John Fitzpatrick (Managing Director, Blackstone Innovations) and Jonathan Balkin (Co-Founder & Executive Director, Lionpoint Group presented a session on “What is weighing down your ability to innovate” at the 2018 Anaplan Hub conference. The session covered a large, but overlooked issue at most mature alternative investment firms – “‘Technical Debt” – and the steps to … Read More
Jonathan Balkin, Executive Director of Lionpoint Group, co-hosted a webinar panel to discuss the technology opportunities for foundations. Participating in the panel were: Nicole Bencik, Partner, National Not-For-Profit Tax Services Leader, Crowe Horwath LLP Nicholas J. Schiavo, Director of Investment Accounting, The Leona M. and Harry B. Helmsley Charitable Trust Hugh Stacey, Executive Director of … Read More
Lionpoint Group’s Enterprise Performance Management (“EPM”) practice has launched three new Anaplan Apps on the Anaplan App Hub. The Private Equity and Real Estate Apps provide accelerator models for our clients, enabling them to leverage a pre-built model and customise the requirements to their own processes, workflows, reporting requirements and data integration needs. Anaplan’s App … Read More
As the market leading provider of strategy, technology and operations consulting services to the alternative investment industry, Lionpoint Group continues to build on its wealth of Enterprise Performance Management (“EPM”) expertise to meet strong industry demand. Building on client requirements, Lionpoint Group welcomes two new Senior Consultants to its European EPM team to support the … Read More
Henri Wajsblat, Anaplan’s Head of Financial Services Solutions, interviewed Anaplan partner and Lionpoint Group Managing Director Jonathan Balkin about how new technology solutions can help the private equity sector improve fund of funds (FoF) portfolio analytics. Lionpoint Group recently released a Fund of Funds Portfolio Analytics on the Anaplan App Hub. Can you share some of … Read More
Henri Wajsblat, Anaplan’s Head of Financial Services Solutions, interviewed Lionpoint Group Executive Director Nick Moore about how new technology solutions can help the private equity sector improve performance management. Over the last few years, we’ve seen regulation changes, risk, and market volatility impacting the financial services industry’s business model. Have private equity funds and investors … Read More
Lionpoint Group has been selected to manage two iLEVEL implementation projects for private equity fund managers. One is a global GP focused on the secondaries market while the other is a leading US-based investment firm focused on private equity and special situation transactions.
Lionpoint Group has successfully delivered an upgrade to version 9.2 along with the rollout of complex Fundraising and CRM for a global manager of real estate and private equity funds. Front office users were actively using the solution in the first week and are looking forward to the addition of Mobility in the coming months.
Lionpoint Group and iLEVEL Solutions have completed the implementation of the iLEVEL application for a USD $25B fund manager of real estate equity and debt. This project included automating the collection, validation, normalization and reporting on data for a portfolio of 6 active funds and 63 unrealized investments as well as separate accounts and a … Read More