FRA’s National Private Investment Fund Due Diligence Summit to Feature Two Decosimo Principals

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Decosimo will serve as the lead sponsor for the Private Investment Funds Due Diligence Summit to be held at the Princeton Club in New York City on September 22-23. Hosted by Financial Research Associates, the conference will be chaired by Decosimo’s Domestic and International Principal Karl Jordan, CPA, CGMA, and Decosimo Assurance Principal Marshall Harvey, CPA, CFE, will serve as one of the presenters.

The summit will explore a series of major topics including direct investing, management fees, post-investment due diligence and documentation.

Decosimo, a Top 100 accounting and business advisory firm, will serve as the lead sponsor for the Private Investment Funds Due Diligence Summit to be held at the Princeton Club in New York City on September 22-23. Hosted by Financial Research Associates, the conference will be chaired by Decosimo’s Domestic and International Principal Karl Jordan, CPA, CGMA. Decosimo Assurance Principal Marshall Harvey, CPA, CFE, will serve as one of the presenters at the conference which will bring together industry leaders in private equity and hedge funds to address the current and future trends in due diligence. The summit will explore a series of major topics including direct investing, management fees, post-investment due diligence and documentation.

Mr. Harvey will co-present the session entitled “New Strategies and Practices for Valuation.” He will be joined in the presentation by Christopher Kundro, Senior Vice President and Co-Head of Wells Fargo Global Fund Services. The session led by Mr. Harvey and Mr. Kundro will discuss the continuing evolution of best practices for valuation and underlying value. Along with highlighting the issues that can occur when valuations are disputed and strategies for handling questionable valuations, the presentation will discuss the use of third-party valuation experts and organizations.

Mr. Harvey is a principal in Decosimo’s assurance practice with more than three decades of experience in public accounting and consulting. Mr. Harvey serves as one of the firm’s lead experts in its financial services practice which includes service to private investment partnerships/hedge funds, venture capital entities, financial institutions and securities dealers. He has been one of Decosimo’s primary resources for SEC reporting and initial public offerings for over 25 years.

Mr. Jordan is Decosimo’s investment entities practice leader and he also serves as the Director in Charge of the firm’s Cayman office, Moore Stephens Decosimo Cayman Limited. He has extensive experience in providing services to hedge funds, private investment partnerships, alternative investment partnerships, broker/dealers, real estate companies, captive insurance, investment companies, family offices and high-net-worth individuals.

Through its highly-focused conferences and seminars, FRA provides access to timely, cutting-edge information for the nation’s top executives. Decosimo consistently sponsors FRA’s educational conferences and has led presentations at recent conferences on such topics as valuation for hard-to-value portfolios, hedge fund tax and compliance issues and due diligence for institutional investors.

About Decosimo:

Decosimo is a leading public accounting and business advisory firm specializing in services to alternative investment funds, offshore entities, fund of funds, real estate funds, investment advisors, broker/dealers, financial institutions, captive insurance companies and alternative loan and private investment groups. Decosimo has been recognized as one of the leading hedge fund auditing firms in the nation. In a 2014 ranking by HFMWeek Magazine highlighting service providers, Decosimo placed among the Top 15 auditors of funds managed by SEC-registered advisors in the U.S. Beyond assurance and tax solutions, Decosimo provides advisory services for independent due diligence and transaction services; accounting assistance with fund launches; investment performance testing; counsel related to fund structure, fee agreements and complex tax allocation issues; advice on matters of board governance and ethics; and attestation services under the SEC Custody Rule provisions. As an independent firm associated with Moore Stephens International Limited, Decosimo has access to additional resources and professionals in 667 offices across 105 countries offering clients a global reach while maintaining a local perspective. Learn more at http://www.decosimo.com/investment.

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Greg Thompson
Decosimo
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