8 min read

Coffee and a Conversation Recap #1: Zoom Diligence

Nov 30, 2020 10:48:07 PM

Appropriately, we kicked off our new virtual Coffee and a Conversation series with a discussion about remote due diligence meetings, aka Zoom Diligence, and presented ideas for allocators who must now adapt their processes to...

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3 min read

Adapting Investment Management Workflows to the “New Normal”

Oct 29, 2020 10:45:06 AM

“Workflow” has become an in-vogue term in recent years, generally defined as the sequence of repeatable processes through which a piece of work passes from initiation to completion. For fund allocators, workflows are employed...

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4 min read

13F Disclosures – A More Nuanced View

Oct 9, 2020 10:58:47 AM

Nearly three months ago, the Securities and Exchange Commission’s (“SEC”) announced the Proposed Rule on Reporting Threshold for Institutional Investment Managers, which proposes an amendment to raise the threshold for reporting...

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2 min read

DIY Allocation?

Sep 1, 2020 7:44:11 PM

In their recently published investor update, Alternative Assets, H2 2020, Preqin reported that investors are not giving up on alternative assets and many expect to increase commitments.

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