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The Expert

Looking back to look forward

By looking back at how and where the international funds industry has evolved, we can better understand how the sector might develop in the future, argues Elliot Refson, head of funds at Jersey Finance

Comment: Negotiating GP stakes deals in uncertain times

Lawyers from Cleary Gottlieb say careful negotiation of key terms will be more important than ever

Comment: Co-sourcing

Kimberly Kale, head of operations for the PE Back Office at Allvue Systems explains how GPs can have their data and their fund administrators too, without complicating their data flows

Comment: We need to talk about valuations, or face a credibility crisis

Robert Quartly-Janeiro, IR consultant and former LSE Visiting Fellow urges GPs to face the music

Column: Tricky maths

Dörte Höppner, chief sustainability officer at the Riverside Company, explores the complexities of collecting ESG data

Comment: UK LP reform package

Goodwin lawyers outline key proposals of the UK limited partnership legislative reform package introduced in the Economic Crime and Corporate Transparency Bill

Comment: Brexit and PE - where are we now?

John Young, international counsel at Debevoise & Plimpton, highlights growing concerns around the EU granting equivalence to the UK and the implications for PE firms

Comment: Coming to terms

Steven Ward and Anjuli Chatterjee of Squire Patton Boggs compare and contrast fund terms between VC and PE, and ask how both might change in an increasingly challenging funding environment

Comment: The Mother of Invention

James Wood, investment funds partner at Hogan Lovells in Sydney, explores fund structuring innovations throughout the APAC region

Column: Reality check

You are the creator of your own reality, writes Thomas Woodland, The Private Equity Coach

The most influential fund finance experts of 2022

Charting the market’s movers and makers

Comment: The world has changed - how are lenders and markets reacting?

With great challenge comes great opportunity, writes Mohith Sondhi, senior director – debt finance at OakNorth Bank

Data, cyber security and AI compliance: managing the evolving landscape

Debevoise & Plimpton’s Robert Maddox and Martha Hirst detail how new cyber and privacy rules from regulators worldwide will impact PE firms, and provide five key tips to stay ahead

Setting the record straight

Eric de Montgolfier, CEO of Invest Europe goes beyond the fiction and details the facts about private equity and venture capital in Europe

More signal, less noise: enhancing the UK’s position as a fund domicile

Despite housing the largest asset management industry in Europe, the UK ranks behind other jurisdictions as a domicile of choice for UCITS and AIFs

Column: Ukraine and ESG

The humanitarian crisis in Ukraine has put ESG into sharp focus for private equity firms, writes Riverside Europe’s COO Dörte Höppner

Comment: Keep your head in the cloud to track ESG

To be good at ESG investing you need an exceptional ESG tracking system, which requires the power of the cloud, writes Ben Harrison of Intapp

Comment: ESG and PE in Asia: rules of attraction

Stephanie Keen, leader of Hogan Lovells’ corporate & finance practice in Asia Pacific and associate Amelia Lee detail regulatory developments putting ESG firmly on the map in Asia.

Column: A song of ice and fire

SOFOS Associates’ Natalia Ramsden continues her series of detailing various techniques and treatments for enhancing cognitive performance - this time looking at hot and cold therapies

Column: The illusion of two paradigms and its impact on performance

Depending on whether you’re in the outside-in or the inside-out paradigm, your behaviour will vary significantly. But only one of them is real and understanding this leads to considerable outperformance, writes executive coach Thomas Woodland

Could NLP be the silver bullet for the asset servicing industry’s challenges?

Tim Mietus of Citco Technology Management asks if natural language processing could be an essential tool for data integration in lieu of greater industry standardisation and ever-growing capacity woes

Comment: Fund forecast

Mohith Sondhi of OakNorth Bank shares his top predictions as macroeconomic challenges intensify

The oxygen effect

Natalia Ramsden of SOFOS Associates details the cognitive improvements that can be achieved with hyperbaric oxygen therapy

Leading managers embrace a new standard in contract negotiation

Troy Pospisil, CEO and founder of Ontra, charts the adoption of legal tech by blue chip private equity firms

Comment: Make it hard for hackers

Drawbridge CEO Jason Elmer explores cybersecurity threats for PE firms and portfolio companies and explains why preventing easy access is key to mitigating breaches

Private equity and hedge funds’ cyber security demands converge

Tom Cole, managing director - UK & Europe, Abacus Group, charts private equity’s increasing needs for robust cyber security,

CTOs: Dealing with (unfair?) pressure

Alex Tyler and Ingolv Urnes of psKINETIC look at the challenges and successful coping strategies

Comment: Unlocking private markets’ ESG potential

Hemal Mehta, founder and CEO of AtomInvest discusses the importance of sophisticated tech when it comes to ESG data collection, analysis and reporting

“C-Suite and non-competes in the age of the tweet” – restrictive covenants and social media

Proskauer Rose’s Dorothy Murray and Nicola Bartholomew discuss the increasingly blurred lines when it comes to non-competes and personal social media accounts

Let’s talk about the data

Tim Friedman, founder of PE Stack, discusses all things data, including the adoption of alternative data sources and how to create a data plan

The DEI is cast

Riverside Europe's Dörte Höppner gets under the skin of private equity's diversity, equity and inclusion problem

State of mind

The final undiscovered competitive advantage in business, writes transformative coach, Thomas Woodland

Comment: The impact of new long-term vehicles with large liquid allocations

Ed Lee, partner at Proskauer, explores the advantages of adopting an evergreen model, as well as the challenges and questions they present

The performance missing link: intelligence

Natalia Ramsden of SOFOS Associates charts the rising trend among private equity professionals of boosting performance by adopting innovative medicines to increase intelligence

ATAD 3: How will private equity measure up?

Andrew Howard, Ropes & Gray tax partner, outlines his thoughts on the likely impacts on private equity of the ‘ATAD 3’ EC proposal, designed to prevent the misuse of shell entities for tax purposes

Your data: Time to take the steering wheel

Private capital firms cannot let off-the-shelf software solutions control data strategy, writes Ingolv Urnes of psKINETIC

Navigating new rules

Ropes & Gray partner, Eve Ellis, takes a look back at private equity fund regulations throughout 2021, and looks ahead to what's in store for 2022 and beyond

Comment: The year ESG went mainstream

Sofiya Bumagin, managing associate at Linklaters discusses how ESG is fast becoming a PE megatrend, and the challenges yet to be overcome

Comment: Alternative managers challenged to build virtual fort knoxes

The cash-in, cash-out nature of fund management requires sophisticated cyber controls, write Jeremy Slade and Don Jefferis of Hazeltree

Out of the deep freeze and into the sun

Fokke Lucas of 17Capital discusses the merits of single asset portfolio finance for companies impacted by the pandemic

The big picture

Riverside Europe COO Dörte Höppner, details why private equity should consider ESG regulations as a chance to positively contribute to the global effort against climate change

Comment: New tax regime for UK asset holding companies

Ropes & Gray partner Brenda Coleman and associate Tim Waters detail the latest development for the UK funds industry

The rise of the cross-border transaction

Reed Smith partners Stephen Mooney and Sam Webster detail the latest evolution in the way funds operate and structure deals

Finding the right home for your alternative fund

IQ-EQ's Justin Partington assesses the key elements of fund domicile selection

Taxation of partners: Changes expected

Alex Conway of Crowe UK details expected changes as to how partners will be taxed following the government’s current consultation

Why so serious?

Seriousness is the single greatest source of inefficiency and ineffectiveness in business, writes executive coach and performance consultant, Thomas Woodland

Get ready for the new investment firms prudential regime

PE houses must familiarise themselves with the new requirements and ensure their forecasting practices are up to standard, writes Karen Allan of Haysmacintyre

Comment: The first time

Khuram Bajwa of OneTen Associates discusses real life examples of hiring a CFO for the first time

Comment: Navigating through the storm: An evolution in fund finance

Leon Stephenson and Colin Baker of Reed Smith outline the various uses and advantages of NAV facilities

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

Comment: The importance of being idle

Corona not only cleared the skies but also our minds, writes Riverside Europe COO, Dörte Höppner

Comment: ESG and fund finance

Michael Mbayi of Wildgen and Thomas Hallett of Barclays explore how funds can embrace ESG fund finance solutions

New horizons: Carbon pricing

Professor Gianfranco Gianfrate, Climate Finance Lead and Professor of Finance at the EDHEC-Risk Institute, says carbon pricing is happening and managers need to prepare

Comment: Managing privacy concerns surrounding FATCA and CRS compliance

Ed Harris, Louise Crawford and Adela Komorowska of Hogan Lovells examine the friction between enhanced transparency among tax authorities and the right to privacy

Comment: ESG fund financing trends

Sarah Lobbardi of Avardi Partners details the latest trends around ESG-linked fund finance

Finding a digital edge: how to approach digital transformation

George Ralph of RFA breaks down approaches to digital transformation within private equity operations, and highlights the importance of an effective data strategy

Comment: Everything you need to know about preferred equity waterfalls

Ben Yeoh from Goodwin provides a succinct overview of how preferred equity waterfalls work

Comment: Virtual due diligence: Best practices emerge

Investors are growing accustomed to remote due diligence amid the pandemic; Zac Williams of Monument Group outlines some simple guidelines to help GPs differentiate themselves

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

Comment: An opportunity to fly ahead of the curve

Mikaela Murekian, director and head of ESG at Greenbrook, asks if a new approach to air travel could help GPs in their response to increased ESG pressure from LPs