Engaging Alternatives

For Asset Management firms, the challenges today come from many directions. EisnerAmper’s highly awarded Asset Management Group meets the specialized needs of fund managers and investors.

Our Engaging Alternatives newsletter contains articles of interest to investors and professionals involved in the asset management industry such as hedge funds, private equity funds, venture capital funds, funds of funds and liquid alternatives funds. We also sponsor and produce events such as our Emerging Manager Roundtable and our regular breakfast series for fund managers and investors.

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Articles December 14, 2020 EisnerAmper’s Virtual 5th Annual Alternative Investment Summit

This recap includes coverage of sessions featuring Sallie Krawcheck, CEO and Co-Founder of Ellevest; Donna Brazile, Founder of Brazile and Associates, LLC and the former Chair of the Democratic National Committee; and Karen Hughes, Worldwide Vice Cha…

Articles December 14, 2020 Q4 2020 - Addressing Venture Capital Valuation Challenges

Valuation challenges are unique to each investment firm and represent a combination of factors specific to the portfolio company being valued and macro-economic factors that impact the industry and the economy in general that affect the portfolio com…

Articles December 11, 2020 Q4 2020 - SEC Modernizes the Accredited Investor Definition

The SEC recently adopted amendments to expand the “accredited investor” definition as “part of the Commission’s ongoing effort to simplify, harmonize, and improve the exempt offering framework, thereby expanding investment opportunities while maintai…

Articles December 10, 2020 Q4 2020 - ESG Outlook for Asset Managers

Environmental, social and governance is increasingly becoming a focus for asset managers, and some are faced with the challenge of having an ESG framework or policy at the firm level and in some cases a policy for their ESG investment strategy. Asset…

Articles December 09, 2020 Q4 2020 - The Most Overlooked Tax Break for Long-Term Investors: IRC Section 1202 Exclusion of Gain from Qualified Small Business Stock

IRC Sec. 1202 generally permits a non-corporate taxpayer who holds QSBS for more than five years to exclude up to 100% of any gain on the sale or exchange of the stock. This articles takes a look at a few requirements that must be met In order to qua…

Articles September 01, 2020 Q3 2020 - EisnerAmper Q&A with Antonella Puca, Senior Director, Alvarez & Marsal Valuation Services

A conversation with Antonella Puca of Alvarez & Marsal Valuation Services about the valuation of private equity under COVID-19.

Articles September 01, 2020 Q3 2020 - Risk Alert from the Office of Compliance Inspections and Examinations Relating to Compliance Matters of RIAs that Manage Private Equity Funds or Hedge Funds

This article provides insight into the June 2020 Risk Alert issued by the OCIE, which discussed conflicts of interest, fees and expenses and policies and procedures relating to material non-public information

Articles September 01, 2020 Q3 2020 - Private Equity Managers: Are Your Portfolio Companies Properly Evaluating Assets for Impairment?

This article discusses the unique accounting requirements around asset impairment and illustrates how timely recognition and measurement of impairment is a critical input to portfolio company valuation.

Articles September 01, 2020 Q3 2020 - Hybrid Funds

The COVID-19 pandemic prompted many hedge funds to shut down – yet despite the hard times, many successful hedge funds have outperformed. Many funds also provided exposure to both public and private investments, holding around 20% of capital in non-m…