ZD Director Speaks at Capital Roundtable
Zook Dinon PA Director Susan Haggerty was a moderator at the Best Practices for Launching & Managing SBIC Funds: Outlook is Brightening for Building Successful SBIC Funds conference on March 21, 2019 in New York City. The conference was hosted by Capital Roundtable, America’s leading conference company for the middle-market private equity community, focusing on the “need-to-know” information needs of general and limited partners, and their colleagues and portfolio company managers.
Susan’s expertise in the area of SBIC fund administration was evident as she shared her insights regarding SBA compliance as the moderator for a panel titled “Avoiding SBIC Fund Stumbling Blocks – Valuation Rules, Regulations, & SBA Guidelines.” Her experience in this area engaged the audience as she discussed the importance of adhering to the guidelines and ways to improve the process of doing so. She highlighted resources that funds can utilize in order to ensure proper conformity with the SBA.
For more information regarding fund administration, click here.