What are the latest innovative carry and drawback models?
On 16th January 2019, Tim Eberle, Citco Vice President for Fund Services USA Inc, moderated a panel at the CFO & COOs Forum 2019 in New York. The panel discussed innovative carry and clawback models.
Joining Tim on the panel: Omar Hassan (CFO, Cloverlay Partners), Tom Pittman (Managing Director, EWM) and Irene Willard (Vice President of Finance, The Raine Group LLC).
The panel discussed the following topics:
∙ Evaluating the evolution of carried interest, how it’s structured and the different types of models
∙ Creating inventive ways to advance carried interest structures
∙ Creating effective ways to communicate carry to recipients
∙ Moving the conversation toward interim clawbacks
∙ The economic outcome of tax reform on carry and fund success