Mar 13, 2024
In-Kind Contributions – Virtual Currencies
Whether you are a new fund manager or you have been managing a fund for a number of years, one very common question asked by current and potential...
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Mar 05, 2024
The Internal Audit Insight: Mortgage Lending’s Three Lines of Defense
In the mortgage industry ensuring proactive risk management and steadfast compliance is essential to your business's foundation. In the video below Mignonne...
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Feb 23, 2024
Understanding the SEC Amendments: Form PF Reporting Changes
The landscape for private fund reporting has taken a significant turn with the Securities and Exchange Commission's (SEC) recent amendments to Form PF. This...
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Feb 15, 2024
Unique Valuation Considerations for Crypto Asset Managers
We are honored to partner with experts in the industry and proud to showcase this white paper from Houlihan Capital.
Monica Blocker, Director,...
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Feb 07, 2024
Securing the Future: Tackling Cybersecurity Risks in the Mortgage Industry
Cyber-attacks on the mortgage industry have surpassed being high-profile news bits; they are distress signals indicating imminent threats to the sector's...
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Feb 01, 2024
Tax Implications of MSR Decisions and 2024 Tax Planning
In this webinar, our Mortgage Banking consulting leader, Seth Sprague, CMB, and tax experts, Jared Frost and Kenny Burch dive into the decision...
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