The Private Capital Strategy Series Transistor (https://transistor.fm) https://feeds.transistor.fm/the-private-capital-strategy-series As veterans in the field of private equity, we recognize the challenges and opportunities in today’s complex fund management environment. We know what keeps you up at night, because we’ve been there, too. We launched 4Pines Fund Services to capitalize on our team’s unmatched experience to solve the most pressing challenges in modern fund administration. In this podcast, we discuss the latest news, trends, and events in private equity to help you get ahead. © 2023 4Pines Fund Services LLC c755411f-d142-573f-894c-02bd8580244d no en Wed, 23 Jul 2025 10:34:19 -0400 Tue, 02 Dec 2025 20:47:36 -0500 https://4pinesfs.com/resources/ https://img.transistor.fm/W1DobpncXNMOfNP9U4AsSED3ga5m8k5nPEG9PvAso5g/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzQwNjYxLzE2ODEy/NjQ1NDQtYXJ0d29y/ay5qcGc.jpg The Private Capital Strategy Series https://4pinesfs.com/resources/ episodic 4Pines Fund Services As veterans in the field of private equity, we recognize the challenges and opportunities in today’s complex fund management environment. We know what keeps you up at night, because we’ve been there, too. We launched 4Pines Fund Services to capitalize on our team’s unmatched experience to solve the most pressing challenges in modern fund administration. In this podcast, we discuss the latest news, trends, and events in private equity to help you get ahead. As veterans in the field of private equity, we recognize the challenges and opportunities in today’s complex fund management environment. Private Equity, Fund Administration Mike Trinkaus No No The Private Capital Strategy Series Episode 16: How To Fix The Full Accounting Workflow At Your Firm  16 16 The Private Capital Strategy Series Episode 16: How To Fix The Full Accounting Workflow At Your Firm  full 0200d2c0-c806-40af-bbad-a5046b0f1fe8 https://4pinesfs.com/the-private-capital-strategy-series-episode-16-how-to-fix-the-full-accounting-workflow-at-your-firm/ How do you make sure the day-to-day runs smoothly across your entire firm, and not just LP reporting? Offloading time-consuming back-office tasks to an experienced team of accountants and advisors helps. CFOs are concerned managing their firm’s accounting in-house increases overhead while providing limited return. So how do you outsource crucial but burdensome administrative tasks to experienced professionals? Matt Trinkaus walks us through the process and shows us when it works, and when it doesn’t.


]]> How do you make sure the day-to-day runs smoothly across your entire firm, and not just LP reporting? Offloading time-consuming back-office tasks to an experienced team of accountants and advisors helps. CFOs are concerned managing their firm’s accounting in-house increases overhead while providing limited return. So how do you outsource crucial but burdensome administrative tasks to experienced professionals? Matt Trinkaus walks us through the process and shows us when it works, and when it doesn’t.


]]> Thu, 22 Aug 2024 08:00:00 -0400 4Pines Fund Services 4Pines Fund Services 1774 How do you make sure the day-to-day runs smoothly across your entire firm, and not just LP reporting? Offloading time-consuming back-office tasks to an experienced team of accountants and advisors helps. CFOs are concerned managing their firm’s accounting in-house increases overhead while providing limited return. So how do you outsource crucial but burdensome administrative tasks to experienced professionals? Matt Trinkaus walks us through the process and shows us when it works, and when it doesn’t.


]]> Private Equity, Fund Administration No The Private Capital Strategy Series Episode 15 – Two CFOs: The Realist’s Outsourcing Playbook 15 15 The Private Capital Strategy Series Episode 15 – Two CFOs: The Realist’s Outsourcing Playbook full e77b83ad-9c0c-4943-a888-967593793d26 https://4pinesfs.com/the-private-capital-strategy-series-episode-15-two-cfos-the-realists-outsourcing-playbook/ Celeste Barone and Mike Trinkaus have built careers cutting through the complexities of fund operations, outsourcing and strategy. Celeste is the former CFO of Commonfund, and Mike the former CFO of Portfolio Advisors. They were recently joined at 4Pines Fund Services by Mark Toby, former CFO of Auspex Group and Maximus Capital. This webcast is a practical live analysis of going from self-administered to outsourced in light of today’s realities. If you’re looking at when to make, or revisit decisions on outsourcing, what the most important catches and caveats are, and to update your notes on best practices from your peers, you will want to watch the webcast below. If there are topics you want to make sure Celeste and Mike tackle, please feel free to reach out to us.


]]> Celeste Barone and Mike Trinkaus have built careers cutting through the complexities of fund operations, outsourcing and strategy. Celeste is the former CFO of Commonfund, and Mike the former CFO of Portfolio Advisors. They were recently joined at 4Pines Fund Services by Mark Toby, former CFO of Auspex Group and Maximus Capital. This webcast is a practical live analysis of going from self-administered to outsourced in light of today’s realities. If you’re looking at when to make, or revisit decisions on outsourcing, what the most important catches and caveats are, and to update your notes on best practices from your peers, you will want to watch the webcast below. If there are topics you want to make sure Celeste and Mike tackle, please feel free to reach out to us.


]]> Wed, 17 Jul 2024 08:00:00 -0400 4Pines Fund Services 4Pines Fund Services 1801 Celeste Barone and Mike Trinkaus have built careers cutting through the complexities of fund operations, outsourcing and strategy. Celeste is the former CFO of Commonfund, and Mike the former CFO of Portfolio Advisors. They were recently joined at 4Pines Fund Services by Mark Toby, former CFO of Auspex Group and Maximus Capital. This webcast is a practical live analysis of going from self-administered to outsourced in light of today’s realities. If you’re looking at when to make, or revisit decisions on outsourcing, what the most important catches and caveats are, and to update your notes on best practices from your peers, you will want to watch the webcast below. If there are topics you want to make sure Celeste and Mike tackle, please feel free to reach out to us.


]]> Private Equity, Fund Administration No The Private Capital Strategy Series Episode 14: How BV Investment Partners does operations 14 14 The Private Capital Strategy Series Episode 14: How BV Investment Partners does operations full 7e20b888-e1ec-4a32-840d-2cab39513790 https://4pines.transistor.fm/14 What do established private equity firms do differently to consistently achieve success?

Listen to Jonathan Holmes, Managing Director, CFO and CCO of BV Investment Partners and Michael Trinkaus, CEO of 4Pines Fund Services, as they discuss how Johnathan deploys his more than 15 years of finance and accounting experience to enable BV’s operations and strategy.

And yes, we also discuss co-sourcing. 

]]> What do established private equity firms do differently to consistently achieve success?

Listen to Jonathan Holmes, Managing Director, CFO and CCO of BV Investment Partners and Michael Trinkaus, CEO of 4Pines Fund Services, as they discuss how Johnathan deploys his more than 15 years of finance and accounting experience to enable BV’s operations and strategy.

And yes, we also discuss co-sourcing. 

]]> Wed, 13 Mar 2024 08:00:00 -0400 4Pines Fund Services 4Pines Fund Services 1864 What do established private equity firms do differently to consistently achieve success?

Listen to Jonathan Holmes, Managing Director, CFO and CCO of BV Investment Partners and Michael Trinkaus, CEO of 4Pines Fund Services, as they discuss how Johnathan deploys his more than 15 years of finance and accounting experience to enable BV’s operations and strategy.

And yes, we also discuss co-sourcing. 

]]> Private Equity, Fund Administration No The Private Capital Strategy Series Episode 13: Why co-sourcing is surging now 13 13 The Private Capital Strategy Series Episode 13: Why co-sourcing is surging now full f7fc7671-92f9-423f-8edc-b76e93cb3792 https://4pinesfs.com/news_events/the-private-capital-strategy-series-episode-13/ The term ‘co-sourcing’ is more than mere industry jargon. It signifies a pivotal strategy in private capital management. 

Listen in as industry veterans Mike Trinkaus, CEO of 4Pines, and James DiCostanzo, Global Head of Growth Equity Sales at Allvue Systems, shed light on co-sourcing’s growing prominence. They unpack its benefits, highlight potential stumbling blocks of delayed implementation, and show how to gain buy-in from the team. 

]]> The term ‘co-sourcing’ is more than mere industry jargon. It signifies a pivotal strategy in private capital management. 

Listen in as industry veterans Mike Trinkaus, CEO of 4Pines, and James DiCostanzo, Global Head of Growth Equity Sales at Allvue Systems, shed light on co-sourcing’s growing prominence. They unpack its benefits, highlight potential stumbling blocks of delayed implementation, and show how to gain buy-in from the team. 

]]> Wed, 19 Jul 2023 08:00:00 -0400 4Pines Fund Services 4Pines Fund Services 1963 The term ‘co-sourcing’ is more than mere industry jargon. It signifies a pivotal strategy in private capital management. 

Listen in as industry veterans Mike Trinkaus, CEO of 4Pines, and James DiCostanzo, Global Head of Growth Equity Sales at Allvue Systems, shed light on co-sourcing’s growing prominence. They unpack its benefits, highlight potential stumbling blocks of delayed implementation, and show how to gain buy-in from the team. 

]]> Private Equity, Fund Administration No The Private Capital Strategy Series Episode 12: Outsourcing and co-sourcing for the unknown 12 12 The Private Capital Strategy Series Episode 12: Outsourcing and co-sourcing for the unknown full d40a77c4-8faa-499a-8d62-c4d97f96ef06 https://4pinesfs.com/news_events/the-private-capital-strategy-series-episode-12/ What is Joshua Cherry-Seto’s playbook for outsourcing in today’s environment? We discuss this with him in our most recent webcast below and ask Mike Trinkaus how co-sourcing does and doesn’t fit in that framework. Listen in as these two advocates for the private capital CFO tell us about the current environment as new SEC rules advance, a shortage of accountants continues, and new technologies start taking hold.

]]> What is Joshua Cherry-Seto’s playbook for outsourcing in today’s environment? We discuss this with him in our most recent webcast below and ask Mike Trinkaus how co-sourcing does and doesn’t fit in that framework. Listen in as these two advocates for the private capital CFO tell us about the current environment as new SEC rules advance, a shortage of accountants continues, and new technologies start taking hold.

]]> Wed, 21 Jun 2023 08:00:00 -0400 4Pines Fund Services 4Pines Fund Services 1835 What is Joshua Cherry-Seto’s playbook for outsourcing in today’s environment? We discuss this with him in our most recent webcast below and ask Mike Trinkaus how co-sourcing does and doesn’t fit in that framework. Listen in as these two advocates for the private capital CFO tell us about the current environment as new SEC rules advance, a shortage of accountants continues, and new technologies start taking hold.

]]> Private Equity, Fund Administration No The Private Capital Strategy Series Episode 11: New ways to connect with institutional investors 11 11 The Private Capital Strategy Series Episode 11: New ways to connect with institutional investors full ccc8d15b-94c3-40a2-b4d1-d252979acd82 https://4pinesfs.com/news_events/the-private-capital-strategy-series-episode-11/ Is the traditional networking milieu of drinks and steak being supplanted by more active engagements like sports and hikes?

James Rulli of Old City Investment Partners brings to the table a refreshed playbook that delves into these cutting-edge approaches in GP-Institutional Investor connectivity. Paul Filanowski offers insight on this new connectivity culture, illuminating how it’s being redefined through both human interactions and digital mediums, and importantly, how these two elements are mutually influential. Watch the episode below to learn more.

]]> Is the traditional networking milieu of drinks and steak being supplanted by more active engagements like sports and hikes?

James Rulli of Old City Investment Partners brings to the table a refreshed playbook that delves into these cutting-edge approaches in GP-Institutional Investor connectivity. Paul Filanowski offers insight on this new connectivity culture, illuminating how it’s being redefined through both human interactions and digital mediums, and importantly, how these two elements are mutually influential. Watch the episode below to learn more.

]]> Thu, 01 Jun 2023 08:00:00 -0400 4Pines Fund Services 4Pines Fund Services 1717 Is the traditional networking milieu of drinks and steak being supplanted by more active engagements like sports and hikes?

James Rulli of Old City Investment Partners brings to the table a refreshed playbook that delves into these cutting-edge approaches in GP-Institutional Investor connectivity. Paul Filanowski offers insight on this new connectivity culture, illuminating how it’s being redefined through both human interactions and digital mediums, and importantly, how these two elements are mutually influential. Watch the episode below to learn more.

]]> Private Equity, Fund Administration No The Private Capital Strategy Series Episode 10: Co-Sourcing 10 10 The Private Capital Strategy Series Episode 10: Co-Sourcing full a81420a9-043b-4d9b-b3de-a4bf0b486301 https://4pines.transistor.fm/10 Counting on your fund administrator’s technology alone to insulate them from the industry-wide talent shortage may be only a temporary solution. More firms are crossing the “co-sourcing” chasm and separating their general ledger from their fund administrator to ensure less exposure to industry churn. In this episode of The Private Capital Strategy Series, Bob Chowaniec, COO at 4Pines, lays out the proven steps from real world experience for crossing that chasm before it gets too big.

]]> Counting on your fund administrator’s technology alone to insulate them from the industry-wide talent shortage may be only a temporary solution. More firms are crossing the “co-sourcing” chasm and separating their general ledger from their fund administrator to ensure less exposure to industry churn. In this episode of The Private Capital Strategy Series, Bob Chowaniec, COO at 4Pines, lays out the proven steps from real world experience for crossing that chasm before it gets too big.

]]> Wed, 12 Apr 2023 10:30:00 -0400 4Pines Fund Services 4Pines Fund Services 1811 Counting on your fund administrator’s technology alone to insulate them from the industry-wide talent shortage may be only a temporary solution. More firms are crossing the “co-sourcing” chasm and separating their general ledger from their fund administrator to ensure less exposure to industry churn. In this episode of The Private Capital Strategy Series, Bob Chowaniec, COO at 4Pines, lays out the proven steps from real world experience for crossing that chasm before it gets too big.

]]> Private Equity, Fund Administration, Co-Sourcing No The Private Capital Strategy Series Episode 9: Habits of a Champion Team 9 9 The Private Capital Strategy Series Episode 9: Habits of a Champion Team full 55072693-bdad-4e84-bdc7-fde22212fbba https://4pinesfs.com/news_events/the-private-capital-strategy-series-episode-9/ How do you build a championship team that wins the World Series, and in the world of finance?

Former Yankees Coach Dana Cavalea shares how he led the team’s strength, conditioning and performance program and helped win the World Championship in 2009, and was awarded the Nolan Ryan Award for the top strength & performance coach in Major League Baseball.


Mike Trinkaus at 4Pines Fund Services and Coach Cavalea discuss how those lessons apply to private capital finance and winning in financial services as challenges and opportunities in the industry mount.

]]> How do you build a championship team that wins the World Series, and in the world of finance?

Former Yankees Coach Dana Cavalea shares how he led the team’s strength, conditioning and performance program and helped win the World Championship in 2009, and was awarded the Nolan Ryan Award for the top strength & performance coach in Major League Baseball.


Mike Trinkaus at 4Pines Fund Services and Coach Cavalea discuss how those lessons apply to private capital finance and winning in financial services as challenges and opportunities in the industry mount.

]]> Wed, 13 Jul 2022 08:00:00 -0400 4Pines Fund Services 4Pines Fund Services 1781 How do you build a championship team that wins the World Series, and in the world of finance?

Former Yankees Coach Dana Cavalea shares how he led the team’s strength, conditioning and performance program and helped win the World Championship in 2009, and was awarded the Nolan Ryan Award for the top strength & performance coach in Major League Baseball.


Mike Trinkaus at 4Pines Fund Services and Coach Cavalea discuss how those lessons apply to private capital finance and winning in financial services as challenges and opportunities in the industry mount.

]]> Private Equity, Fund Administration No The Private Capital Strategy Series Episode 8: Emergent managers demand better and more efficient operations 8 8 The Private Capital Strategy Series Episode 8: Emergent managers demand better and more efficient operations full ec897453-ad23-45c4-8d3d-7d9b13943aa3 https://4pinesfs.com/news_events/the-private-capital-strategy-series-episode-8/ Listen in as Chris Valentine of Celeres Capital and Paul Filanowski discuss investing growth capital in overlooked markets with diverse founders, including the greatest opportunities and challenges, what the firm is doing to champion DEI and what that means for fund operations.

]]> Listen in as Chris Valentine of Celeres Capital and Paul Filanowski discuss investing growth capital in overlooked markets with diverse founders, including the greatest opportunities and challenges, what the firm is doing to champion DEI and what that means for fund operations.

]]> Tue, 07 Jun 2022 08:00:00 -0400 4Pines Fund Services 4Pines Fund Services 1416 Listen in as Chris Valentine of Celeres Capital and Paul Filanowski discuss investing growth capital in overlooked markets with diverse founders, including the greatest opportunities and challenges, what the firm is doing to champion DEI and what that means for fund operations.

]]> Private Equity, Fund Administration No The Private Capital Strategy Series Episode 7: Where fundraising and fund services match up 7 7 The Private Capital Strategy Series Episode 7: Where fundraising and fund services match up full 3e81b57f-6e68-4e5a-912d-06ca0ef31a2b https://4pinesfs.com/news_events/the-private-capital-strategy-series-episode-7/ Nancy Vailakis of Ancram IRBD LLC joins Paul Filanowski to map out where fundraising and fund services match up and how to make that work best.

]]> Nancy Vailakis of Ancram IRBD LLC joins Paul Filanowski to map out where fundraising and fund services match up and how to make that work best.

]]> Thu, 05 May 2022 08:00:00 -0400 4Pines Fund Services 4Pines Fund Services 1708 Nancy Vailakis of Ancram IRBD LLC joins Paul Filanowski to map out where fundraising and fund services match up and how to make that work best.

]]> Private Equity, Fund Administration No The Private Capital Strategy Series Episode 6: Private equity and telling your story 6 6 The Private Capital Strategy Series Episode 6: Private equity and telling your story full 99268f7f-e1e2-4619-a6ba-5fb8ed7715af https://4pinesfs.com/news_events/the-private-capital-strategy-series-episode-6/ Elana Margulies Snyderman from EisnerAmper speaks to Paul Filanowski about private capital, and telling your story. If you haven’t listened to Elana’s interviews, look them up on the EisnerAmper site or wherever you get your podcasts.

]]> Elana Margulies Snyderman from EisnerAmper speaks to Paul Filanowski about private capital, and telling your story. If you haven’t listened to Elana’s interviews, look them up on the EisnerAmper site or wherever you get your podcasts.

]]> Thu, 17 Feb 2022 08:00:00 -0500 4Pines Fund Services 4Pines Fund Services 1125 Elana Margulies Snyderman from EisnerAmper speaks to Paul Filanowski about private capital, and telling your story. If you haven’t listened to Elana’s interviews, look them up on the EisnerAmper site or wherever you get your podcasts.

]]> Private Equity, Fund Administration No