Institutional Strength & Boutique Service.
Invested in our Clients’ Success.
Comprehensive & specialized services for private and institutional funds
Learn MoreExperienced program management and services for public plans
Learn MoreSolutions for launching, servicing & converting registered funds
Learn MoreBoutique Service & Institutional Strength.
Invested in our Clients’ Success.
Solutions for launching, servicing & converting registered funds
Learn MoreComprehensive & specialized services for private and institutional funds
Learn MoreExperienced program management and services for public plans
Learn MoreBoutique Service & Institutional Strength.
Invested in our Clients’ Success.
Solutions for launching, servicing & converting registered funds
Learn MoreComprehensive & specialized services for private and institutional funds
Learn MoreExperienced program management and services for public plans
Learn More
A holistic approach to servicing funds
Building valued relationships for ongoing success
Compliance solutions to keep firms up-to-date
SPAC Primer. Workings and Terminology.
SPACs, also known as blank check companies, are not a new concept; they have been around for more than 30 years. However, 2020 was a record year for SPACs [...]
Fund M&A Activity is Booming. Things to Know Before You Go.
Savvy asset managers regularly re-evaluate their business and the market to identify acceleration or pivot strategies that will preserve or enhance their business model. Recently, we’ve seen an increase [...]
Ultimus Named Transfer Agent Administrator for Parnassus Investments
CINCINNATI, OHIO – June 8, 2021 – Ultimus Fund Solutions® (Ultimus®), a leading independent, tech-enabled provider of full-service fund administration, accounting, and investor solutions, is pleased to announce its selection [...]
Ultimus CEO Gary Tenkman Elected to ICI Board of Governors
CINCINNATI, OHIO – May 18, 2021 – Ultimus Fund Solutions® (Ultimus®) announced today that Gary Tenkman, CEO of Ultimus, has been elected to serve on the Board of Governors of [...]
Join 150 of the nation’s leading women in private equity, venture capital, and M&A including institutional investors, lenders, and finance, legal, and consulting advisors for two days of networking, identifying new investment opportunities, gathering insights, and strengthening your business relationships.
Now in its 18th year, the CFOs & COOs Forum New York is the industry benchmark for high-value content and networking. This year’s virtual Forum is one of the many benefits you will receive with a CFO All Access membership.
The annual meeting for C-level executives, the CFOs & COOs Forum is an irreplaceable resource for the private equity community. Featuring a breadth of relevant topics and authoritative speakers, finance and operations executives are guaranteed to receive key information that will impact processes and practices within the firm.
This year’s virtual Forum features insightful keynotes, panels, working groups, live Q&As, think tanks and lunch chats. The event continues to respond to the needs of the PE community and addresses pivotal issues affecting the industry in real-time.
Topic: Distinguishing what firms are doing differently in LP communications
- Handling increased LP requests while minimizing the impact on workload
- What are firms doing to streamline the LP communication process while addressing investor specific questions?
- Analyzing the creativity around LP communication in COVID
- Are firms fulfilling requests in spreadsheets provided by the LPs or utilizing ILPA templates?
- Communication combination: conducting virtual LP meetings interspersed with live sessions
- Providing LPs with a glimpse into firm culture, work environment and portfolios
Moderator:
Kate de Mul, Director, Client Services, KKR
Panelists:
Les Brown, Partner, HGGC
Miles Chan, VP/GM of Insight, InCloudCounsel
Krista McCoy, EVP, Chief Business Development Officer, Ultimus LeverPoint Private Fund Solutions
Tina St. Pierre, CPA, Partner and Chief Administrative Officer, Landmark Partners