NextGen Session #7: Building Your Back Office
Date & Time
Friday, April 1, 2022, 3:00 PM - 5:05 PM
Carmen Ortiz-McGhee Chris Smyth Jennifer Jansen Shake Culzac Jonathan Tomback Chintan Muchhala Jerry Whelan

3:00pm – 3:05pm | Opening Remarks & Speaker Introduction

Speaker: Carmen Ortiz-McGhee, Chief Operating Officer, NAIC

3:05pm – 4:00pm | Building Your Back Office

Compliance and regulatory requirements, institutional investor reporting standards, cash and treasury management are all areas that are often underestimated by new managers – both in their importance and complexity – with potentially dire consequences if not properly managed. This session will take you through these key areas, what you need to do to make sure you are well-covered as you build and grow your firm. This discussion will cover:

  • Private equity (PE) administration and investor services - operating model overview.
  • Regulatory & compliance essentials
  • Private equity: management company accounting, tax and reporting considerations, and startup tax considerations for PE managers
  • Private equity: valuation considerations


  • Christopher Smyth, Partner, Americas PE Leader, Ernst & Young
  • Jennifer Jansen, Senior Manager, Business Consulting,  Ernst & Young
  • Shake Culzac, Senior Manager, Co-leader of Americas Alternative Asset Management Solutions, Ernst & Young
  • Jonathan Tomback, Partner, Financial Services Organization, Ernst & Young
  • Chintan Muchhala, Partner,  Private Equity and Wealth & Asset Management, Ernst & Young
  • Gerald Whelan, Partner, Private Equity Tax Technical Leader


4:00pm – 4:05pm | Virtual Break (5 min)

4:05pm – 5:00pm | Building Your Back Office (continued)

5:00pm – 5:05pm | Closing Remarks

Speaker: Carmen Ortiz-McGhee, Chief Operating Officer, NAIC

5:05pm | Session #7 Ends

Virtual Session Link