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Podcast

Private Equity PErspectives - Episode 46: Navigating Longer Holdings Periods

September 6, 2024
Podcast

Private Equity PErspectives - Episode 46: Navigating Longer Holdings Periods

September 6, 2024

On BDO’s latest Private Equity PErspectives podcast episode, Glenn Harrison, managing partner at private credit fund LO3 Capital and Ken Heuer, principal at Kidd & Company, a family office, joined host Todd Kinney.

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Article

2024 Presidential Election and Tax Policy: What’s at Stake for the Asset Management Industry

September 4, 2024
Article

2024 Presidential Election and Tax Policy: What’s at Stake for the Asset Management Industry

September 4, 2024

The 2024 election is likely to profoundly impact tax policy and legislation. Once the dust settles on the results, the incoming president and Congress will have a tall task in 2025, as the expiration of several 2017 Tax Cuts and Jobs Act (TCJA) provisions will loom large and many other tax policy proposals will be on the table.

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Determining a Partner’s Interest in an Investment Fund Partnership When an Allocation Lacks Substantial Economic Effect

August 30, 2024
Article

Determining a Partner’s Interest in an Investment Fund Partnership When an Allocation Lacks Substantial Economic Effect

August 30, 2024

Many investment fund partnership agreements include income and loss allocation provisions that are driven by distribution rights but do not provide explicit instructions regarding a partner’s share of realized profit or loss. These “targeted allocation” agreements often reference an intent to achieve ending capital account balances commensurate with future distributions, with profit and loss allocations determined accordingly.

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Article

2024 Private Equity Survey

July 30, 2024
Article

2024 Private Equity Survey

July 30, 2024

Uncover PE fund managers and PortcoCFOs current strategies, concerns, and outlooks for the remainder of the year. Download the report to learn more.

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