Here you will find our news, events, and topics of interest for the professional asset manager.

Are you looking for solutions to help you face the challenges of today’s fund asset managers? Read Conifer’s Blog. It is full of insight and thought leadership on timely and relevant issues facing Hedge Funds, Private Equity & Venture Capital Funds, Pensions, Foundations, Endowments and other asset allocators.


Conifer Blogs

The SEC’s revisions to the money market fund (“MMF”) rules under Rule 2a-7 of the Investment Company Act of 1940 (“Rule 2a-7”) became effective October 14, 2016. These revisions include mandating the use of a floating net asset value for certain MMFs and allowing certain MMFs to impose liquidity fees and redemption gates. The main […]

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As the year comes to an end, it is important to keep in mind some upcoming changes for the 2016 tax year. One major change is the due date for several common federal tax returns. The following table summarizes the revised IRS filing deadlines for the most common federal tax returns. Federal Return Due Dates […]

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In this world nothing can be said to be certain, except death and taxes.─ Benjamin Franklin  Taxes, particularly in the world of alternatives, are complicated and constantly morphing entities that concern both fund managers and investors equally. To be on the wrong side of an investment tax implication is a worry that can erode the […]

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