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Learn how scenario modeling supports private fund forecasting, including how you can use it to stress-test your investment strategy, optimize reserves and deployment, and strengthen LP communication.

Learn how to stress test private fund portfolios, including the methodologies, risk factors to model, and how processes can improve reserve management and LP communication.

Learn the fundamentals of direct lending for fund managers, covering key strategies and operational requirements for loan administration, fund accounting, and LP reporting.

Learn about payment-in-kind (PIK) interest, a common feature in private credit, and its various structures and the strategic, operational, and tax implications for your fund.

Learn about loan covenants, including the different types, their important role in private credit, and how you can manage compliance from both the borrower and lender perspective.

Senate delays crypto market structure legislation to 2026, SEC advances tokenization initiatives, and ongoing compliance gaps surface under the Marketing Rule, as momentum builds around the INVEST Act and Q3 fund performance trends emerge.

Learn the dividend recapitalization process for fund managers, including the mechanics of this transaction, its strategic benefits, and the significant operational and compliance risks involved.

Learn the principles of fund accounting in PE and VC, including the core components, operational workflows, and key financial reports critical for fund management and maintaining investor trust.

Understand the discipline of fund-level asset allocation, from translating your thesis into a portfolio construction model to managing reserves and reporting to LPs.

The House passes the bipartisan INVEST Act to expand access to private markets, as the SEC shifts leadership and regulatory tone, and the White House pushes to preempt state AI laws through executive action.

House to vote on the bipartisan INVEST Act to expand capital access, modernize accredited investor rules, and strengthen IPO pathways, as SEC and policymakers push reforms to bolster public and private markets.