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  • Post published:June 21, 2019

EWM Global were proud to be a sponsor at the recent CFO/COO Private debt conference in London, at the London Marriott Hotel Grosvenor Square.

The event pulled together a wealth of C-level individuals from the world of private debt to present and question challenges within the complex environment of operations, finance and compliance.

EWM Global’s Tom Pittman moderated a panel session on GP Carry Plans and how to structure them, topics discussed within included:

  • Innovations within carried interest models and structuring
  • How best to assess the different structures
  • How to manage the life-cycle of carry – Vesting, terminations, realizations etc
  • How to manage the risk of losing carried interest (clawback risk)
  • Tax reforms and its impact on carried interest and the fund

It was interesting to hear the continuing evolution of the CFO role to encompass an ever increasing remit covering not just finance, but risk, compliance and human resourcing departments. As time becomes even more of a precious commodity, growing and nurturing relationships with outsourcing partners is at the front of their operational and change agendas.

EWM Global’s vision to digitally transform executive compensation, more specifically at this event our carried interest plan administration and automated carry waterfall functionality, seemed to fit perfectly with the CFO’s desire to optimize their operational structures, promote efficiency and work towards the uniformity of their data points.

To learn more about how you can digitally transform your waterfall calculation and carried interest plan administration, please contact marketing@ewmglobal.com