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July 2, 2024 40 mins

In this episode, George F. Evans is joined by Louis Crasto and Alex Bradford, CPA from RSM US LLP to discuss the private fund adviser rule and its impact on the fund administration industry. 
 
Our great conversation includes:
-About RSM
-The Private Fund Adviser Rule and its Operational Challenges
-The Importance of Data
-The Outsourcing Rule and Co-Sourcing
-Convergence’s ADV Analyzer & Fund Expense Practices Analyzer 
-SEC Examination Priorities for Advisers to Private Funds
-Headwinds and Tailwinds for 2024

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