[Podcast] Private Market Talks: Scoping Out Secondaries with Portfolio Advisors' Liz Campbell
Basics of Impact Investing: A Conversation About Investment Policies and Evaluation Metrics For ESG Investors
Podcast: Key ESG Considerations for Family Offices and Foundations
Innovation in Compliance Episode 12: How ESG Factors will Change Compliance with J.R. Lowry
In recent years, family offices have evolved from indirect, secondary and/or background investors into highly active and influential players in the private equity space. In 2025, this shift is no longer a trend, it is a...more
On May 3, 2023, the Securities and Exchange Commission (SEC) voted to adopt certain amendments (Final Amendments) to Form PF reporting requirements. Form PF is a confidential, regulatory reporting form filed by SEC-registered...more
What to expect? The first half of 2022 marked another banner period for asset and wealth management deals, with deal volume up 11% compared to the same period in 2021, according to PWC. And the market for buying and selling...more
Takeaways - PE activity, both fundraising and investing, has exploded. Sovereign wealth and foreign government pension funds have grown in sophistication, built out in-house capabilities and become increasingly focused...more
The first nine months of 2021 set records for global M&A activity and kept private equity firms especially busy. An abundance of dry powder and low interest rates have encouraged private equity investors to make up for lost...more
With all the headlines about Delta controlling the news cycle and recent announcements of more quasi-shutdowns, delayed office returns and mask mandates, it seems as if the start to August feels eerily familiar to last year’s...more
Women in Fund Finance (WFF) Europe this week hosted “ESG Trends in Private Markets,” a virtual panel discussion on the ESG trends in private markets, with a focus on private equity. ...more
Deal activity in the domestic M&A market was extremely robust, with initial reports of the total value of deals consummated in the United States exceeding all recent years other than 2015. Originally published in 2018...more
As we kick off the new year, what should PE be expecting 2018 to look like on the deal and fundraising front? As a backdrop, we have the large scale tax reform in the U.S. which should be a spur for doing deals...more
SEC Chair Mary Jo White recently delivered pointed remarks to a conference attended by hedge fund and private equity advisors. One portion of her remarks was directed at operational risks of private funds, such as...more
The SEC published a report that provides private fund industry statistics and trends, reflecting aggregated data reported by private fund advisers on Form ADV and Form PF. Most of the data in the more than 50 separate tables...more
The SEC announced that three private equity fund advisers within The Blackstone Group have agreed to pay nearly $39 million to settle charges that they failed to fully inform investors about benefits that the advisers...more
On July 24, the U.S. Court of Appeals for the First Circuit held that two private equity funds managed by Sun Capital could be liable for their portfolio company’s withdrawal liability from a multiemployer pension plan (Sun...more