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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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Overview

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

  • Live Q&A