Recorded webcast

Empowering CFOs: Navigating LP relations in a tech-driven world

Harness technology, achieve the optimal target operating model

October 23, 2024
Event details
Date and time

Wednesday, October 23, 2024

Recorded, watch anytime

Intended audience

CFO, Controller, Tax Executive, Investor Relations

Duration

60 minutes

Event overview

In a rapidly evolving financial landscape, chief financial officers face increasing pressure to manage limited partner (LP) relations effectively while ensuring that their firms remain agile, and data driven. The webcast provided attendees with the insights and tools needed to overcome these challenges and lead with confidence.

Key takeaways from the webcast include:

  • Strengthening LP relations: Leverage technology to enhance communication, transparency, and trust with your Limited Partners.
  • Data-driven decision-making: Use both internal and external data to make informed decisions and stay competitive.
  • Operational excellence: Streamline investor onboarding and reporting processes to demonstrate firm-wide efficiency.

If you missed any part of the session or would like to revisit specific sections, you can access the on-demand recording here: 

We encourage you to apply the insights gained to enhance your firm’s operations and strengthen LP relations. Feel free to reach out if you have any questions or need further information.


Presenters
  • William Andreoni
    William Andreoni
    Fund Services+ Co-Lead
    RSM US

    William Andreoni serves as the RSM US LLP’s (RSM) national asset management consulting leader. He also serves as the national co-leader for RSM Fund Services+, RSM's comprehensive fund administration/fund tax solution. 

    William Andreoni
    William Andreoni
    Fund Services+ Co-Lead
    RSM US

    William Andreoni serves as the RSM US LLP’s (RSM) national asset management consulting leader. He also serves as the national co-leader for RSM Fund Services+, RSM's comprehensive fund administration/fund tax solution. 

  • Louis Crasto
    Fund Services+ Co-Lead
    RSM US

    Louis Crasto is a national co-leader for RSM US LLP's fund administration practice (RSM Fund Services+). He brings over 20 years of senior executive experience in the alternative asset industry, including 10 years as a chief financial officer for various private equity firms. Louis focuses on building and co-leading RSM’s private equity, venture capital and real estate fund administration business.  

    Louis Crasto
    Fund Services+ Co-Lead
    RSM US

    Louis Crasto is a national co-leader for RSM US LLP's fund administration practice (RSM Fund Services+). He brings over 20 years of senior executive experience in the alternative asset industry, including 10 years as a chief financial officer for various private equity firms. Louis focuses on building and co-leading RSM’s private equity, venture capital and real estate fund administration business.  

Michael Carrillo  |  Business Development Director  |  RSM US LLP

Davit Harutyunyan  |  Allvue


Event details
Date and time

Wednesday, October 23, 2024

Recorded, watch anytime

Intended audience

CFO, Controller, Tax Executive, Investor Relations

Duration

60 minutes

Additional resources

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