Create a Deal Pipeline that Works for YouSep21

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How many managers are looking actively at a well-constructed Deal Pipeline and predicting the performance in the fund? Deal flow is the life blood of any alternative investment firm. And our experience has been that the best managers are diligent about creating, updating and managing an active pipeline better than their peers

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You Can’t Always Get What You WantSep19

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Last night, I flew home from San Fran on the redeye after attending not one, but two, conferences in San Fran. Normally, I’m a champion sleeper on planes (as any of you who have ever seen me pre-pushback, comatose, mouth agape, and a tiny glistening pearl of drool perched majestically upon my lips) are well aware, at least based on the post flight mocking I get

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Substance Over FormSep17

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I’d like to offer a cautionary message for the investment conversations also heating up in this fall of 2018, and suggest that ‘substance over form’ is a far better approach to take with investors. When it comes to parting people and their money, they tend to care a whole lot more about what you will do with their investment than what you might say

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UBTI Considerations for Tax-Exempt Funds Investing in Private EquitySep13

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Asset managers understand that delivering consistent annual growth within the investment portfolios they oversee is one of their most important responsibilities – whether or not it’s included in their actual job description. The ability to find the right opportunities that can stay well ahead of the cost of living stands as a dividing line of success for most asset managers

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