 2021
The Drawdown Awards 2021: Finalists Announced
Thank you to everyone who entered, and a massive congratulations to all those that made the shortlist
5 July 2021
Northern Trust launches ML document capture
The machine learning document capture tool marks the launch of a series of releases aimed at digitising alternative asset servicing
1 July 2021
A guide to Germany’s new pre-marketing rules
New pre-marketing obligations for German AIFs come into force this August, with a distinctive German twist
29 June 2021
Domicile watch: June 2021
Key takeaways from the major PE domiciles: including Guernsey's updated code of corporate governance, Luxembourg's FAQ on MiFID application and Cyprus' new form related to cross-border activities
24 June 2021
Profile: Jonathan Pugh-Smith, Bregal Investments
The general counsel of funds discusses why he joined the firm, the diversification of Bregal's LP base and the ongoing challenges around regulations
17 June 2021
KPMG joins campaign for reporting taxonomy
KPMG UK has become a founding member of Private Capital Data Standards Alliance (PCDS Alliance – formerly ADS Initiative)
7 June 2021
What do LPs do with all the data?
A recent webinar discussion explored what information is being transmitted from GPs to LPs
3 June 2021
Profile: Rebecca Noyes, Alderwood Capital
The CFO discusses joining the newly-launched firm, the perks of having no legacy issues as well as Alderwood's core beliefs and growth plans
28 May 2021
ESMA publishes guidelines on cross-border marketing
The guidelines specify the requirements funds’ marketing communications must meet
13 May 2021
Profile: Sedef Köktentürk, Blue Horizon
The managing partner & COO discusses upgrading the impact investor's technology and processes, how the niche strategy impacts her role, and how being an Olympic athlete taught her the value of collaboration and cooperation to achieve goals
10 May 2021
FCA requests feedback on new long-term asset fund
LTAF aims to provide an open-ended fund structure that accommodates PE, VC, private debt, real estate and infrastructure strategies
10 May 2021
In conversation: Do we even need standardisation?
A recent podcast discussion explored technological advances in data transmission, and asked if standardised reporting is still necessary?
4 May 2021
WATCH: What do LPs do with all the data?
A recent webinar discussion explored the way in which data is being communicated, how technology is helping both GPs and LPs, and what LPs are doing with all the information
28 April 2021
LISTEN: Do we even need standardisation? Episode 2
The second instalment of a recent podcast discussion examined industry body reporting efforts, and asked if standardised reporting is still necessary?
21 April 2021
LISTEN: Do we even need standardisation? Episode 1
A recent podcast discussion explored technological advances in data transmission, and asked if standardised reporting is still necessary?
19 April 2021
5 minutes with… Charlie Jolly, RSM
The head of private equity discusses how RSM supports GP fund restructurings; the importance of valuations, and the latest innovations within the process
6 April 2021
A guide to continuation funds
Jeffrey Bronheim, Daniel Mathias and James Mossetto of Cohen & Gresser detail key documentation considerations in where conflicts of interest may potentially arise, and why this trend is likely to continue
29 March 2021
5 minutes with… Simon Thornton, PEARonline
Simon Thornton, founder of private equity investor portal and fundraising data room PEARonline discusses the company’s origins, the importance of secure data transmission and upgrade plans
17 March 2021
Legal: Fund Structuring award winner: Travers Smith
Fund partner Sam Kay merits the win to the firm's heritage in private equity as well as its active thought leadership
4 March 2021
Deeper Perspective: The UK Funds Regime
Benjamin Lamping, founder of Reframe Capital asks: Are we at risk of missing a potential watershed moment for the UK funds industry, and a genuine post-Brexit opportunity?
24 February 2021
LP location most important factor in fund structure selection
Alternatives Watch’s 2021 Fund Formation Survey found 20% of respondents cited regulatory regime as another important consideration for dictating the type of fund launched
18 February 2021
Operational Lens: Agathos Fund II
A detailed inspection of the operational function's input in Agathos Management's recent first fund close on its sophomore fund
15 February 2021
5 minutes with… Ian Connatty, British Patient Capital
Ian Connatty of British Patient Capital discusses the evolution of fund operations from an LP perspective, changing skill sets, and lasting impacts of the pandemic
11 February 2021
Profile: Jasi Halai, 3i
The group financial controller & operating officer discusses working within the finance dept of a listed firm, leading system implementations and transformations as well as her role in the firm's committees
8 February 2021
GAAP in Lux
Avega Capital Management’s Nic Mueller discusses why the Grand Duchy’s new interpretation of accounting standards is important for private equity funds
1 February 2021
Spending power: Getting a handle on legal expenses
A recent webinar discussion looked under the bonnet of legal spending
22 January 2021
Colmore launches Stride
Stride automates and enhances the collection, extraction and analysis of unstructured data
5 January 2021
Capital call levels greater than distributions
Latest findings from Triago and Cebile highlight the oddities of 2020, including the rapid rise of GP-leds
16 December 2020
LISTEN: InCloudCounsel’s Pospisil on the future
Troy Pospisil explores how the regulatory landscape for private capital funds is evolving, how investor demands are changing and how InCloudCounsel’s offerings aim to support these developments
14 December 2020
Class of 2020
A cross-section of industry practitioners share their greatest lessons of this year
9 December 2020
LISTEN: InCloudCounsel’s Pospisil on document abstraction
Alice Murray talks to Troy Pospisil, founder and CEO of InCloudCounsel about what it is, how it works and how it supports private equity legal teams, as well as the wider organization.
2 December 2020
LISTEN: InCloudCounsel’s Pospisil on private equity roots
In the first instalment of our mini podcast series, Alice Murray talks to Troy Pospisil, founder and CEO of InCloudCounsel about the company’s origins: what drove him to set up the firm and how it has developed over the past seven years.
9 November 2020
Find & Seek: follow-on funding
CFOs seeking follow-on funding in order to preserve value have multiple options, but which is the winning strategy?
13 October 2020
WATCH: No place like home: finding the right fund domicile
Predictability, reliability and quality are key components, according to our expert panel
28 September 2020
Ocorian acquires Newgate Compliance
The deal furthers Ocorian's service offering to asset managers operating in the regulated UK market.
28 September 2020
Take back control
In a bid for more control, GPs have been asking fund administrators to work on their own systems, rather than the administrator's
21 September 2020
Comment: Cross-border marketing of funds
Richard Small, partner of Addleshaw Goddard, deciphers increasing complexities around crossborder marketing rules
10 September 2020
A true alternative
From alternative law firm to publicly listed full-suite asset management consultancy, MJ Hudson has had an outstanding decade
24 August 2020
Comment: Navigating capital calls
Lydia Danon and Shelley Drenth of law firm Cooke, Young and Keidan, outline practical steps PE firms ought to be taking to mitigate potential capital call conflicts
24 August 2020
UK GPs spend $8.6m on legals annually
A new report has revealed how much private equity firms are spending on external legal counsel
10 August 2020
Private Equity Service Provider Awards: Shortlist Announced
Announcing the finalists for the 2020 Private Equity Service Provider Awards
31 July 2020
AIFMD evaluation: watch this space
The European Commission’s recent evaluation of the directive leaves the industry unsure as to what will happen next
30 July 2020
ILPA unveils deal-by-deal model LPA
This latest model comes off the back of strong demands for a template to use for a DBD structured agreement
27 July 2020
LIBOR limbo
While it might seem as though there’s plenty of time for managing the transition, if left too late, GPs will have to accept whatever replacement rate they’re given
23 July 2020
Steadying the ship
Can a solid operating platform provide much needed certainty in an increasingly uncertain world?
13 July 2020
Lobbardi launches Avardi Partners
Lobbardi has announced the launch of a fully independent fund finance advisor Avardi Partners
9 July 2020
LP expert Graye joins forces with qashqade
LP expert and industry advocate Lorelei Graye joins qashqade’s executive advisory
2 July 2020
5 minutes with… Matthew Crisp, Wheelhouse
The CEO of Wheelhouse Advisors discusses the firm’s spinout from ACA Compliance and the key tax, regulatory and compliance developments PE firms need to be aware of
15 June 2020
Comment: Considerations for hiring tax talent
As the importance of having internal tax resources grows, what needs to be considered when hiring this type of talent?
11 June 2020
Comment: A decade of fund finance in Luxembourg
More competition plus an increasingly complex regulatory environment requires greater sophistication and specific LPA provisions, writes Wildgen's Michael Mbayi
21 May 2020
Rising LPA amendments
With most GPs needing greater flexibility and more liquidity, there has been a surge in LPA amendments
18 May 2020
Alabaster joins Ropes & Gray
He joins from Linklaters where he was a partner for six years.