Guest Articles & White Papers

Allocators Want Access to Top Startups Without All the Competition. Venture Debt May Be the Answer

March 29, 2022

Institutional Investor, by Alicia McElhaney – Amid a hotly competitive market, there may be a better way for asset owners to tap into popular startups — without vying for access to the top venture capital managers.  Venture debt is a burgeoning section of the market which has long been dominated by just a few players. That is now changing, according to Zack Ellison, chief investment officer at venture debt firm Applied Real Intelligence. Read more…

SEC proposes cybersecurity rules, incident disclosure for investment funds and advisors

March 1, 2022

CohnReznick – The SEC has proposed new rules that would require investment funds and advisors to implement written cybersecurity programs that address mounting cybersecurity risks. The rules, if passed, would also require funds and advisors to publicly report “significant” security incidents and provide documentation of cybersecurity risks. Read more…

SEC’s new proposed rules for private fund advisors: What to know

February 24, 2022

CohnReznickThe SEC recently proposed new regulations for the private fund industry that would require annual audits and quarterly investor account statements, expand “prohibited activities,” limit preferential treatment, and other key changes. The proposals are intended to “enhance the regulation of private fund advisors and to protect private fund investors by increasing transparency, competition, and efficiency,” the SEC wrote in its release. Read more…

Supply Chain Disruption Explained from ESG lens

January 31, 2022

ESG Playbook – Supply chain shortages were the focal point of 2021 and continue into 2022, advancing the era of environmental, social, and governance on a global stage. The supply chain squeeze has spanned across multiple industries, pushing the inflation rate in the U.S. to the highest level since 1982. There is uncertainty concerning when the supply chain bottleneck will ease. However, one thing that we ascertain is that ESG will be here to stay and reshape the supply chain landscape over the long run. As ESG goes mainstream, a few breakthrough developments are underway. Read more…

The Metaverse: The Reality of Virtual Reality

January 28, 2022

Wilshire Phoenix – The metaverse has often been referred to as a type of virtual reality (VR) where users can interact with each other in a computer-generated environment. The metaverse can be an immersive experience where virtual worlds can allow users to work, play and have experiences that are nearly limitless. Read more…

Wilshire Phoenix – 2022 Market Outlook

January 20, 2022

Wilshire Phoenix – The U.S. economy experienced significant growth in 2021 on the shoulders of vaccine efficacy and return to normal for many. From concerts and sporting events to restaurants and travel, each of those industries, among others, saw profound benefits by rebounding from being shut down almost entirely in 2020.  Read more…

2021 New Hedge Fund Study

January 1, 2022

Seward & Kissel LLP – The COVID-19 pandemic continued to present unique challenges for new managers, investors and allocators. However, we saw managers begin to overcome fundraising challenges prevalent in the early stages of the pandemic. The 2021 hedge fund industry was extremely active as participants were eager to take advantage of recent market opportunities. Read more…

Achieving Maximum Potential from a Cloud Transformation

November 23, 2021

Bain & Co., by Vishy Padmanabhan, Prasad Sankaran, Adi Prakash, and Rajneesh Sethi – Two decades into the migration to the cloud model, most companies have already shifted some of their workloads and committed to shifting more to the cloud. But surprisingly few have been able to capture as much value as they could if they pursued the cloud model more aggressively. Read more…

How to get a Foot in the Allocator’s Door

November 2, 2021

Murano – During the 1970’s, the average consumer saw between 500-1700 ads a day. By 2007, this had risen to over 5,000 ads per day. Today, the average consumer is subject to anywhere from 6,000 to 10,000 ads every day. We now also combine this with LinkedIn, Twitter, WhatsApp, Bloomberg, email, etc. We have become professionals at sorting with very short attention spans and can feel so disconnected from any real issue since if we don’t like what we see or hear, we tend to ignore it. Read more…

Expense Apportionment Software: What Is Allocation & Apportionment, and Why Should You Care?

August 21, 2019

Gary R. Markham: Expense allocation and expense allocation / apportionment software are not exhilarating subjects, it doesn’t fill you with joy and adrenaline at the prospect of finally finding a way to become a part of the expense allocation revolution. Read more…