Webcast Replay: Private Funds - Understanding Best Practices When Allocating Fees and Expenses

Chris Lombardy, a managing director and Head of Duff & Phelps' U.S. Compliance and Regulatory Consulting practice, Ann Gittleman, a managing director in Duff & Phelps' Disputes and Investigations practice, and Beau Sheil, a director in Duff & Phelps' Transfer Pricing practice, provide insights and perspectives surrounding the increasingly prominent issues and risks around fee and expense allocations for private funds.


Duration is 48 minutes

Program Topics:

  • Review of existing fee and expense allocation practices to ensure compliance with investor agreements
  • Risk and exposure assessment of current practices, including the allocation of internal versus external expenses
  • Review, development and enhancement of fee and expense policies and procedures
  • Accurate disclosure of policies and procedures
  • Strengthening your corporate governance surrounding fee and expense policies and procedures
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