Solutions
By John LeClaire, Chris Wilson, and George Davis – Section 1202 of the Internal Revenue Code, initially adopted in 1993, enables US investors in certain US companies to realize substantial federal income tax savings if they hold equity constituting “Qualified Small Business Stock” (QSBS) under Section 1202 for at least five years and certain other conditions are met. Many states follow the federal approach.
A recent study by CSC, a global administration and outsourcing solutions provider for alternative asset managers, reveals a growing trend among private capital firms to outsource distribution waterfall modelling and calculations to third-party specialists.
By Felix Keil (pictured), Product Manager, Data Services, and Dr Christoph Meier, Data Science & Artificial Intelligence Consultant – Artificial intelligence (AI) is no longer just a futuristic concept for the private equity (PE) industry – it’s an operational reality. Recent advancements in AI, particularly in large language models (LLMs) and Retrieval-Augmented Generation (RAG), which is the process of combining a user’s prompt with relevant external information to form a new and expanded prompt for a LLM, have opened new opportunities for firms.
Park Square Capital, a prominent European private debt firm, has implemented risk and financial advisory services specialist Kroll’s Private Capital Markets Platform to enhance its investment workflows.
San Francisco-based fintech company Arc has unveiled Arc Intelligence, an AI-driven platform designed to streamline financial processes in the booming private credit market, which is projected to reach $2.8tn by 2028.
The Citco group of companies (Citco), an asset-servicer to the alternative investment sector, has launched Citco Japan Co KK, which will operate as the firm’s local operational headquarters in the Asia-Pacific region.
By Dinesh Shahstri, OpEff Technologies – Investment managers today expect more from their service providers, driven by the need to keep operations lean. To meet these demands, many are achieving success by: using technology to automate back office and portfolio reporting functions; and leveraging outsourced services to fill gaps where technology is cost-prohibitive or inadequate.
CAIA Association has launched the Private Equity Microcredential programme, designed to equip the private wealth management industry with the knowledge needed to understand the complexities of private equity.
Consilium – Ongoing geopolitical and regulatory changes in the UK present new challenges that require strategic consideration and tailored insurance solutions.
Governance, risk, and compliance (GRC) solutions provider, ACA Group (ACA), has acquired Effecta Compliance Group (Effecta), a regulatory consultancy practice that supports financial service firms throughout the United Kingdom and the United Arab Emirates.
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
