There have always been two traditional ways of raising capital for a new business venture, through traditional institutional financing and from private investors. However, a third less well known form of raising capital through foreign investors, known as “EB-5” or “Immigrant Investor Program” is available.
With the resurgence of the CLO market now widely acknowledged, collateral managers are focused on new issuances. To reassure investors who are all too aware of the market's previous flaws, existing and prospective managers should consider the transition plan from a CLO's closing to the oversight phase, with a particular focus on valuation and investor reporting.
Whether you are a new Chief Compliance Officer (“CCO”) for a newly formed registered investment adviser or a firm that has been in business for more than a decade, conducting the Annual Review allows for an opportunity to reflect upon the strength of your advisory compliance program.
Marcum's highly-respected team of professionals can help you meet the challenges of starting or managing your fund. Our thought leaders are recognized experts, frequent speakers at industry conferences and often quoted in trade publications.
In today’s environment of increased regulation and changing rules, Marcum LLP's Alternative Investment Group stays on the cutting edge of relevant policies, practices and procedures.
Our expertise includes auditing, financial reporting, accounting services, tax planning, tax return preparation and consulting. We service domestic and offshore hedge funds, private equity funds, funds of funds and real estate investment funds. In addition to the more traditional long/short equity funds, Marcum's Alternative Investment Group has in-depth knowledge of complex entities with hard to value investments such as PIPE funds, life settlement funds, ABL funds and credit strategies. We also provide services to management companies, general partners and their principals.
We remain committed to offering our clients the highest level of personal service available. The responsiveness and accessibility that Marcum's team offers is unmatched by our competitors.