HAUPPAUGE, N.Y., Nov. 27, 2018 /PRNewswire/ -- The Gemini Companies (Gemini) today makes available a recorded webinar featuring experts from a variety of private equity fund structures, including a registered interval fund, a registered open-end fund, and a private equity fund. The event was moderated by James Williams, editor of Private Equity Wire, and included four panelists: Eric Bundonis, Portfolio Manager from KKR; David Armstrong, Portfolio Manager from Cedar Capital; Dominique Severino, Partner at Orthogon Partners; and David Young, President of Gemini's Solutions for Hedge/Alt Funds.
During the event, each panelist outlined characteristics that draw investors to various fund types, including risk/return, liquidity, and access points. The panel also discussed:
- The role of the investment strategy: types of strategies that might be best suited to open-ended vehicles versus closed-ended tender funds or offshore private funds
- Performance objectives per fund type: benchmark returns an investor can expect to get in a registered private equity fund versus an offshore structure
- The volatility threshold of the investor: how different private equity structures influence/respond to a stress event
- Key investor considerations when considering the best access route into private equity (such as net worth and investment time horizon)
- How important it is for investors to have a wider set of investment options for building exposure to private equity
David Young commented, "The demand for private equity returns is generating a variety of new products for investors. Innovation and agility are part of Gemini's DNA, so we have the flexibility to adapt to each type of these fund structures, including through our Dedicated Managed Account platform, as well as registered, interval, and traditional PE fund structures."
Elements of Gemini's outsourced private equity fund administration model include: robust reporting to respond to new U.S. tax laws, optimal data connectivity for better insights and execution, access to a team of professionals that can be leveraged as an extension of the manager's core team, streamlined operations resulting in ease of workload, and ability to deliver cost savings that impact a fund's bottom line and flow through to their investors.
To learn more:
LISTEN: "Cracking the Next Generation of Liquid Alternatives: Private Equity"
DOWNLOAD: Factors to consider when outsourcing your PE fund services
About Gemini
Since 1983, Gemini has been providing our partners an ever-expanding suite of services for their investment products, such as modern investor servicing tools, portfolio administration and accounting, comprehensive compliance programs, and guidance on regulations, auditing, and distribution. Gemini's consultative approach and culture of service helps managers and investors navigate and flourish in today's increasingly sophisticated and dynamic investment landscape.
Gemini provides a single, integrated solution that supports the launching and servicing of mutual funds, hedge funds, ETFs, private equity funds, variable annuity trusts, and state-sponsored 529 plans. We also offer customized structures designed to support the unique needs of pensions, endowments, and foundations.
Gemini is a subsidiary of NorthStar Financial Services Group, LLC, which has 1,000 employees and over $780B in assets under management and administration as of October 31, 2018. For more information, please visit www.thegeminicompanies.com.
CONTACT: |
Jami Schlicher |
JConnelly |
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(973) 850-7309 |
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7835 GFS 11/26/2018
SOURCE Gemini
Related Links
http://www.thegeminicompanies.com
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