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Private Investment Fund, Operations and Compliance Forum West

August 25, 2016 - August 26, 2016


We don’t have to tell you how crucial it is to ensure that your fund is operating with optimal efficiency. From increasing regulatory constraints to investors’ growing demand for transparency, it’s absolutely essential to have the best game-plan in place. Through intense research with a wide-array of fund professionals and collaboration with some of the industry’s most knowledgeable experts, we’ve put together an agenda that tackles the many challenges that private investment funds face these days.

General session topics include –

  • Tackling Key Regulatory and Compliance Items: What’s on the SEC’s Radar and What Should Private Investment Funds Be Doing About It?
  • Tales from an SEC Audit – Lessons Learned and Moving Forward
  • Effectively Managing Internal Expense Allocations – From Compliance to Optimizing Operational Procedures
  • Cybersecurity and Avoiding Fraud- Implementing a Proper Course of Action
  • A Look at the Upcoming New Partnership Audit Rules – What Every Fund Must Know
  • Private Investment Fund Accounting Roundtable – Lessons Learned from the Busy Season
  • Fund Administration Best Practices – From Oversight to Day-to-Day Operations

Private Equity/ Venture Capital Track

  • Successfully Addressing Key Valuation Issues for Private Equity Funds
  • Managing the Increasing Demand of Co-Investments – From Compliance to Operational Best Practices
  • LP Terms and Conditions – Being Creative and Providing Win/Win Opportunities
  • Private Equity Tax Outlook for 2016 and Beyond
  • Portfolio Company Due Diligence and Optimization – Value-Add Tactics for Your Fund’s Investments

Hedge Fund Track

  • Hedge Fund Operational Due Diligence – How are Investors Assessing Fund Operations?
  • Performance Measurement and Reporting Standards for Private Investment Funds
  • Successfully Addressing Key Valuation Issues for Hedge Funds
  • Leveraging the Balance Sheet– Banks, Brokers and How We All Get Along
  • Hedge Fund Tax Outlook for 2016 and Beyond