Webcast Replay: Private Fund Fee and Expense Allocations

 

Duration is 60 minutes

The focus on private fund fee and expense allocation policies has greatly intensified in recent months, with both regulators and limited partners dissecting policies, disclosures, and compliance with agreements. Duff & Phelps applies a multidisciplinary approach to evaluating, benchmarking, and documenting various portfolio company, broken deal, monitoring, financing, and other fees and allocations. 

Topics include:

  • Review of existing fee and expense allocation practices to ensure compliance with investor agreements
  • Risk and exposure assessment of current practices
  • Review, development and enhancement of fee and expense policies and procedures
  • Accurate disclosure of policies and procedures

Presenters:

  • Sherif Assef, Managing Director, Transfer Pricing
  • Ann Gittleman, CPA, CFF, CIRA, ABE, Esq, Managing Director, Disputes and Investigations
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