The Private Capital Strategy Series Episode 15 – Two CFOs: The Realist’s Outsourcing Playbook

Celeste Barone and Mike Trinkaus have built careers cutting through the complexities of fund operations, outsourcing and strategy. Celeste is the former CFO of Commonfund, and Mike the former CFO of Portfolio Advisors. They were…

When growth went exponential, this CFO turned to co-sourcing

In private capital, growing from $1 billion to $5.5 billion of AUM entails confronting operational challenges and thinking through strategies to scale your business. 4Pines Fund Services helped BV Investment Partners Managing Director Jonathan Holmes, who oversees his portfolio companies’ CFOs and COOs, develop successful strategies for scaling in pace with this growth.