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Ensuring your business covers it all and avoids "inadvertent" risk.


Security: The Three Pillars That Drive Investor Confidence
Emerging managers obsess over performance. They refine strategy decks, rehearse pitch meetings, and negotiate service provider agreements. Yet one of the most powerful signals to investors and allocators is rarely highlighted in a pitch meeting: What are you doing about operational security? In 2026, security isn’t just a back-office technical issue. It’s a visible indicator of discipline. Investors and allocators aren’t simply asking whether you carry cybersecurity i


AI Hype vs. Regulatory Reality: What New Managers Must Get Right in 2026
AI remains a hot topic for 2026. Below, we discuss different ways it can be used by new and seasoned managers. To start the New Year right, I interviewed funds attorney, Dave Rothschild, on AI, disclosure risk, and why cutting legal corners can end a business before it begins.


Everything communicates
Depending on the circumstances, your written work, physical presence, or even a phone call will be your first introduction to a...


Is Your Business I-9 Compliant?
Home Depot. Hotels. Farms. Construction sites. What do these places have in common? All have been sites of U.S. Immigration and Customs...


Which Comes First, the Chicken or the Egg?
When working with emerging managers, at some point during the engagement I’m inevitably told “I really can’t afford an...


And the Winner Is...
Landing an allocation of capital has become akin to winning a beauty contest, according to Frank Pusateri, co-founder of CTA-Expo. The...
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