How do you make sure the day-to-day runs smoothly across your entire firm, and not just LP reporting? Offloading time-consuming back-office tasks to an experienced team of accountants and advisors helps. CFOs are concerned managing…
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…
BV Investment Partners has made headlines, including closing 2023 with a continuation vehicle after already entering its fifth decade with its largest fund to date. We ask BV’s Jonathan Holmes how he deploys his more…
The term ‘co-sourcing’ is more than mere industry jargon. It signifies a pivotal strategy in private capital management. Listen in as industry veterans Mike Trinkaus, CEO of 4Pines, and James DiCostanzo, Global Head of Growth…
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…
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…
Counting on your fund administrator’s technology alone to insulate them from the industry-wide talent shortage may be only a temporary solution. More firms are crossing the “co-sourcing” chasm and separating their general ledger from their…
Listen in as Chris Valentine of Celeres Capital and Paul Filanowski discuss investing growth capital in overlooked markets with diverse founders, including the greatest opportunities and challenges, what the firm is doing to champion DEI…
