Talking Asset Management with KPMG

Talking Asset Management with KPMG episodes:

• 04.10.2024

  Checking in with KPMG Americas Asset Management leads

  KPMG Asset Management leads from the Americas discuss macro trends in the global economy and the impact to the asset management industry for investors and others to consider.

  
• 12.01.2023

  YA Global Case Decision

  Listen to Patrick Brooks and Sam Riesenberg, Credit Tax practice leaders, discuss the YA Global Case Decision

  
• 11.03.2023

  Treaties and Independent Agents

  Listen to our latest episode, which features Scott Woods and Sam Riesenberg, Credit Tax practice leaders, and Kyle Phillips, managing director in the international tax group, to learn more about treaties, independent agents, and the economic consequences for credit funds.

  
• 09.06.2023

  State Unitary Issues and Credit

  Listen to Datus Tomasovich and Dilyana Antevil, managing directors in the State and Local Tax (SALT) practice, along with Scott Salmon, partner in the Washington National Tax practice discuss state unitary issues and credit.

  
• 08.03.2023

  Transfer Pricing in Credit

  Patrick Brooks, Credit Tax practice leader, Crystal Casillas, lead Tax partner for numerous private equity and credit funds, and Vinay Kapoor, principal in our Transfer Pricing practice, discuss the importance of transfer pricing for credit funds and lenders.

  
• 01.13.2023

  Staking

  Discussing staking, from general tax considerations to potential implications for various classes of investors, such as foreign and tax-exempt investors

  
• 10.24.2022

  Credit Funds and Distressed Debt

  Discussing the lifecycle of distressed debt from the perspective of a credit fund

  
• 10.20.2022

  Macro Trends in the Global Economy

  Greg Williams, National Sector Leader for Asset Management at KPMG U.S., hosts a conversation with KPMG Asset Management leaders and the KPMG U.S. Office of the Chief Economist, exploring macro trends in the global economy and the impact on the...

  
• 09.27.2022

  Sovereign Wealth Funds in Credit

  Focusing on sovereign wealth funds in credit

  
• 08.18.2022

  IRS and State Audit Activity in Credit Funds

  Focusing on IRS and state audit activities with regard to credit funds

  
• 07.13.2022

  Treaties and credit funds

  Focusing on treaty structures and credit funds.

  
• 06.07.2022

  Capital raising environment for hedge funds

  Steven Menna, John Budzyna and Peter Tarrant discuss the capital raising environment for hedge funds.

  
• 05.09.2022

  Regulatory headwinds

  John Budzyna and Michael Mavrides discuss regulatory headwinds that are confronting alternative investments firms.

  
• 05.05.2022

  Technology - The great enabler

  John Budzyna, Paul Pisani and Bikram Singh discuss the influence of technology across the operating model of hedge funds.

  
• 05.02.2022

  Credit Funds and Royalties

  Sam Riesenberg and Brett Fieldston discuss royalty financing structures for credit funds.

  
• 04.14.2022

  Business Deveopment Companies

  Patrick Brooks, Deirdre Fortune and Raj Patel discuss business development companies or BDCs

  
• 03.21.2022

  The new UK Qualifying Asset Holding Company regime and implications for credit funds

  Patrick Brooks, Sam Riesenberg and Michael Bolan discuss the UK Qualifying Asset Holding Company regime.

  
• 03.18.2022

  Hedge fund business operating models

  Joe Fisher, John Budzyna and Jay Peller discuss key considerations for hedge fund business operating models.

  
• 03.18.2022

  Hedge fund business operating models

  Joe Fisher, John Budzyna and Jay Peller discuss key considerations for hedge fund business operating models.

  
• 03.02.2022

  SALT considerations for credit funds

  Discussing SALT considerations for credit funds

  
• 02.24.2022

  Big changes coming for private funds

  Listen to Sean McKee and Matt Giordano discuss the new SEC rule proposal for private fund advisers.

  
• 01.31.2022

  Credit funds: Trends in structuring and audit activity

  Listen to Patrick Brooks and Sam Riesenberg discuss credit fund trends, structuring, and audit activity.

  
• 01.28.2022

  How will the YA global case impact credit funds?

  Listen to Scott Woods and Sam Riesenberg talk about the potential impacts to credit funds due to the YA Global case.

  
• 01.28.2022

  Five SEC priorities for asset management

  Listen to Sean McKee and Matt Giordano outline SEC Chair Gensler's five priorities for asset management.

  
• 01.10.2022

  The SEC's Five Priorities for Private Funds

  KPMG Partner Matt Giordano and Iron Road Partners' Igor Rozenblit discuss the SEC's five priorities for private funds.

  
• 12.20.2021

  Credit funds, part 2

  Trends in structuring and audit activity for credit funds.

  
• 12.20.2021

  Credit funds, part 1

  How the YA Global case may impact credit funds

  
• 12.13.2021

  The top themes facing asset managers in 2022

  KPMG Partner Sean McKee discusses the top themes facing asset managers in 2022.

  
• 11.01.2021

  The top 5 challenges of the new SEC derivatives rule

  KPMG Partners Matt Giordano and Sean McKee discuss the top 5 challenges asset managers are experiencing implementing the new SEC derivatives rule

  
• 08.26.2021

  Real estate data and ESG reporting

  How do you achieve ESG reporting goals? What does a data and digitalization strategy look like?

  
• 05.28.2021

  Smart buildings and cyber: Securely gaining competitive advantage

  Listen to learn how to ensure appropriate security measures when capturing real estate data signals.

  
• 05.27.2021

  Using real estate data to improve the customer experience

  How real estate organizations can use data to enhance the customer experience for competitive advantage.

  
• 05.27.2021

  Smart buildings and cyber: Securely gaining competitive advantage

  Listen to learn how to ensure appropriate security measures when capturing real estate data signals.

  
• 05.03.2021

  SEC's Division of Examinations 2021 exam priorities

  KPMG's Sean McKee and Matt Giordano discuss the SEC's Division of Examinations 2021 exam priorities.

  
• 04.20.2021

  Tax considerations for mutual funds investing in private equity or hedge funds

  Tax considerations for mutual funds investing in private equity or hedge funds.

  
• 04.07.2021

  How do asset managers win with an ESG strategy?

  KPMG Partner Matt Giordano and Tania Carnegie, KPMG's Global Lead of Asset Management discuss how asset managers can win with an ESG or sustainable investment strategy.

  
• 04.01.2021

  ESG and registered funds: Increased scrutiny on the horizon?

  Why we expect to see increased regulatory focus on ESG and sustainable investment products.

  
• 03.16.2021

  What should private fund C suite executives be focused on with a new administration

  KPMG Partner Matt Giordano and Kirkland and Ellis Partner Norm Champ discuss what private fund C suite executives should be focused on with a new administration.

  
• 03.09.2021

  Top 3 things C-suite execs should think about: 1940 Act Funds and BDCs perspective

  KPMG Partner Matt Giordano and Kirkland and Ellis Partner Marian Fowler discuss the top 3 issues c-suite executives of 1940 Act Funds and business development companies should think about with the new administration.

  
• 01.25.2021

  What are the top five considerations for mutual funds investing in private equity or venture capital?

  KPMG Partners Matt Giordano and Sean McKee discuss the top five considerations for mutual funds investing in private equity or venture capital.

  
• 01.15.2021

  What does the modernized regulatory framework for fund valuation mean for management?

  KPMG Partner Matt Giordano and Stradley Ronon Partner Dave Grim discuss what the modernized regulatory framework for fund valuation means for management.

  
• 01.15.2021

  How does the SEC modernized regulatory framework for fund valuation impact boards?

  KPMG Partner Matt Giordano and Stradley Ronon Partner Dave Grim discuss how the SEC modernized regulatory framework for fund valuation impacts boards.

  
• 09.14.2020

  How are asset managers preparing for LIBOR? (Part 2 of 2)

  KPMG's Mark Nowakowski and Chris Dias connect with Lauren Davides of State Street to discuss how asset managers are preparing for LIBOR.

  
• 09.14.2020

  How are asset managers preparing for LIBOR? (Part 1 of 2)

  KPMG's Mark Nowakowski and Chris Dias connect with Lauren Davides of State Street to discuss how asset managers are preparing for LIBOR.

  
• 07.20.2020

  COVID-19 Money market fund challenges

  Hear from KPMG advisors Sean McKee, Adam Hirsh, and James Penman on the market driven money market fund challenges, drivers, and the road forward.

  
• 06.17.2020

  Tax impacts on RICs

  KPMG thought leaders Deanna Flores, Deirdre Fortune, and Brandon Andres discuss the tax impact COVID-19 is having on regulated investment companies, also known as RICs.

  
• 05.28.2020

  COVID-19 impact on BDCs

  COVID-19 and the resulting economic downturn are testing market liquidity, portfolio company business models and valuation policies and procedures in ways that they have not been tested since the Great Recession of 2008-2009. Listen to KPMG partners Sean McKee, Matt...

  
• 05.28.2020

  SEC proposes modernized fund valuation framework

  In April, the SEC proposed a modification to the valuation practices and the role of the board of directors in determining the fair value of investments held by a registered investment company or a business development company. Join KPMG partners...