Virtual Event

First Close: Acing Your Fund Operations Stack

With audit season coming to a close, what better time than to start thinking ahead in terms of your operational set up.

Watch the recording of First Close: Acing your Fund Operations Stack to navigate the intricacies of fund accounting, investor relations, and audits. Ensure your LP reporting is on point for 2024.

We covered:

• How your fund admin can improve your LP relationships
• The dynamics between fund admin, auditors and LPs.
• What a good audit season looks like
• How technology can improve your financial reporting
• Trends and insights in the current audit season

About First Close

First Close is a series of events held by Carta supporting fund managers in developing their knowledge in fund operations and investor relations. It covers topics like fundraising, legal, operations, finance, tax and administration. If you are interested in recommending a topic or a speaker, we would love to hear webinars@carta.com.

Featuring

-

Chloe Brown
Senior Manager, Closed End Funds
Carta

-

Rebekah Kasumu
Partner, Head of Finance
LocalGlobe

-

Jonida Vesiu
Senior Manager, Audit and Assurance
Deloitte

-

Arik Oslerne
Senior Director, Delivery
Vauban

DISCLAMER: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is for information purposes only.