FRA’s National Private Investment Fund Due Diligence Summit to Feature Two Decosimo Principals

  • Monday, September 15, 2014

Decosimo, a Top 100 accounting and business advisory firm, will serve as the lead sponsor for the Private Investment Funds Due Diligence Summit to be held at the Princeton Club in New York City on Sept. 22-23. Hosted by Financial Research Associates, the conference will be chaired by Decosimo’s Domestic and International Principal Karl Jordan, CPA, CGMA.

Decosimo Assurance Principal Marshall Harvey, CPA, CFE, will serve as one of the presenters at the conference which will bring together industry leaders in private equity and hedge funds to address the current and future trends in due diligence. The summit will explore a series of major topics including direct investing, management fees, post-investment due diligence and documentation. 

Mr. Harvey will co-present the session entitled “New Strategies and Practices for Valuation.” He will be joined in the presentation by Christopher Kundro, Senior Vice President and Co-Head of Wells Fargo Global Fund Services. The session led by Mr. Harvey and Mr. Kundro will discuss the continuing evolution of best practices for valuation and underlying value. Along with highlighting the issues that can occur when valuations are disputed and strategies for handling questionable valuations, the presentation will discuss the use of third-party valuation experts and organizations. 

Mr. Harvey is a principal in Decosimo’s assurance practice with more than three decades of experience in public accounting and consulting. Mr. Harvey serves as one of the firm’s lead experts in its financial services practice which includes service to private investment partnerships/hedge funds, venture capital entities, financial institutions and securities dealers. He has been one of Decosimo’s primary resources for SEC reporting and initial public offerings for over 25 years. 

Mr. Jordan is Decosimo’s investment entities practice leader and he also serves as the Director in Charge of the firm’s Cayman office, Moore Stephens Decosimo Cayman Limited. He has extensive experience in providing services to hedge funds, private investment partnerships, alternative investment partnerships, broker/dealers, real estate companies, captive insurance, investment companies, family offices and high-net-worth individuals.  

Through its highly-focused conferences and seminars, FRA provides access to timely, cutting-edge information for the nation’s top executives. Decosimo consistently sponsors FRA’s educational conferences and has led presentations at recent conferences on such topics as valuation for hard-to-value portfolios, hedge fund tax and compliance issues and due diligence for institutional investors.

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