Expand Your Fund Knowledge
Insurance Dedicated Fund (IDF) Structure for Tax Efficiency
Webinar on 'Maximizing Tax Efficiency through Insurance Dedicated Funds' was conducted on Jan 05, 2024. Muhammad Akram |Greg Poapst | Adam Hagfors | David C. Reynolds, CFP®, CLU® discussed how insurance dedicated funds can be structured to enhance your tax savings and planning. If you missed somehow, please click below to watch the video. You can also go through Insurance Dedicated Fund (IDF) Structure for Tax Efficiency (PDF) to learn more about insurance dedicated funds.
Hedge Funds 2023 Year-End Tax Strategies
November 13th, 2023 at 2:00 PM EST/ 11:00 AM PST
This webinar will highlight essential tax planning techniques to optimize your hedge fund's fiscal health as the year draws to a close. Join us to uncover the most important steps and suggestions that can greatly impact your fund's tax position. Whether you're a fund manager or an investor, read out this Hedge Funds 2023 Year-End Tax Strategies (PDF). our focus is to arm you with the right knowledge to navigate the complex tax landscape efficiently.Read Checklist for Annual Fund Audit.
How to Value Illiquid Level 3 Investments
Oct 12, 2023 at 2:00 PM EST/ 11:00 AM PST
It's not easy to value illiquid Level 3 Investments, it involves assessing complex financial instruments with limited market activity. Analysts use sophisticated models and assumptions to estimate fair values, considering factors like future cash flows and risk. Don't miss this essential discussion if you want to get an idea about fair value.
You can also go through How to value illiquid Level 3 Investments (PDF) to learn more about it.
SEC Enhances the Regulations of Private Fund Advisers
Oct 05, 2023 at 2:00 PM EST/ 11:00 AM PST
The SEC has just made major updates to the regulations governing Private Fund Advisers% 📈. In this video we break down the key changes and what they mean for investors and fund managers.
Don't miss this essential update for anyone involved in the world of private funds! and go through SEC Latest Regulations (PDF)
Latest Cybersecurity Threats and Best Practices for Alternative Investment Funds
Sep 06, 2023 at 2:00 PM EST/ 11:00 AM PST
The alternative investment industry, which includes investments outside of traditional assets like stocks and bonds (e.g., private equity, hedge funds, real estate, venture capital), is not immune to cybersecurity threats. In fact, the sensitive nature of the financial data and the potentially high returns associated with these investments can make the industry an attractive target for cybercriminals. Learn more about these threats in this webinar and Cybersecurity Threat and Best Practices (PDF)
Pros and Cons of Outsourcing Operations of Alternative Investment Funds
Aug 01, 2023 at 2:00 PM EST/ 11:00 AM PST
For many asset and hedge fund managers, the question is no longer whether to outsource, but how much and which functions to outsource. In this video we will explore the range of outsourcing options and the strategic advantages of outsourcing today.
Outsourcing is not merely a matter of convenience and cost control but can actually deliver a strategic advantage. Just check out this Pros & Cons of Outsourcing (PDF))
Impact of High Interest Rates on Valuation for Alternative Investments
June 7, 2023 at 2:00 PM EST/ 11:00 AM PST
As interest rates rise, the discount rate also increases, which impacts the present value of future cash flows and ultimately, the valuation of the business and investments. We will discuss the impact of interest rates on Business Valuation, Growth vs. Value Stocks , and Real Estates. If you want more information, check out this Impact of High Interest Rate (PDF)
Series LLC Structure- Pros & Cons
April 5, 2023 at 2:00 PM EST/ 11:00 AM PST
Akram would like you to join our Webinar about the pros and cons of a series LLC structure. you would learn the process of forming a series of LLC is different for each state and why Delaware is most desired jurisdiction for Series LLC. To find out more click to study Pros & Cons oF LLC Structure (PDF)
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Contact Us for Investment Fund Accounting Solutions
We understand that clients in the Alternative Investments arena are extremely prudent. At Akram, we provide high-end, tailored fund accounting services with careful planning and an unmatched responsiveness that only a boutique accounting firm like ours can deliver. Contact us today to learn more about our specialized assurance, advisory, and tax services for hedge funds, commodity trading advisors, private equity and venture capital funds, digital asset funds, insurance dedicated funds, real estate funds, day traders, investors, family offices, and high net worth individuals.