Gary Berger on Audit, Tax and Advisory Services in the Private Fund Industry

Gary Berger has spent over 30 years providing audit services and business advice to the private fund industry.  Along the way, he became a trusted advisor to existing managers and a “first call” for start-up managers seeking a range of advice from organization structures to economic and tax issues.

In this episode, Gary discusses how he got started in the accounting profession, his early days auditing hedge funds and some of the key changes to both the private fund industry and the auditing business.  He also talks about his recent decision to join CohnReznick, and what it’s like to change firms.  In addition, Gary provides some common-sense advice for aspiring new managers and wraps up with a few thoughts about the future of the private fund industry.

To learn more about Gary’s practice, CohnReznick, and the firm’s resources for the private fund managers, please visit the CohnReznick website. 

Thanks also to our podcast sponsor, DiligenceVault, creators of the first two-sided digital ecosystem for asset managers and allocators.