Upcoming Events

Revolutionize the production of your quarterly reports!

Learn how the newly redesigned Merge Tool will let you:

1) Memorize EquityWorks reports into a "bundle"
2) Mix-in other document types (like cover letters in MS Word or portfolio company profiles in MS Excel)
3) Set parameters (like end date, valuation type)
4) Generate bundled PDFs of your Quarterly Reports (that have a Table of Contents with bookmarks to each page)
5) Send your quarterlies out via email, or 
6) Post PDFs to your LPs' Web-based Reporting folders

You will never have to hand-collate Quarterly Reports again!

Today's waterfalls are getting increasingly complex.  Learn how to ditch that unwieldy carry spreadsheet by modeling your waterfall in Relevant EquityWorks.  In this training session, we will review the following:

• Handling different types of waterfalls (e.g., "whole fund", take down and deal by deal)
• Gaining clarity into the payoffs you need to make before carry becomes available
• Understanding the true holding cost of your portfolio company investments (hint, it's not 8%)

Join us at the Family Office Metrics OPSTECH 2010 - Investment Operations & Technology Strategy for the 21st Century Family Office.

Relevant's CEO, Ray Haarstick, will co-present the Partnership Accounting Essentials pre-conference workshop.

Welcome to OPSTECH 2010

The only program that deals exclusively with Investment Operations and technology Strategy for the Family Office, featuring live demos from the market leading technology solutions.

• The Future of the Single Family Office - Connecting Best in Breed Systems
• Managing Transition in the Family Office: The Impact of Family Dynamics and Governance on Operations, Technology and Service Offering
• IT Security Update: Privacy Perils and Security Issues of Mobile Computing and Social Networking

Newly Revised Case Study Format to show you how different solutions integrate with your day-to-day operations

Venue
W Union Square
New York, NY

Register
To register for the conference only, click here.
To register for the conference and workshop, click here.

Now with more in-depth discussion of how Family Office executives are managing their operations

Excellent Networking Opportunities

New Sessions: