Charting the Course: A CFO's Guide to Modern Fund Management in 2024

The rise of AI is the biggest tech theme of 2024, and businesses are hungry for ways to leverage machines' potential to help people work faster and smarter. But AI isn’t one-size-fits-all, especially for a technology that’s still growing, and businesses are still figuring out how to shift and adapt their processes.

In this webinar, Joseph Harrington, Partner at PwC US, Dana Van Wie, Partner at PwC US, and Adam Walker, Industry Principal of Fund Solutions at Juniper Square, explored the challenges facing CFOs as they sort through the power, promise, and potential missteps with bringing on new technology.

They explore:

• How the role and skills required of finance leaders are changing quickly

• How technology and innovation are transforming fund operations

• Assessing and mitigating risks, including cybersecurity threats, operational errors, and human error

• How not to get overwhelmed by all of the available technology in the market today

In this webinar, Baylor Daggmill, Vice President at Alliance Global Advisors; Mo Saraiya, Managing Director at Madison International Realty; Ben Ruffel at Kudu Investment Management; and Brandon Sedloff, Chief Real Estate Officer at Juniper Square, discussed entity-level investing and the evolving landscape of institutional capital that's being strategically allocated at the firm level, not just at the asset level.

This approach reflects a growing trend among real estate investors. It allows LPs to tap into the broader platform economics, gaining access to property-level returns, fee revenues, and enterprise growth. Meanwhile, managers see it as a way to scale their operations, expand their product offerings, and stabilize their capital base.

Watch now to learn more about:

• How entity-level investing addresses several challenges facing the current capital market

• The efficiencies in specialization, aggregation, and operational leverage offered by a platform approach

• Key considerations around investment structure, valuation, and succession planning

Watch now.