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TDA 2022 Fund Administration: Under $50bn (Total AUM) winner: Highvern

The team discuss its key differentiator and talent management, which impressed the judges

TDA 2022: Double win for Alter Domus

The firm won the Fund Administration: ManCo Services and Fund Administration: Over $50bn (Total AUM) awards

TDA 2022 Fund Administration: ESG winner: IQ-EQ

We explored IQ-EQ's ESG monitoring solutions which set the firm apart from its peers in this category

TDA 2022 Fund Administration: Technology & Innovation winner: The Citco Group of Companies

Jay Peller, head of Citco Fund services details what he describes as the "Citco Way", which enables the team to maintain strong, long-term client relationships

Profile: Laura Howes, Key Capital Partners

The finance & operations director discusses her move from origination to finance and ops, challenges in her new position, as well as her involvement with the firm’s tech stack

5 minutes with… Jeremy Katzeff, GoldenSource

“A lot of firms are still on the trajectory of being able to manage their data… Once they get past this point, it’s all about being able to use analytics to create various summaries using customisable drilldowns to produce readable, visually pleasing reports.”

Legal lowdown: Sam Kay, Travers Smith

Partner and head of investment funds discusses PE’s evolution since 1998, the importance of carry, along with the challenges of labelling funds in relation to SFDR and the Taxonomy Regulation

Profile: Bonnie Kraus, Crane Venture Partners

The COO discusses her career path to Crane, what PE could learn from VC as well as what’s in store for the firm in Q1 2023

5 minutes with… Karim Ali, daappa

“We can foresee that with retail investors increasingly wanting to access this asset type, there will be more and more regulations. So compliance is a major area for us.”

5 minutes with… Yann Magnan, 73 Strings

“There is currently so much capital flowing towards alternative investment funds, such as private equity and venture capital - and that’s great for the industry. However, that means there will inevitably be more and more investments to monitor, value and report on to LPs.”

Profile: Laurent Marvy, PAI Partners

The head of HR discusses the key differences of HR & talent across the globe, PAI’s HR set up and advice for firms wanting to maintain culture in a hybrid environment

Profile: Patrick Camenisch, Evoco Private Equity

The director of finance and operations discusses automating processes, fund administrator challenges, and why Evoco switched fund domicile from Jersey to Luxembourg

Legal lowdown: James Oussedik, Sidley Austin

To kick off our legal insights series, James Oussedik, investment funds partner at Sidley Austin discussed his thoughts on AIFMD II and fund domiciliation challenges

5 minutes with… DealsPlus

We caught up with founder Venkat Subramaniam to discuss how the platform is standardising deal closing and investment management processes

Profile: Susan Wilkins, Actis

The COO discusses her pathway from Actis portfolio company to the GP, taking over management of Abraaj funds and her role as a member of the inclusion & diversity committee

Profile: Razzak Akbar, Freshstream

The CFO discusses Freshstream’s spinout from Bregal, the ongoing relationship between the two firms and setting up the Dutch office

5 minutes with… +SUBSCRIBE

+SUBSCRIBE’s Rafay Farooqui talks us through the platform’s onboarding and subscription document processing capabilities

Techwork 2022: Juri Pervjakov, BaltCap

“With increasing workloads, we’ve had to consider the new role of the back office, how to streamline processes and automate workflows"

Techwork 2022: Peter Tucker, IK Partners

“Running an IT department for almost 200 users (and growing), requires all areas of the IT service to evolve with the business”

Techwork 2022: Lyndon Arnold, Triton Partners

“The ultimate objective is to use technology to improve manual processes and facilitate growth in every area, from capital raising through to investment activity”

Techwork 2022: Mark Gully, InvestIndustrial

"In addition to our digital transformation programme there are a number of innovative ideas being explored that, once they come to fruition, will make an impact across the PE industry. Watch this space!”

Techwork 2022: Victor Davies, Bregal Investments

“We want to build in more automation and use data in a more intelligent way to make decisions, across our IT and investment teams.”

Techwork 2022: Adrian King, Pollen Street Capital

“We want to streamline our processes and the way we communicate with our key stakeholders, to enable us to scale deals and AUM efficiently”

Techwork 2022: Frédéric de Frésart, Argos Wityu

"Our IT infrastructure has evolved into a single hybrid network. Everyone uses and shares the same tools. That has been a huge evolution for our employees because it completely changed the way we work"

Techwork 2022: Hind el Gaidi, Astorg

“Our ultimate aim is to capture the full value chain. From fundraising right the way through to exits, we want to ensure we have best of breed systems in place that will help us to ensure every part of the process is going well.”

Techwork 2022: Patrick Gloor, Montana Capital Partners

“The most important part of my work was and still is, constantly improving cyber security while maintaining the flexibility needed by our employees.”

Techwork 2022: Marc Boullier, PAI Partners

“I want to digitalise deal sourcing, taking into consideration finance, ESG and procurement”

Techwork 2022: Neil Hendricks, Hg

“We encourage a feedback culture, so people can tell us what is working, what isn’t and what helps with their day jobs. That’s the best way to ensure our technology is constantly fit for purpose”

Techwork 2022: Ash Patel, ECI Partners

“Some of my main achievements for the firm include outsourcing our IT services to a managed service provider (MSP) so I can put a greater focus on the strategy and governance part of IT"

Profile: Kristy Trieste, Motive Partners

The CFO & chief compliance officer discusses being a founding partner, plans for the compliance function going forward, as well as how she interacts with IR

5 minutes with… Birchstone Markets

We caught up with Devonshi Mody and James Arnold of Birchstone to find out about their connected treasury offering.

5 minutes with… Derivative Path

Brett Morrell & Ciccy Yang discuss how the technology-focused business supports private equity risk management

Profile: Devin Glenn, Blackstone

The managing director, global head of diversity, equity & inclusion discusses how Blackstone collects and measures DEI metrics, where DEI sits within the firm and what she's achieved so far

5 minutes with… Monel Amin, DiligenceVault

“One of the biggest friction points we see is the lack of standardisation. Diligence standards have emerged, but adoption remains sub-scale.”

Profile: Richard Drover, Apis Partners

The CFO discusses his responsibilities outside the finance function, his 100-day plan of action to improve and enhance Apis' processes as well as the challenges of joining a new firm

5 minutes with… Global Regulatory Surveillance Services

We caught up with Joe Vittoria and Sarah Donnelly of GRSS to find out about the new firm and its surveillance system offering for regulated businesses

5 minutes with… Wissem Souissi, Diligend

“When huge amounts of data sit in files, there’s not a lot you can do with it. But if the data is centralised and digitised, you can slice, dice and extract incredible insights from it.”

Profile: James Harper, Apposite Capital

The CFO discusses why he has taken over the IR function, what processes and frameworks he's put in place since joining, as well as how the firm's bespoke DD for ESG differs from their peers

5 minutes with…. Untap

We caught up with new tech player Untap, which brings together portfolio monitoring, value creation strategy and ESG capabilities to bring about tech enabled portfolio management

5 minutes with… Mark Coppin, Standish Management UK

“It’s not just about having a relationship manager, it’s about knowing the intricacies of each other's preferences, styles and ways of working, to get the best experience and standard of service possible.”

5 minutes with… Entrilia

“We believe no operational model should feel locked out from its richest source of internal data, outsourced or not.” - Eric Faw

Profile: Bart Elema, Waterland Private Equity

The partner, CFO & risk officer discusses how his role and responsibilities have evolved over nearly two decades, why Waterland domiciles its funds in the Netherlands, as well as securing the firm's first ESG equity bridge facility

Profile: James Yates, IK Partners

The CFO & managing partner discusses how the firm has professionalised and institutionalised its processes, his thoughts on Luxembourg as a domicile as well as his hopes for IK's operational functions in the future

High profile collection

Selection of The Drawdown’s favourite profiles with key operational professionals in 2021

Technology: Innovation winner 2021: Canoe Intelligence

The Drawdown caught up with Mike Muniz of Canoe Intelligence, following their victory at The Drawdown Awards 2021

5 minutes with… Novata

CEO Alex Friedman: “Ultimately, you can develop the world’s best product, but if people don’t find it easy to use, it won’t serve society very well. A simple, intuitive user interface is a big focus for us.”

5 minutes with… Exchangelodge

We caught up with Ian Rubenstein from Exchangelodge to find out what makes the company different from other data technology providers in the private capital markets space

5 minutes with… No Limit Capital

Co-founders of No Limit Capital, Neno Raic and Slade Spalding, discuss why they set up the fund finance lender and what makes them different from traditional banks

Profile: Richard Burrett, Earth Capital

The chief sustainability officer discusses the firm's proprietary tool, Earth Dividend, challenges around certifying as a Guernsey Green Fund as well as what he thinks of the FCA's proposed climate-related disclosures

5 minutes with… Stephen Millard, Included VC

“If organisations do not have high permission, high trust or are not open and conscious to allowing their employees to be their true selves, nothing will change.”

5 minutes with… Rory Smith, Brickfield

Founder of Brickfield Recruitment, Rory Smith, discusses his journey into fund finance and why it’s such a special market to work in

Profile: Jon Fredrik Vassengen, Argentum

The manager and compliance officer discusses how the fund-of-fund determines ESG criteria and the challenges of collecting quantitative ESG data

Profile: Sam Marsh, Alpha

The senior partner discusses the firm's newly-launched global accounts solution, aimed at bringing efficiencies when setting up international business accounts and SPVs

5 minutes with… Michel Geolier, Betterfront Technologies

“We enable GPs to lead with their story, to present their track record to prospective LPs, which then gives them the chance to look through the data to understand what sets this GP apart from its competition.”

Profile: Hina Ahmad, Capital Dynamics

The COO discusses moving from the legal and compliance team to her current role, how the team has leveraged technology to keep up with rapid growth, as well as plans for evolving the firm's pandemic sub-committees

Profile: Frédéric de Frésart, Argos Wityu

The chief information officer discusses the firm's digital transformation, key considerations to ensure security isn't breached for hybrid working models as well as why blockchain is one to watch

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

5 minutes with… Antoine Sage, PE Cube

“A typical buyout fund, for example, with 50 LPs and 10 portfolio companies generates around 10,000 documents during its lifespan, which equates to about 40,000 emails. Managers need a dedicated tool to manage this quantity of information.”

5 minutes with… Neil Carnegie, Carnegie Fund Services

"While other fund administrators might get caught up in the consolidation trend, we’ve never made an acquisition. We’ve been asked to sell, but so far we’ve resisted."

5 minutes with… Danielle Lawrence, Freyda

“I think improved reporting and transparency is becoming table stakes for the industry. You’re expected to have appropriate technology and great processes in place which allow your organisation to focus on high impact work.”