Announcements

Road to 40 Webinar - Demystifying Private Equity 

Private alternative investments—including private equity, private credit, and real estate—have become increasingly important components of institutional investment portfolios. Yet many finance professionals are expected to oversee, audit, account for, report on, or govern these assets without having direct investment management experience.
 
Join experts from Albourne for a practical discussion of the key processes and controls that support effective oversight of private alternative investments. This session will explore how investors evaluate portfolio valuations, conduct operational due diligence, assess investment and operational risks, and validate complex fee and expense arrangements. Attendees will gain insight into the governance, reporting, and control considerations that help organizations manage these often opaque and highly specialized asset classes.
 
Designed for accounting, finance, audit, compliance, operations, and risk professionals, this webinar will provide a framework for understanding the critical questions to ask when reviewing private market investments and the third-party managers who oversee them.
 
The webinar is $100 for members and $200 for nonmembers. Those who attend at least 100 minutes of the webinar and respond to at least 6 of the 8 polling questions will earn 2 CPE credits.

After attending this session, you will be able to:

  • Identify the primary valuation methodologies and key assumptions commonly used in private equity, private credit, and real estate investments.
  • Describe the objectives and components of operational due diligence, including the evaluation of governance, controls, service providers, and operational infrastructure.
  • Recognize key investment, operational, and reporting risks associated with private alternative asset classes and the oversight practices used to monitor them.
  • Explain the purpose and process of fee and expense validation, including common fee structures and areas of potential concern for investors and fiduciaries.
To register for the webinar, head to the P2F2 website and scroll down to the Events section and click on the webinar link.


P2F2

The Public Pension Financial Forum is organized for education, pension advocacy and networking purposes. To support the ongoing education of our membership, we prepare quarterly newsletters, hold member facilitated conference calls and webinars, and host an annual conference.  We also have a Member Forum that allows members to ask questions and receive answers from each other.  To participate in P2F2, follow the member enrollment link above.