This is an exciting time for the alternative investment community, from a record number of funds in which to invest to “watchful waiting” when it comes to the SEC’s next move in terms of rulemaking and enforcement strategies. One thing remains certain: when it comes to investor satisfaction and capital inflow, alternative investments rank at the head of the class.
Download the GuideWith so many recent and anticipated changes on the horizon, managers must keep pace with the latest financial reporting standards, industry trends and hot-button topics – all in the name of running a successful investment vehicle.
Our Financial Services and Investment Team is pleased to roll out its Fourth Annual Financial Statements Reference Manual. Created solely to assist in financial-statement preparation in the wake of the latest National Exam Priorities, this manual reflects our exceptional expertise and commitment to ensure uniform industry reporting as well as transparency.
As the Financial Times reported on April 2, the U.S. Treasury is urging regulators to convene now on the risks building in private credit—an indication that concerns around governance gaps in the sector are beginning to intensify. Recent redemption constraints weren’t a sign of failure in private credit, but they did bring a long-standing tension…
In today’s constrained capital markets, uncertainty has become a primary driver of value in the global life sciences sector. Biotechnology, pharmaceutical, and medical device companies, particularly those operating in innovation hubs such as the United States, Europe, and Asia-Pacific, are increasingly valued on future milestones rather than historical performance. Shifting capital dynamics are reshaping business…
California’s Department of Financial Protection and Innovation (DFPI) has expanded reporting obligations for state registered investment advisers. In addition to existing financial and disclosure requirements, advisers with certain private company investment activities will face a new annual reporting mandate beginning in 2026. Core Requirements for State Registered Advisers New 2026 Reporting Obligation for Private Company…
