How do you make sure the day-to-day runs smoothly across your entire firm, and not just LP reporting? Offloading time-consuming back-office tasks to an experienced team of accountants and advisors helps. CFOs are concerned managing their firm’s accounting in-house increases overhead while providing limited return. So how do you outsource crucial but burdensome administrative tasks to experienced professionals? Matt Trinkaus walks us through the process and shows us when it works, and when it doesn’t.

Celeste Barone and Mike Trinkaus have built careers cutting through the complexities of fund operations, outsourcing and strategy. Celeste is the former CFO of Commonfund, and Mike the former CFO of Portfolio Advisors. They were recently joined at 4Pines Fund Services by Mark Toby, former CFO of Auspex Group and Maximus Capital. This webcast is a practical live analysis of going from self-administered to outsourced in light of today’s realities. If you’re looking at when to make, or revisit decisions on outsourcing, what the most important catches and caveats are, and to update your notes on best practices from your peers, you will want to watch the webcast below. If there are topics you want to make sure Celeste and Mike tackle, please feel free to reach out to us.

What do established private equity firms do differently to consistently achieve success?

Listen to Jonathan Holmes, Managing Director, CFO and CCO of BV Investment Partners and Michael Trinkaus, CEO of 4Pines Fund Services, as they discuss how Johnathan deploys his more than 15 years of finance and accounting experience to enable BV’s operations and strategy.

And yes, we also discuss co-sourcing.