A Fund's Life Cycle - Creating Value at Every Stage
CSC streamlines transactions and back-office support for asset managers through every stage of a fund’s life cycle. CSC’s Drew McMahon, associate director of U.S. Fund Services, and Ciela McDevitt, Global Financial Markets (GFM) corporate solutions manager, will review how you can optimize fund operations across the life cycle.
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The session will include:
Stages of fund’s life cycle
Checklist for the operational efficiencies at every stage
Fund launch—formation through capital raise
Investor onboarding—AML/KYC, and other considerations
Growth and acquisition—best practices for entity maintenance and local compliance
Investment and portfolio management—M&A escrow agent, loan agent, independent directors, and qualified custodian
Realization and liquidation—roles of a liquidating trustee and disbursing agent