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BUY-SIDE BREAKFAST SERIES

Expert Insight, Peer Networking

Inside the New Operating Model: What’s Working in Fund Accounting and Ops with Managed Services

Tuesday, June 24 | 8:00 AM

Harvard Club of New York City

GUEST SPEAKER:

Rod Russell | Controller, H.I.G. Capital

HOSTED BY:

ASHISH JAIN | Managing Director, Accounting Services at Indus Valley Partners

AGENDA:

  • Adapting to Complexity: Addressing growing operational and accounting demands across fund types, asset classes, and jurisdictions.
  • Integration and Oversight: Tactics for seamlessly integrating third-party providers while preserving transparency and control.
  • Scalability Without Burnout: Reducing key-person risk and enabling scalable growth without increasing headcount.
  • Lessons from the Field: Peer-shared examples of effective (and ineffective) approaches to middle- and back-office workflows in hedge funds and private markets.