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Expert Advice
Elite universities with a pitiful track record of working with Latinos and African Americans are heading to Capitol Hill seeking help from minority members of Congress to fend off new taxes and regulations on the money in their tax-exempt endowments.
The first job of emerging managers seeking to grow their investment firms is to deliver performance that is considered to be within the ballpark of acceptance. They have a second job, too. It is their responsibility to educate and persuade prospective investors and those who influence them to understand and buy into how they invest.
Is your money management firm too often striking out in its early due diligence/get acquainted meetings with sophisticated investors?
This article examines the Preferential Treatment Rule adopted on Aug. 23 as part of the Securities and Exchange Commission’s new Private Fund Rule.
Private Fund Series: Financial Statement Audit & Adviser-Led Secondaries Rules
The Securities and Exchange Commission adopted new Investment Advisers Act rules (“Rules”) on Aug. 23 that aim to protect investors in private funds by imposing restrictions on and requiring transparency into certain adviser practices.
The announcement of the finalists in our annual Emerging Manager Awards.