Investors Fly Blind Into Private Funds
A new Adams Street survey reveals that individual investors intend to increase allocations to private equity and credit funds, even though most lack a clear understanding of the underlying structures. The study shows a growing appetite for alternative assets among retail investors, driven by the search for higher yields in a low‑interest‑rate environment. However, limited awareness of fund mechanics and regulatory constraints could expose investors to heightened risk. Industry participants are watching the trend closely as it may reshape capital flows to private markets.
Secondaries Trading Platform Plans Personal NAV Loans
A leading secondary‑market trading platform announced plans to launch personal net‑asset‑value (NAV) loans for wealth‑management clients. The product will let high‑net‑worth investors borrow against the value of their private‑fund stakes, providing liquidity without forced sales. Over time the platform intends...
In the Loop: Course Corrections
David Woodcock has been appointed as the SEC’s new senior enforcement official, bringing a reputation for measured, risk‑based oversight. His arrival is expected to temper the agency’s recent aggressive enforcement drive, effectively setting an upper limit on future actions. Nonetheless,...
Family Offices Outline Concerns over Rise of Zombie Funds
Family offices, led by Stonehage Fleming and GreenBear Group, are warning that the proliferation of so‑called zombie funds is eroding portfolio transparency and value. These aging private‑equity vehicles continue to exist without active investment, creating valuation ambiguities for limited partners....
Tiered Carry Abounds in Continuation Vehicles
Continuation vehicles are increasingly using tiered carry structures that adjust sponsor compensation based on performance milestones. These variable profit‑sharing models aim to better align sponsors with secondary buyers by linking earnings to asset outcomes. However, a prominent limited‑partner (LP) consortium...
In the Loop: For Whom the Whistle Blows
FinCEN has launched a new whistleblower portal that accepts tips on financial misconduct while it finalizes a reward structure for informants. The agency’s move signals a broader push to enlist retail investors in uncovering illicit activity within private funds. At...
Building the Right Team Is Key for Emerging Managers
Emerging private‑equity managers are discovering that talent is the linchpin of successful fundraising and deal execution. As competition for limited capital intensifies, firms that assemble seasoned investment, operations, and compliance teams gain a distinct edge. The article stresses that building...
From Processor to Partner: Juniper Square on Outsourcing Strategies
Juniper Square’s senior director of fund accounting, Dorota Kowalski, says private‑equity general partners must rethink outsourcing as market complexity rises. The firm is shifting its narrative from being a mere processor to a strategic partner that embeds technology and expertise...
CSC on Managing the Operational Change Cycle
Chief Financial Officers are being urged to rethink their operational mindset as private markets accelerate in complexity. Marshall Saffer of CSC argues that traditional finance processes no longer suffice, requiring upgrades in technology, data analytics, and governance. The shift emphasizes...
Download the Private Funds CFO Network’s Post-Event Guide to the New York Forum 2026
The Private Funds CFO Network has released a post‑event guide summarizing the 2026 New York CFO Forum. The guide captures the forum’s key takeaways, including how the CFO role is expanding beyond traditional finance functions. It stresses viewing artificial intelligence...
Download Private Funds CFO’s 2026 Future of Fund Services Report
Private Funds CFO released its 2026 Future of Fund Services report, examining how the industry is navigating regulatory, technological, and market‑driven change. The study outlines evolving outsourcing imperatives and profiles 16 rising finance professionals shaping the sector. Expert commentary from...
Navigating Private Funds’ Outsourcing Imperatives
Private fund CFOs are navigating an increasingly complex operating environment, where regulatory demands, market volatility, and talent shortages intersect. Simultaneously, the outsourcing landscape has broadened, offering options ranging from fund administration to advanced technology platforms. Heightened compliance pressures and cost...
ACA: Cyber Risks Rise and ‘Control Drift’ Emerges
Private equity and venture capital funds are confronting a sharp uptick in cyber threats as global geopolitical tensions reshape the digital risk landscape. The surge in ransomware, supply‑chain attacks, and state‑sponsored espionage is straining operational teams and stretching compliance resources....
Weil Hires Partner to Boost GP Stakes Push
Weil, Gotshal & Manges announced the hiring of a former Kirkland & Ellis partner to strengthen its private‑equity practice. The new lawyer will focus on General Partner (GP)‑stakes transactions as demand for sponsor‑led deals accelerates. GP‑stakes activity has risen sharply, with...
DoL Acts to Ease Litigation Fears for Defined Contribution Managers
The U.S. Department of Labor announced a proposal to create a safe‑harbor framework for defined‑contribution (DC) plan fiduciaries. Under the draft rule, fiduciaries who objectively and analytically assess at least one of six prescribed factors against participants’ needs and risk...
