Carried Interest & Employee Co-Investment Round Table San Francisco 2026
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James Bradnam
Marketing DIrector
james.bradnam@ewmglobal.com
Earlier this month, we hosted our Carried Interest & Employee Co-Investment Breakfast Round Table at the University Club of San Francisco.
The invitation-only session brought together senior private equity leaders across finance, legal, and HR for a focused discussion on evolving incentive structures. The round table explored how carried interest and co-investment frameworks are adapting to shifting market dynamics, with open exchange of ideas and practical experiences.
A sincere thank you to all who attended and contributed to such a thoughtful and engaging discussion.
The discussion covered key themes shaping the evolving landscape of carried interest, co-investment, and incentive design:
- Continuation funds and increasingly challenging fundraising conditions, and their implications for talent retention and incentive structures.
- Valuation practices and transparency, with an ongoing need to balance clarity with stakeholder expectations.
- The evolution of carry structures, including changes to vesting arrangements, broader participation models, and increased use of phantom carry.
- Rising LP expectations, enhanced governance requirements, and the growing importance of more advanced technology-enabled solutions.
Looking Ahead
As firms refine incentive design and employee participation, the demand for scalable, transparent, and efficient solutions continues to grow.
If your organisation is looking to modernise carried interest programmes, enhance communication of long-term value, or streamline administration to drive retention, we would welcome further discussion.
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Solutions that drive retention and transform incentive compensation administration
Managing complex incentive and retention awards doesn’t need to be manual or opaque. With EWM Global’s incentive management platform, financial institutions and private capital firms can digitise incentive compensation processes, provide executives with real-time visibility, while management gains access to powerful analytics tools.
How incentive management tools can help you
- Streamline share plan administration and eliminate manual processes
- Simplify cash and fund deferral administration enabling precise alignment of incentives
- Automate carry plan administration including a robust waterfall calculation engine
- Manage GP commitment and employee co-investment programs with ease
- Deliver accurate total compensation statements to participants
- Gain real-time visibility into awards and payouts across geographies
Why Choose us?
End-to-end compensation expertise
From design to administration, we cover the full lifecycle of complex incentive and retention plans.
Seamless digital and service integration
EWM Global’s platform, combined with TMF Group’s fund administration and payroll expertise, delivers one seamless solution.
Automation that reduces risk
Our technology eliminates spreadsheets, cuts manual errors, and ensures transparent, real-time reporting.
Global reach with local compliance
With experts in 87 jurisdictions, we combine worldwide scale with local regulatory knowledge.
Trusted by leading institutions
For over 20 years, global organisations have relied on EWM’s solutions to manage compensation with accuracy and control.
Proven client satisfaction
Dedicated professionals, intuitive participant portals, and accurate reporting contribute to strong, long-lasting partnerships.
