Are you interested in a leadership role within the alternative investment industry? Nominations are now being accepted for HFA’s annual Board of Directors election. Learn more…

Citrin Cooperman’s Financial Services Industry Practice is excited to announce its inaugural Emerging Managers Survey for U.S.-based private equity and venture capital fund managers. Throughout this survey and the resulting report, we will uncover, analyze, and benchmark detailed information about emerging private equity and venture capital managers including information on fundraising, deal economics, environmental, social, and governance (ESG) practices, cybersecurity, and provide an overall outlook for the industry.

All responses will be kept confidential. Learn more…

FORVIS: When it comes to personal finances and planning for retirement, most of us have heard the adage, “Spend less than you make.” While this rule of thumb is a bedrock of financial well-being, the ever-changing landscape surrounding retirement and the financial implications associated with preparing for this exciting stage of life can often be intimidating and potentially hazardous to navigate alone. Read more…

FORVIS: On May 3, 2023, the SEC voted three to two along party lines to issue a final rule updating and modernizing 2003 regulations on share repurchases by issuers, listed closed-end funds, and foreign private issuers (FPIs). The changes require more detailed quantitative and qualitative disclosures. The final rule reflects some significant changes from the proposal based on comment letter feedback, most notably periodic aggregation of daily information versus daily reporting. Read more…

FORVIS: This paper provides an overview of key proposals and final rules that may impact asset managers, funds, and broker-dealers issued by the SEC from January to March 31, 2023, along with updates on significant outstanding proposals. The developments included in this update are intended to be a reminder of recently issued accounting and other guidance that may affect you in the current reporting period. Read more…