Experienced Advisory Consultants LLC’s Post

While Fund Administration and Outsourced CFO Services may seem similar at first glance, they offer distinct advantages for growing fund managers. We've partnered with LewisLevy Consulting to bring you a three-part series focused on understanding the differences between these services, how they can complement each other, and when fund managers should consider leveraging each option. Enjoy, and stay tuned for more! 😃

Last week, Cantor Fitzgerald Asset Management participated in the 2024 Mariner CPA Summit in Kansas City. Jay Frank, President of Cantor Fitzgerald Asset Management, delivered valuable insights on tax and event-driven real estate strategies highlighting how proactive tax planning and strategic investment solutions can optimize portfolios and help advisors and CPAs grow their practices. A special thanks to Mariner for organizing this summit. #InvestmentManagement #TaxStrategies #EventDrivenInvesting #CantorFitzgerald #MarinerCPA #FinanceSummit

Ropes & Gray LLP partners Lindsey Goldstein and Marc Biamonte commented on fund term customization in a recent Private Funds CFO article. Read the full article here which delves into side letters, separately managed accounts and more. #privatefunds #assetmanagement 

Ropes & Gray LLP partners Lindsey Goldstein and Marc Biamonte commented on fund term customization in a recent Private Funds CFO article. Read the full article here which delves into side letters, separately managed accounts and more. #privatefunds #assetmanagement 

Ropes & Gray LLP partners Lindsey Goldstein and Marc Biamonte commented on fund term customization in a recent Private Funds CFO article. Read the full article here which delves into side letters, separately managed accounts and more. #privatefunds #assetmanagement 

Ropes & Gray LLP partners Lindsey Goldstein and Marc Biamonte commented on fund term customization in a recent Private Funds CFO. Read the full article here which delves into side letters, separately managed accounts and more. #privatefunds #assetmanagement 

Ropes & Gray LLP partners Lindsey Goldstein and Marc Biamonte commented on fund term customization in a recent Private Funds CFO article. Read the full article here which delves into side letters, separately managed accounts and more. #privatefunds #assetmanagement

Ropes & Gray LLP partners Lindsey Goldstein and Marc Biamonte commented on fund term customization in a recent Private Funds CFO article. Read the full article here which delves into side letters, separately managed accounts and more. #privatefunds #assetmanagement 

Explore key principles, components, and challenges associated with Private Equity fund accounting in our recent article "Fund Accounting Simplified" #privateequity #fundaccounting #simplified #Project Accountants Ltd https://lnkd.in/eTMxjC-k

Ropes & Gray partners Lindsey Goldstein and Marc Biamonte commented on fund term customization in a recent Private Funds CFO article. Read the full article here which delves into side letters, separately managed accounts and more. #privatefunds #assetmanagement