Chat with Tanner McDaniel, Director at Cornerstone Fund Services

The Investor With Joel Palathinkal · Jul 3, 2021 · 1h 7m

Joel Palathinkal and Tanner McDaniel discuss Tanner's career and the mission behind Cornerstone Fund Services, highlighting its role in fund administration and support. They explore key performance metrics, LP preferences, and trends in fund administration, including international investment considerations. Tanner shares insights on customer service and custom solutions, comparing Cornerstone to competitors in terms of fee structures. The conversation covers emerging manager pathways, fund versus SPV management, handling K-1s, tax events, and special considerations for SPACs. They also delve…