Wilshire Phoenix, a leading provider of investment management services for traditional, alternative, and emerging asset classes, today announced that Dan Grill has joined the firm’s executive leadership team as a Partner. Read more…

RSM: The Permanent Capital Summit, sponsored by Dechert, ING, RSM and KBW/Stifel, brought fund sponsors and asset managers together in New York to consider the impact of a shifting financial and regulatory environment on the formation and investment of permanent capital. Read more…

RSM: In Europe, the ability of a private equity firm to demonstrate its commitment to environmental, social and governance issues has evolved from a nice-to-have into a necessity. Read more…

UMB Fund Services: In April, the Treasury Department released new regulations impacting qualified opportunity zone (QOZ) funds to address several key issues that have arisen since the funds became available and have ultimately been a deterrent for some investors and businesses. Read more…

NEW YORK, NY – May 7, 2019 – The Hedge Fund Association (“HFA”), a leading international nonprofit trade and nonpartisan lobbying organization, is pleased to announce the results of its 2019 Global Board of Directors election. HFA members elected four new Global Directors, each serving 3-year terms: Rajpal Arulpragasam, Suzanne Currie, Amy Lawrence and Gary Markham. HFA’s Board also appointed James Stedman as Co-Director of HFA’s Latin America and New York Regional Chapters. To view HFA’s global presence and biographies of all HFA leaders click here. Read the full May 7th press release here.

Gary R. Markham: Tokenization is the process of representing fractional ownership interest in an asset (utility asset or security asset) with a blockchain-based token. Read more…

To download the PDF with information submitted by all 5 candidates click here. If you are an HFA Member click here to cast your vote.

The appointment of Mason Stark follows the recent high-profile additions of Cai, Chang and Furo, and further strengthens Wilshire Phoenix’s leadership team, all of whom join Herrmann with key executive roles as the firm continues its rapid growth.

RSM: The institutional investment market is demanding greater transparency into the environmental, social and governance (ESG) impacts of their managers, including private equity managers. Read more…

Since the financial crisis in 2008, the European rulebook on financial services developed exponentially and virtually all areas of financial services, from the products themselves to the provision of services, nowadays are subject to a specific applicable regulation.