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Posted Jul 21, 2023

The Fund Managers' Guide to Busy Season

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The best defense is a good offense, as the saying goes. As we head deeper into Q3, fund managers have the chance to prepare for busy season and not get caught flat-footed come January.

So, what lessons can be learned from the past? Will AI add to or alleviate stress levels this tax and audit season? And how can fund managers improve the flow of data between their administrators and auditors?

In our recent webinar, Juniper Square’s Derek Shanahan and Adam Walker were joined by Esther Chiang of Paul Hastings and Phillip Snyman of KPMG to discuss:

  • Managing both structured and unstructured data

  • Upcoming private funds rules and additional reporting requirements

  • How AI could impact fund management, data consumption, and managing governmental regulations