The Private Capital Industry Is Evolving

By Anne Anquillare, CFA,Chief Executive Officer & President, PEF Services LLCWe have all heard it—the greatest challenge for the private capital markets—and the greatest opportunity—centers on providing investors access to real-time information to enable true...

By Hank Boggio, Senior Managing Director & Chief Revenue Officer of PEF Services LLCFor CFOs who need to keep pace with the demands of regulators and investors, manage administrative costs, and carve out time for more strategic activities, outsourcing fund...

By Hank Boggio, Senior Managing Director & Chief Revenue Officer of PEF Services LLCWhile levels of service to the CFO and their back office are key, fund managers also rely on the fund administrator to meet the reporting needs of their investors. As investors’...

By Hank Boggio, Senior Managing Director & Chief Revenue Officer of PEF Services LLC General Partners are operating in an era of increased regulatory scrutiny, more sophisticated investors, narrowing margins, and operational complexity, and many are turning to...

By Anne Anquillare, Chief Executive Officer & President, PEF Services LLCTwo world trends are converging on our industry – business intelligence (BI)/data driven decision making and the dramatic expansion of investment assets under management. In their Asset &...

By Hank Boggio, Senior Managing Director & Chief Revenue Officer of PEF Services LLCThe popularity of debt funds and the range of options available are attracting a growing number of General Partners. But while the debt market is forging ahead, the administrative...

By Hank Boggio, Senior Managing Director & Chief Revenue Officer of PEF Services LLCThe number of emerging managers has grown steadily over the past 20 years, and looking at their performance, it’s easy to see why. Even in a high-performing asset class, emerging...

By Hank Boggio, Senior Managing Director & Chief Revenue Officer of PEF Services LLCCore fund administration services include partnership accounting, capital call and distribution processing, financial reporting, investor capital account maintenance, audit and tax...

By Beth Manzi, CPA,Chief Operating, PEF Services, LLC The back office needs to strengthen their systems and processes. Often, when we’re onboarding a client, they’ll hand us a financial statement that’s an Excel file with hard-coded numbers. That’s a recipe for...