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TouchstoneCRM Touchstone CRM blog 'Five business hacks for a Dynamics CRM deployment'

From the post:
"Let’s cut to the chase. What’s working well for companies deploying or upgrading Dynamics CRM today? Our man on the inside Mike Creffield shares his five most important actions, fresh from his latest hands-on deployment projects."

Read the full post here



Posted: 26 January, 2018
TouchstoneCRM Touchstone CRM seminar 'Transforming Fundraising, Deal Flow, Investor Relations and Analytics in Private Equity'

6th March in London

About the event:
"Join us for a an exclusive look into the latest strategies and technologies that are enabling Private Equity firms to combat modern investor pressures, deal flow demands and regulatory requirements. During only a few hours, discover how new technologies are helping firms."

For more details click here



Posted: 26 January, 2018
TouchstoneCRM Touchstone CRM briefing 'Get more from Microsoft Dynamics CRM/365'

27 February 2018 in London

About the event:
"If your Microsoft Dynamics platform is failing to keep up with the changing needs of your business, join Touchstone on the 27th February where Project leaders will share experiences that have helped companies get CRM back on track."

For more details click here



Posted: 26 January, 2018
TouchstoneCRM Touchstone CRM sponsors 2018 Wealth Briefing GDPR Summit 'The Countdown to GDPR: Navigating the New Data Protection Regulations'

21 February 2018 in London

About the event:
"GDPR is one of the most prominent pieces of European regulation that all entities holding personal data must comply. Aimed at reforming the out-dated EU Data Protection Directive to better protect the public’s personal information, GDPR enters into force on 25 May 2018 and, unlike a directive, does not require enabling legislation to be passed by governments."

For more details click here



Posted: 26 January, 2018
PEF Services LLC PEF Services selected by G Squared to Support Fund Administration

From the press release:
"PEF Services, a leading fund administrator for Alternative Investment Managers, today announced that G Squared, a leading growth venture capital firm focused on investing in the world’s leading venture backed companies, has selected PEF Services to support the growing demands of their fund administration accounting, regulatory, and investor reporting requirements."

Read the full press release here



Posted: 25 January, 2018
SS&C Värde Partners appoints SS&C for Fund Administration Mandate

From the press release:
"SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a global provider of financial services software and software-enabled services, today announced the signing of a new client, Värde Partners, a $13 billion global alternative investment firm. SS&C's fund administration business, SS&C GlobeOp, will provide operational and fund administration services and related technology applications to several strategies and funds."

Read the full press release here



Posted: 25 January, 2018
SS&C SS&C names Rishi Khanna as Managing Director of Alternative Assets Technology

From the press release:
"SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a global provider of financial services software and software-enabled services, today announced the hiring of Rishi Khanna as Managing Director for SS&C GlobeOp. A seasoned executive with expertise in portfolio management and financial services technology, Mr. Khanna will oversee the alternative assets technology business and report to Rahul Kanwar, Executive Vice President."

Read the full press release here



Posted: 25 January, 2018
AssetMetrix AssetMetrix to exhibit at SuperReturn International in Berlin

26 February - 1 March 2018 -  SuperReturn International 2018, Berlin

From AssetMetrix:
"Visit us at stand 2 in the area potsdam foyer and learn more about our client portals for Limited and General Partner. Looking forward to seeing you!."

For more details click here



Posted: 25 January, 2018
AssetMetrix AssetMetrix looks back on a successful year 2017

From AssetMetrix:
"In 2017, AssetMetrix built on its position as Europe's leading provider of high-end analytics and individual asset servicing for private capital investors. The acquisition of new national and international clients more than doubled the total of assets under service. At the end of 2017, AssetMetrix services € 7 billion of assets and more than 700 funds."

For more details click here



Posted: 25 January, 2018
Ipreo Ipreo Private Capital Markets event schedule

Ipreo is sponsoring the following events:

26 February - 1 March 2018 -  SuperReturn International 2018, Berlin

7-9 March 2018 - The 11th Annual Women’s Private Equity Summit, San Francisco,

8 March 2018 - Alternate Investments Conference, Chapel Hill, NC




Posted: 25 January, 2018
Lionpoint Group expands New York and London offices with hires across their Real Estate and EPM practices

From Lionpoint Group:
"Lisa Howat (former Cornerstone / Barings Global Real Estate CIO) has joined to lead Lionpoint Group’s Real Estate Strategic Advisory Practice. Lionpoint Group has also expanded its Enterprise Performance Management with Steven Gnatovich joining to lead its North American EPM practice. Joe Corlett and Axel Henry also join the London office to support EPM and scenario modelling solutions across private equity and real estate funds.”

For more details click here



Posted: 25 January, 2018
Ipreo Ipreo Private Capital Markets 2017 Year in Review Infographic

From Ipreo Private Capital Market:
"As Ipreo’s business continues to expand in 2018, check out a few highlights worth celebrating for Ipreo’s Private Capital Markets business."

View the infographic here



Posted: 24 January, 2018
Ipreo Ipreo Thought Leadership 'Auditor Tips for a Smooth Year-End Audit of Valuations'

From Ipreo:
"In the closing report of our three-part series, we share Big 4 auditor feedback focused on surviving the year-end audit season."

For more details click here



Posted: 21 January, 2018
Ipreo Ipreo Thought Leadership 'Big 4 Auditor Tips: When Valuations Require Additional Scrutiny'

From Ipreo:
"In the second report of a three-part series, we share feedback from our Big 4 auditor colleagues on five factors that can trigger additional scrutiny for Topic 820 valuations."

For more details click here



Posted: 24 January, 2018
SEI LP survey results

From SEI:
"After surveying GPs in early 2017 to better understand how they were adapting to the increased investor demand, we once again partnered with Preqin to investigate industry dynamics — this time by surveying investors (LPs)."

Read the survey results here



Posted: 24 January, 2018
PEF Services LLC PEF Services webinar replay 'Be Prepared For Your Sec Examination: Maintaining Proper Books & Records'

About the webinar:
“Listen to speakers from PEF Services, a leading fund administrator for Alternative Investment Managers, and ACA Compliance Group, a leading provider of regulatory compliance services and solutions, present an in-depth discussion about proper maintenance of books and records."

View the webinar replay here



Posted: 24 January, 2018
PEF Services LLC PEF Services blog 'Private Capital Markets Shift Gears'

From the post:
“While few firms outside of the hedge fund market would have considered outsourcing fund administration twenty years ago, market requirements have since undergone a dramatic change.  As the private capital market shifted from its heady, pre-bubble days to a time of market turbulence, regulatory oversight, and fierce competition for investors, outsourcing fund administration became a very viable option.”

Read the full post here



Posted: 24 January, 2018
SS&C SS&C to acquire DST Systems

From SS&C:
"SS&C Technologies Holdings, Inc. a leading global provider of financial services software and software-enabled services, and DST Systems, Inc. (“DST”) (NYSE: DST), a leading provider of proprietary technology-based information processing and servicing solutions, today announced that the companies have entered into a definitive agreement wherein SS&C will acquire DST."

For more details click here



Posted: 24 January, 2018
PEF Services LLC PEF Services 'Successfully Completes SOC 1 Type 2 Examination'

From the press release:
"PEF Services, a leading fund administrator for Alternative Investment Managers, today announced the successful completion of its annual Service Organization Control (SOC) 1 Type 2 examination, in accordance with the American Institute of Certified Public Accountants (AICPA) attestation standards."

Read the full press release here




Posted: 21 January, 2018
eFront PM webinar 'Struggling with Portfolio Monitoring?'

24 January 2018

From eFront:
"If your Company is looking to improve data transparency and quality, generate actionable business intelligence via robust reporting, and improve overall investor satisfaction, we invite you to join our discussion on January 24, 2017. Please register for one of the two time slots based on your time zone."

For more details click here



Posted: 20 December, 2017



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