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McGladrey’s Annual Investment Industry Summit Recap
By Beth Manzi, PEF Services LLC On October 7, 2015, hundreds of accountants attended McGladrey’s Annual Investment Industry Summit. Aside from valuable accounting, tax and regulatory guidance updates, the big focus of this year’s summit was cybersecurity. No one...
read moreThe Debenture SBIC Fund Life Cycle: A Year in the Life of a General Partner
Join Anne Anquillare,co-founder and CEO, David Gerogosian, Senior Vice President and Beth Manzi, COO of PEF Services as they take you through "A Debenture SBIC Fund Life Cycle: A Year in the Life of a General Partner." The webinar takes you through the practical steps...
read more“Which describes Your Cybersecurity Program – ‘Eager Beaver’ or ‘Deer in Headlights?’” Recap
On October 29, PEF Services hosted a webinar entitled, “Which describes Your Cybersecurity Program – ‘Eager Beaver’ or ‘Deer in Headlights?’” The program focused on recent risk alerts and actions taken by the SEC regarding Cybersecurity to help private capital funds...
read moreAnd Please welcome the Bureau of Economic Analysis to the party….
By Anne Anquillare, PEF Services LLC We can now add the Bureau of Economic Analysis (BEA) of the US Department of Commerce to the list of government groups interested in receiving information from private investment funds and their managers. The BEA has (at least)...
read moreBe Prepared For Your SEC Examination: Maintaining Proper Books and Records Webinar Recap
On September 24, 2015, almost 700 attendees, joined PEF Services and ACA Compliance Group for a webinar focusing on being prepared for your SEC examination. The Panelist: Beth Manzi, COO, PEF Services LLC Beth Manzi oversees GP Accounting Operations including Investor...
read moreAnne Anquillare and Shay Caufield in the "Consultant Spotlight" of Money Management Intelligence
Anne Anquillare, President and CEO and Shay Caufield. Executive Vice President of PEF Services were recently featured in the "Consultant Spotlight" of Money Management Intelligence. The article offers practical tips for LPs on how to abstract meaningful information...
read moreAnne Anquillare Featured As Keynote Speaker In PFM
Anne Anquillare is featured as the keynote speaker in the August 2015 edition of PFM, the leading publication on private capital fund operations, on the topic of how third party fund administrators reduce the risks for the funds and their investors. Click here to read...
read moreMuch Ado About Nothing
by Mark Heil, Senior Vice President, Business Development, PEF Services Lately, there have been a series of articles regarding CALPERS and CALSTRS not knowing how much carry funds have earned. And let’s be clear, that’s the right term – EARNED. Carry, after all, is a...
read moreInsights from SuperReturn 2015
by Shay Caufield, PEF Services LLC SuperReturn International is billed as the world’s leading private equity and venture capital event. Though, if you were not able to make it all the way to Berlin this year, the U.S. based version provided a taste of this popular...
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