Private Equity Firm Operations: In-House v. Outsourced

Watch the recording for a discussion on private equity fund operations and best practices for back office structures.

Our panel of experts included in-house and outsourced CFOs of private equity firms to give insight into both perspectives of the heavily debated topic: in-house versus outsourcing your back office.

You will learn:

• What exactly does the back office encompass?
• What should you prioritize keeping in-house as you consider your team structure?
• What gets outsourced, at what point in your firm life cycle, and why?
• How can you diligence your outsourced providers?

Featuring

• Kwame Lewis
  Co-Founder
  LewisLevy Consulting

• Lakesha Wilson Hill
  Chief Financial Officer
  Riverspan Partners

• Kyler Thomas
  Director, Fund Accounting
  Carta

DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates.