Investran Webinars

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The Impact of Updated ILPA Reporting Standards - Enhancing Private Equity Communications

Summary: Earlier this year, in an effort to further improve LP-GP relations, the institutional Limited Partners Association (ILPA) issued comprehensive updates to the three main tenets of the Private Equity Principles. Standards were introduced to help funds process these updates in the most efficient manner, including: an appendix on Carry Clawback best-practice guidelines; a more comprehensive overview of the three guiding principles; as well as expanded context describing the need for the key guidelines.

Wondering how recent changes will impact LP-GP relations? How can processes be automated to meet ILPA reporting requirements?

Join Mike Elio, Managing Director at LP Capital Advisors; Tony Piper, Founder & Director at 4vco; and Jason Haft, Senior Manager with SunGard Investran for this discussion.

We discuss important issues surrounding:

  • ILPA's best practice private equity principles
  • Launch of the Capital Call and Distribution Notice templates
  • Review of global practices that are needed to enable LP's and GP's to create transparent and efficient processes through ILPA's principles
  • How technology can enable private equity managers to swiftly respond to industry challenges to meet ILPA reporting standards

Family Office Metics Successful Practices Series -- "Meeting the Challenge: Centralizing Porfolio Administration"

Summary: Join Family Office Metrics and Investran as they discuss how centralizing portfolio administration across general ledgers, excel, homegrown applications and other investment solutions can seem overwhelming, if not impossible. The problem is compounded when it concerns a complex, multi-asset class portfolio, typical of family offices.

Investran Tax Capabilities Webinar

Summary: Today's unprecedented investment landscape is forcing private equity firms to face many new business challenges highlighting the need to maximize operational efficiencies and leverage technology. Among the immediate tasks in 2009 are optimizing the use of technology and at this time of year, getting through tax season. Tax season is right around the corner and at the forefront of both your firm's and your investors minds. As both a leading technology provider to the private equity market and a trusted partner, Investran can provide the tools your firm needs to efficiently and effectively navigate this year's tax returns.