Investor reporting standards and requirements

 

Investor reporting is an ever-expanding process for both GPs and LPs. In the current environment, CFOs and COOs are examining their reporting processes to satisfy the needs of investors, while adhering to industry standards. As GPs strive to stay abreast of requirements and adjust reporting practices accordingly, LP demands continue to increase for information on ESG initiatives, firm and portfolio data, fees and expenses, ILPA templates and more. This October, an insightful panel will share how firms are approaching due diligence, transparency and the methods and frequency of LP communication.

  • Examining the effect of the past 18 months on investor reporting and LP demands: what changes are here to stay?
  • Fulfilling one-off requests from LPs in an efficient manner
  • Quantifying the impact of ESG initiatives implemented by the firm and portfolio companies
  • Technology’s evolving role in collecting data from portfolio companies and reporting out to LPs
  • Ensuring the compliance team is up to date on emerging regulatory guidelines and requirements
  • Ascertaining which functions to outsource and what remains in-house for seamless LP reporting

Join the CFO All Access community on October 14th to connect with peers to examine the latest trends and receive best practices for optimal investor reporting.

To attend the October Deep Dive, you must be a CFO All Access member.

 

Speakers include

Darren Herz

Chief Financial Officer, Goldner Hawn

Darren Herz is the Chief Financial Officer of Goldner Hawn. He is actively involved in the firm’s activities including capital raising, finance, administration, information technology, compliance, investor relations, and working closely with portfoli… Read full bio

Norma Kuntz

Chief Operating Officer and Chief Financial Officer of Global Private Equity, The Carlyle Group

Norma R. Kuntz is Carlyle’s Chief Operating Officer and Chief Financial Officer of Global Private Equity. She is based in Washington, D.C. Since 2018, Ms. Kuntz has served as the head of Carlyle’s Global Fund Management function leading the business… Read full bio

Kristy Trieste

Founding Partner, Chief Financial Officer & Chief Compliance Officer, Motive Partners

Kristy Trieste is part of the founding team and joined Motive Partners in 2017, where she is a Founding Partner, Chief Financial Officer and Chief Compliance Officer leading the Motive Finance, Operations, Legal and Compliance and Human Capital funct… Read full bio
Lawrence Aragon, PEI

Lawrence Aragon

West Coast Bureau Chief, PEI Media

Lawrence Aragon is an award-winning business journalist who writes about venture capital and private equity. As West Coast Bureau Chief, he is one of PEI’s senior editorial decision-makers and works closely with the Editorial Director US, the Group E… Read full bio