Adam Weinstein

Making your CFO wear a CCO hat won’t work.

Form PF for private equity – with 2000 separate fields of disclosure, this new SEC requirement for private equity funds is fundamentally changing the job of managing a private equity firm.

Part 2 of the Excellence in Compliance series focuses on the milestones that led PE to a heavily regulated environment.

Politicians on each side of the aisle are struggling to create tax policy around overseas earnings of international companies.

The IRS is looking at whether monitoring fees paid to private equity sponsors should be treated as dividends.

Why U.S. tax policymakers are eyeing the removal of key deductibles as a way to address income inequality.

What is “Enterprise Risk Management?” Many private equity GPs don’t know the answer – but should.

Making your CFO wear a CCO hat won’t work.

Part 2 of the Excellence in Compliance series focuses on the milestones that led PE to a heavily regulated environment.

Three compliance experts from New Mountain Capital and ConceptONE discuss the process of complying with the new SEC requirement, Form PF.

Partners at New Mountain Capital, KPMG, and Adams Street Partners discuss the challenges of registering as an investment advisor with the SEC, Form PF, Europe’s AIFM, as well as the hard costs of compliance as estimated by the NVCA’s CFO Task Force.

Experts at Adams Street Partners, KPMG, and New Mountain Capital discuss the ways their own firms are improving internal operations and investor servicing.

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

A roundup of thought leadership about private equity portfolio operations

An executive summary of the Privcap thought leadership series Taxes and Private Equity. In partnership with RSM.