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ILPA’s New Fee Transparency Initiative: Gleaning the Critical and the Useful.
by Shay Caufield, PEF Services LLC There has been substantial attention devoted to private equity fund managers and their lack of adequate transparency when it comes to periodic reporting to their investors. We have seen headlines involving large institutional...
read moreHow to Strengthen the Weakest Link in Your Cybersecurity Chain
By Anne Anquillare, PEF Services LLC By now you know that the human element is the weakest link in your cybersecurity chain. You can’t upgrade it, install antivirus protection for it, close its port, etc. All you can do is educate and hope. However, there are more...
read moreAnne Anquillare featured in Growth Capitalist
Anne Anquillare was featured in the December 1, 2015 issue of Growth Capitalist on the SEC targeting private equity companies. Growth Capitalist covers the $25 billion annual market for growth equity private placements, including private placements of pubic equity...
read moreMcGladrey’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...
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