Funds Newsletter Q4 2024

As we turn the page and welcome a new year, we reflect on the milestones that have defined 2024 and look forward to an exciting future. In this newsletter, our Group CEO, David Hudson, shares his thoughts on Suntera Global’s achievements and outlines the path ahead as we prepare to celebrate our 45^th anniversary.

From recent promotions to highlights from past events and snippets of recent thought leadership pieces, this newsletter captures our commitment to providing clients with expert-led fund administration services.

We look forward to continuing your partnership in 2025 and exploring new opportunities for continued success.

Best regards,

Suntera Fund Services

Looking Ahead to 2025

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45 years of responsible growth

by Suntera Global CEO, David Hudson

As we embark on a new year, our Group CEO, David Hudson, has written a blog reflecting on our incredible achievements of the past year, highlighting

Suntera Global's milestones, and charting the path ahead as we prepare to celebrate 45 years.

Click here to view his blog.

Guest Commentary

With a new year comes renewed regulatory focus, and the Securities and Exchange Commission’s (SEC) Division of Examinations has released its 2025 Examination Priorities—shedding light on key areas of scrutiny for registered investment advisers (RIAs) and private fund managers. While the focus on fiduciary responsibilities, fee transparency, and cybersecurity remains, the political shift following the election of President Donald Trump is expected to bring notable changes in regulatory priorities.

In Tannenbaum Helpern Syracuse & Hirschtritt LLP's article, they provide an overview of the SEC’s examination priorities and explore how the new administration and leadership changes—particularly with SEC Chair nominee Paul Atkins—may reshape the regulatory landscape for private funds, crypto assets, and ESG initiatives.

Read the article here.

People Update

We’d like to share recent team promotions. Nhemias (Nehe) Lorico and Hemali Bhandari, both of whom joined our team earlier this year, have been promoted to Director. In their short time working at Suntera Fund Services, they have shown leadership and dedication to providing excellent service to our private equity clients. Please join us in congratulating Nhemias and Hemali on their recent promotions.

Out and About

Our team connected with industry partners, clients and fund managers at several conferences and events this past quarter.

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Private Funds Networking Event

This October, we gathered clients and industry friends for an evening of networking and conversation. It was a great event where attendees shared ideas, introduced colleagues, and made new connections. Stay tuned for our next event this spring.

Holiday Event

Holiday Gathering

Thought Leadership

Incase you missed it, we shared insightful content this past quarter.

Introduction to Rated Note Feeder Funds

Michael Von Bevern discusses the mechanics and benefits of rated note feeder funds in a recent article.

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Real Estate From a New Perspective Series: Navigating the Shifting Terrain of US Real Estate Investing in 2025

The US real estate market is poised for significant change in 2025, shaped by regulatory rollbacks, potential tax cuts, immigration reform measures, and inflation concerns. In this article, Michael Von Bevern discusses how such shifts will create both opportunities and challenges in the years to come. Gain further insight here.

Private Credit Faces Threats to Escape Velocity

published in Private Funds CFO

High interest rates gave the $1.7 trillion private credit industry its lift-off. Lower interest rates and regulatory pressures may keep it from attaining escape velocity, writes Bill Myers. Co-managing director of the Americas, Michael Von Bevern, spoke with Bill about how interest rates will affect private credit. Read the article here.

Access our full content library here.

Other Newsworthy Updates

Awards

Suntera Fund Services was thrilled to have been Highly Commended in the Fund Administrator of the Year category at the Alternative Credit Investor awards. This recognition is a testament to the dedication and expertise of our team.

Shortlisted for Fund Administrator of the Year Award - Socium Fund Services 3Q24 Newsletter

Get to Know Suntera Fund Services

We recently created a video series sharing information about who we are, our values, technology, and expertise. Take a peek at our YouTube channel and subscribe to learn more about Suntera Fund Services.

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