Dale Thompson

Dale Thompson

Assurance Partner

CPA

BDO New York - Park Avenue Office

212-885-7318

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Executive Summary

Dale provides assurance services to alternative funds, registered funds and broker dealers in the Boston and New York markets. Dale has more than 19 years of experience managing multiple audit engagements covering a wide range of asset management companies including hedge funds, private equity funds, mutual funds, business development companies, registered investment partnerships and investment advisors.
 
He leads teams of audit, information technology, tax, and valuation professionals in planning and executing internal control assessments and account balance procedures to address client-specific risk factors. He also advises senior executives on internal controls, accounting and reporting principles, regulatory matters, and industry developments. He has provided guidance to investment advisers on accounting, structuring and regulatory matters impacting their products as well as their advisory businesses.
 
Dale is an active contributor to BDO publications on topics of importance to investment managers and funds. He also serves as a technical resource to BDO’s National Asset Management Practice. Prior to joining BDO, Dale served as the Chief Financial Officer of a multibillion dollar investment company and was a partner at a Big Four accounting firm.

Professional Affiliations

American Institute of Certified Public Accountants
American Institute of Certified Public Accountants -- Investment Companies Expert Panel
American Institute of Certified Public Accountants – Private Equity/Venture Capital Fair Valuation Task Force
Massachusetts Society of Certified Public Accountants
National Association of Black Accountants, New York Chapter, Advisory Board Member
NICSA Alternative Investments Committee, Former Member

Education

B.S., Management, University of Massachusetts

Community Involvement

Hedge Funds Care, Boston Chapter, Former Member