EWM Global was thrilled to sponsor the Private Equity International CFOs & COOs Forum West on September 14-15, 2022. Thank you to our panelists that participated in our engaging discussion.

Dave Ludwig, Regional Director – Americas at EWM Global, led a panel discussing “Waterfall Calculations and Carried Interest Allocations.” He was joined by Lance Taylor, Partner and CFO at HGGC, Randy Randleman, Managing Director and COO at Sumeru Equity Partners, and Terry Cheyney, CFO at Tribeca Venture Partners. The panel covered insights on waterfall and carried interest philosophies, allocation methodologies, and how to use carry as a strategic retention tool in today’s highly competitive market for talent.

Thank you PEI for putting together a successful, high value, and information-packed event!

EWM Global is a leading FinTech company supporting Financial Services companies around the world in the Digital Transformation of their Incentive and Retention Award Plan administration.

If you’d like to learn more about the Forum and how EWM Global and super-charge your carried interest and incentive plans, please contact marketing@ewmglobal.com.