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 July 24, 2018 Subscription-Secured Credit Facilities

Credit facilities offer flexibility to both fund managers and investors. What are subscription-secured credit facilities and what are the benefits to fund managers and investors?

Articles July 24, 2018 AICPA Issues Draft Accounting and Valuation Guide

The guide provides best practices for portfolio company valuations for private equity and venture capital firms. It is designed to help interpret and apply existing fair value concepts and provides investment companies with an overview of the valuati…

Articles July 24, 2018 How the SCOTUS Sales Tax Decision May Impact the Financial Services Industry

The South Dakota v. Wayfair, Inc. decision has the potential to have far-reaching implications beyond sales tax responsibilities. Here are some potential income tax implications and considerations for the financial service industry.

Articles May 07, 2018 A Refresher on Broker-Dealer Expense Sharing Agreements

The FINRA and SEC guidance and rules provide a clear path for broker-dealers to follow in executing and implementing expense-sharing agreements with any third parties. There are some basic steps to take in preparing for audits or regulatory exams.

Articles May 07, 2018 The Fund Administrator’s Perspective: Real Estate Funds Poised for Robust Growth

Real estate funds are on track for robust growth and continued demand and will require operational changes to satisfy investor requests and industry best practices with the increase most noticeable in the first quarter compared to previous quarters.

Articles May 04, 2018 Technical Corrections Provisions Impact Partnership Audit Rules

The Consolidated Appropriations Act of 2018 contained overdue technical corrections to legislation that previously overhauled partnership audit rules. The technical corrections do not address the myriad of provisions in the TCJA that need correction.

Articles May 04, 2018 GDPR: How Asset Managers Can Comply By May Deadline

The European Union has issued the General Data Protection Regulation or “GDPR” which imposes strict data protection requirements on firms established in the EU as well as on all firms that control or process European personal data.

Articles May 03, 2018 Considerations for Establishing an Investment Fund in the Cayman Islands

The Cayman Islands is recognized worldwide as an international financial center and is the jurisdiction of choice for the establishment of offshore hedge funds. Some important factors to consider when setting up a hedge fund are outlined below.

Articles May 03, 2018 Alternative Investment Industry Outlook for Q2 and Beyond

With the first half of 2018 almost behind us, hedge fund investors and managers alike are anticipating more volatility looking ahead, will continue to succumb to fee pressures and are positioning their portfolios accordingly.