Excellent Investor Reporting

Investors want more information on just about everything related to their private equity portfolio, and the increased burden of reporting has become a major challenge for private equity firms. What do LPs want to know and how are GPs delivering the data?

In “Excellent Investor Reporting,” William Hupp, a Partner and Chief Financial Officer of Adams Street Partners, Daniel Reid, a Director of Financial Services Regulatory Practice at KPMG, and Adam Weinstein, a Managing Director of New Mountain Capital, discuss trends among their investors and clients, as well as how they are rising to meet the challenge of increased transparency.

Topics discussed in this program include the history of LP-GP transparency, why hedge funds are even more transparency-challenged, the effect of reporting standards, financial transparency versus performance transparency, investor “obsession” with debt levels, confidentiality, CIO demand for data, the positive effects of negative attention, transparency at the GP management-company level, and the right mix of resources and people in the IR function.