ESG Journeys, Walking the Talk from End to End Hear the differing perspectives of a portfolio company, fund manager and solutions provider as they each describe what ESG means to them and the specific challenges they face. Our panel will discuss the questions that these market participants are receiving from their own clients before learning how they are attempting to provide appropriate solutions.

In this episode of Between The Lines, Darren Mooney, managing director at IQ-EQ, dives deep into IQ-EQ’s proprietary compliance tool, gVue. gVue is a comprehensive solution for managing and monitoring a business's compliance activities. Darren talks with Steve Piaker and Tanu Suneja of Ten Coves Capital, Jenny Herman of Additive Advisory and IQ-EQ’s Melsa McGarey, director, and JP Gonzalez, Chief Commercial Officer, The Americas. During this show, you will hear about how gVue help...

In this episode of our 'Women in Alternative Assets' podcast series, IQ-EQ’s Anne Marie Costet is joined by Sandrine Henton, Managing Director of EG Capital, who is looking forward to exploiting a new strategy which invests in young people and women to deliver measurable financial returns and impact. During the session, Sandrine shares her views about recognising the risk perception of bias when investing in an emerging market such as Africa, and the potential for generating alpha by i...

IQ-EQ is delighted to share a recording of the first of our online masterclasses for first-time fund managers, developed in association with IQ-EQ Launchpad. This session, led by IQ-EQ training manager Carmel McCartney, examines the challenges facing first-time fund managers and how to overcome them. Throughout the session, Carmel discusses problems that may arise during the set-up process, calculating cost-time efficiency, and preparing for the unknowns. She also provides an overview of four...

In this first episode of our 'Women in Alternative Assets' podcast series, IQ-EQ’s Rachel Aldridge is joined by Shefali Roy, an award-winning angel investor who invests globally in start-ups within the Fintech, Creator Economy, FemTech and Future of Work sectors. During the session, Shefali shares her views on the industry's gender imbalance across regions as well as key barriers that women face in allocating investment capital, and gives advice to women raising their first fund.

IQ-EQ is delighted to share this podcast, which is a recording of the third and hybrid edition of our flagship event, IQ-EQ Crossroads, on the topic “The rise and rise of private capital, which we hosted in London, on 16 November 2021. At this year’s event, we sought investors’ views on the private capital landscape, their areas of interest and sectors of focus, as well as what is most exciting and most challenging about investing in the private capital industry today. Nomura was our co...

IQ-EQ is delighted to share this podcast, which is a recording of our Fund Finance – The Latest Market Trends webinar that was broadcast on 1 December 2021. There has been substantial growth in the fund finance market over recent years, with more and more funds seeking subscription line and NAV financing, and we anticipate that 2022 will be a year of further growth and innovation. To further investigate what we see as trends for 2022, we were delighted to be able to broadcast an in-dept...

IQ-EQ is pleased to share the fifth podcast in our CFO e-Lab series, and is a recording of our webinar, which took place on 7 December 2021. During this session, we sought to discuss the impact of technology and CFO Support services on the role of the private funds CFO. In this episode, introduced and moderated by J.P. Harrop, Group Funds Advisor, IQ-EQ, we were joined by the following expert panelists: Sanjay G. Tolani, Head of Private Markets, Europe, FIS, LondonBoris Onefater, ...

IQ-EQ’s Hugh Stacey defines greenwashing and shares his insight into how to recognise it. He also outlines how regulators and investors are taking action and what asset managers can do to avoid the greenwashing trap. Hugh Stacey is the Executive Director of IQ-EQ Investor Solutions, which is a division dedicated to servicing the private markets portfolios of institutional and private investors with the latest technological platforms. Investor Solutions is powered by IQ-EQ Cosmos, our propriet...

Private debt is an asset class that has fared strongly against the backdrop of the current global crisis. On 15 April 2021, IQ-EQ hosted an exciting virtual debate on the topic of ‘Debt is dead. Long live debt!’ between experts Richard Vague and Gabriel de Alba, moderated by IQ-EQ’s Group Head of Funds, Justin Partington. Richard Vague is the Chairman of the Governor’s Woods Foundation and author of The Next Economic Disaster. He has previously been co-founder, chairman and CEO of Energy Plus...

IQ-EQ is thrilled to share a recording of the third webinar within our global series that aims to shed light on the reality and practical issues of economic substance in all key investment hubs. In this session, we focus on the Isle of Man. IQ-EQ’s Group Investment Structuring Leader, Pascal Rapallino, kicks off the event by providing a brief overview of the series. He is joined by two expert panellists: Robert Rotherham, Partner at KPMG, and Craig Brown, Managing Director of IQ-EQ Isle...

In this episode, IQ-EQ’s Head of Funds for Jersey, Malcolm Macleod, sits down with Grant Thornton’s Jessica Patel and Ogier’s Sophie Reguengo to discuss the merits of Jersey as a jurisdiction for real estate structuring. Jessica Patel is a partner in Grant Thornton’s Real Estate & Construction team, based in London. She has significant expertise structuring UK and international property transactions with extensive knowledge advising clients on tax across the property investment and develo...

In this episode, IQ-EQ’s Jimmy Leong chats to Teo Wee Hwee, Tax Partner and Head of Real Estate & Asset Management at KPMG in Singapore. Together they discuss the taxation of carried interest, a hot topic for GPs and key factor in determining the attractiveness of a location for alternative investment managers. Asian investment hubs understand the importance of this aspect; for instance, Singapore offers a special rate on fund managers’ performance fees and Hong Kong has recently is...

A conversation with Mark Fordyce about fully integrated back-office services on the Operational Leaders podcast with host Terrance O’Malley. The podcast features leaders and innovators who discuss the business of running an asset management business. Mark Fordyce had an idea to create a firm that provides a full suite of outsourced services to alternative investment managers. Then he executed on it. The result - in 2009 Mark co-founded Blue River Partners which has si...

IQ-EQ is pleased to share a recording of the fourth webinar in our CFO e-Lab series, which took place on 23 February. During this masterclass session, our hand-picked experts sought to explain the impact that the EU Taxonomy and Sustainable Finance Disclosure Regulation (SFDR) will have on asset managers. Leading the masterclass, we have: Catherine Martougin, Partner in the Funds & Asset Management team of Baker McKenzie Luxembourg, who has more than 20 years' experience in business law ...

IQ-EQ is pleased to share a recording of the second webinar in our new global series that aims to shed light on the reality and practical issues of economic substance in all key investment hubs. For this second session, which focused on Switzerland, we were joined by two expert panellists: Olivier Cavadini, Partner at Charles Russell Speechlys SA, and Janet Palmiero, Associate Director at IQ-EQ Switzerland. Serge Richard, Managing Director of IQ-EQ Switzerland, moderated the panel and Q...

IQ-EQ’s Head of Real Estate for Luxembourg, Tamas Mark, sits down with Aon’s Helen Chapman and Harriet Clarke to discuss insurance in the context of real estate investing. Aon is a leading global insurance broker and Helen Chapman, Executive Director, and Harriet Clarke, Director, are part of its M&A and Transaction Solutions division. Both qualified lawyers, Helen is an insurance product specialist, while Harriet specialises in insurance solutions to support buyers and sellers in M&A...

IQ-EQ’s Kevin O’Connell chats to Beth Houghton, Partner and Head of Impact, and Stephanie Wall, ESG Director, at UK investment firm Palatine Private Equity. Together, they discuss how the Covid-19 pandemic has accelerated the growth of ESG-focused funds and how the private equity industry can embrace this opportunity for change. In addition, Beth and Stephanie share the key criteria Palatine looks for when acquiring portfolio companies and discuss how they believe the private equity mar...

Here we are pleased to share a recording of our recent webinar in partnership KPMG Singapore, which examined Singapore as a leading jurisdiction for funds. Hosted by IQ-EQ Singapore’s Sukanya Lal, the December 2020 session took the form of a panel discussion followed by a live Q&A session. Joining Sukanya on the panel were: · Anulekha Samant, Tax Partner - Asset Management, KPMG Singapore · Kalpesh Desai, Partner - Deal Advisory, M...

IQ-EQ is pleased to share a recording of our first webinar within a new global series that aims to shed light on the reality and practical issues of economic substance in all key investment hubs. For the inaugural session, hosted by IQ-EQ’s Group Investment Structuring Leader, Pascal Rapallino, our spotlight was on the Netherlands. Pascal was joined by two expert speakers: Anton Akimov, senior tax adviser at Loyens & Loeff in the Netherlands, and Emma Causevic, corporate director at IQ-EQ...