Chris Smyth - Ernst & Young
Jennifer Jansen - Ernst & Young
Shake Culzac - Ernst & Young LLP
Jonathan Tomback - Ernst & Young
Chintan Muchhala - Ernst & Young
Jerry Whelan - Ernst & Young
![Carmen Ortiz-McGhee](http://assets.swoogo.com/uploads/thumb/2309550-63c8db8c87b42.jpeg)
![Chris Smyth](http://assets.swoogo.com/uploads/thumb/1659876-6238a24b10e29.jpg)
![Jennifer Jansen](http://assets.swoogo.com/uploads/thumb/3516662-65c2960c1c78c.jpg)
![Shake Culzac](http://assets.swoogo.com/uploads/thumb/3516642-65c2955f02a71.jpeg)
![Jonathan Tomback](http://assets.swoogo.com/uploads/thumb/3516649-65c295a3a21df.jpg)
![Chintan Muchhala](http://assets.swoogo.com/uploads/thumb/1647865-622fdcbe41390.jpg)
![Jerry Whelan](http://assets.swoogo.com/uploads/thumb/3653491-65ea36d69bc1c.jpg)
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
Speakers:
- 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