PE firms look to co-sourcing for increased flexibility and control

With a greater regulatory burden and investor expectations for speedy data requests, PE firms are collaborating with admins to co-source operations. Read the original article here.

The Private Capital Strategy Series Episode 12: Outsourcing and co-sourcing for the unknown

What is Joshua Cherry-Seto’s playbook for outsourcing in today’s environment? We discuss this with him in our most recent webcast below and ask Mike Trinkaus how co-sourcing does and doesn’t fit in that framework. Listen…

The Private Capital Strategy Series Episode 11: New ways to connect with institutional investors

Is the traditional networking milieu of drinks and steak being supplanted by more active engagements like sports and hikes? James Rulli of Old City Investment Partners brings to the table a refreshed playbook that delves…