EWM Global is excited to sponsor the LPGP Connect CFO COO Private Equity West Coast Conference on June 22, 2023.

This event brings together CFO, COO, Finance Directors, Operations, Compliance, Risk Professionals and C-Level executives working within the global private equity community.

Our Regional Director – Americas, David Ludwig, will be leading a panel discussion on Taking a Closer Look at Resourcing Firm Operations:

• How to analyse available resources and decide which functions should be handled in-house or outsourced by the firm?
• How outsourcing has changed pre and post COVID
• How to establish an operating model and roadmap for efficiently managing fund accounting, administration, and reporting processes?
• What are the key factors to consider when collaborating with third-party administrators and platforms?
• Identifying software to manage a fundraise in the new norm
• Integrating software and tracking deal flow
• LP communications: what information are you sharing along the way and is it curated?
• What are the best practices and tools required for efficient collection and management of ESG data from portfolio companies, and how can a software solution streamline this process?
• Examining the value firms are placing on standardizing various technologies.
• Choosing and managing service providers in a post COVID world
• Treating outsourced staff as part of your team
• Driving firm efficiency by focusing on volume: funds, investors, tax returns, audits, etc.
  How can we streamline portfolio monitoring, by consolidating data into a single-entry point tool to increase efficiency and accuracy?
• Tracing the root cause of operational errors

We hope to see you at the conference and look forward to an engaging session!

If you would like more information, please contact us at marketing@ewmglobal.com.