March, 2019

Former Ramius Managing Director Mason Stark joins Wilshire Phoenix to lead its Alternative Investments Division

March 28, 2019

The appointment of Mason Stark follows the recent high-profile additions of Cai, Chang and Furo, and further strengthens Wilshire Phoenix’s leadership team, all of whom join Herrmann with key executive roles as the firm continues its rapid growth.

ESG in private equity: The important role responsible investing plays

March 20, 2019

RSM: The institutional investment market is demanding greater transparency into the environmental, social and governance (ESG) impacts of their managers, including private equity managers. Read more…

A Life Saving Kit for European Fund Distribution

March 19, 2019

Since the financial crisis in 2008, the European rulebook on financial services developed exponentially and virtually all areas of financial services, from the products themselves to the provision of services, nowadays are subject to a specific applicable regulation.

Does the new AICPA guidance affect your equity?

March 1, 2019

RSM: For years, funds have valued their equity interests in portfolio companies using the following approach: calculate the enterprise value, subtract any debt and allocate the remainder to the equity classes in order of seniority. Read more…