Episode 83: Outsourced CFOs with Eugene Tetlow, V17

Eugene Tetlow visits the Tokens of Wisdom Studio to explain how outsourced CFO shops help new and established fund managers. Eugene is the CEO of V17 Advisors, but he is more widely known for his critically acclaimed role as the first guest host in Tokens of Wisdom history.

Key Points From This Episode:

How does an outsource CFO engagement work? How does it differ from what a fund admin does?
What is The Real Value of Outsourced CFO Services?
Is "CFO" the wrong title? Should it be "COO" instead?
When should a manager consider engaging an outsourced CFO?
Will most managers eventually "in-house" this position when they reach a certain size?
Is there a common 'hidden cost' that surprises first-time fund managers in their first year?

Disclaimer:

This show is for informational purposes only. Nothing presented here constitutes legal, investment or tax advice. The guests that join us share their considerable fund-related wisdom, but everything they share here is their personal opinion and for educational purposes only. On this show, they are speaking for themselves, and not for their employer or any affiliated entity.

Tokens of Wisdom is produced by Dave Rothschild, partner at Cole-Frieman & Mallon LLP headquartered in San Francisco, California. For more information, visit https://colefrieman.com/

Links Mentioned in Today’s Episode:

Dave Rothschild - https://www.linkedin.com/in/davidcrothschild/

Eugene Tetlow - https://www.linkedin.com/in/eugene-tetlow-4b390913/

Cole-Frieman & Mallon LLP - https://colefrieman.com/

V17 - https://www.v17advisors.com/

Music by Joe Ginsberg - https://www.instagram.com/thejoeginsberg

For any questions or comments, email: tow@colefrieman.com