The Private Capital Industry Is Evolving

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

By Beth Manzi, CPA,Chief Operating Officer, 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...

By Hank Boggio, Senior Managing Director & Chief Revenue Officer of PEF Services LLC The alternative asset class as a whole continues to focus on technology as a means of automating transactional activities, using data more effectively, strengthening compliance,...

By Anne Anquillare, Chief Executive Officer & President, PEF Services, LLC  Diligent, hardworking, conscientious—these are the words most often associated with the firm’s administrative core also known as “the back office.” A back office capable of...

By Hank Boggio, Chief Revenue Officer of PEF Services LLC In the past decade, the opportunities for private debt have grown significantly. When banks changed their lending criteria after the 2008 financial crisis, it created a lending vacuum that the alternative asset...

General partners are engaging a whole host of specialized service providers, and funds are increasingly picking up the tab. Are all parties aligned enough to ensure that investors can reap the benefits as well? To read the full article click here.

Anne Anquillare was featured in the July 16, 2018 CFA Institute blog entitled Private Equity Funds: Leverage and Performance Evaluation by Antonella Puca, CFA, CIPM, CPA As Anne Anquillare, CFA, president and CEO of PEF Services, notes: “It is important to distinguish...

By Anne Anquillare, Chief Executive Officer & President, PEF Services, LLC Small Business Investment Companies (SBIC) are attractive investment funds, enabling GPs to access government leverage at low rates that enhance returns. But they also come with more...