This document provides an overview of Crystal & Company, a leading strategic risk and insurance advisor for private equity and venture capital firms. It describes Crystal & Company's approach of building long-term relationships within the financial sector to provide tailored insurance solutions that address clients' unique exposures. The document then outlines various types of liability insurance solutions Crystal & Company offers private equity and venture capital firms, including errors & omissions liability, directors & officers liability, general partners liability, and others.
How tax insurance is helping companies adapt to BEPSGraeme Cross
The Organisation for Economic Co-operation and Development’s anti- base erosion and profit shifting (BEPS) initiative is changing the international tax environment. Cross-border structures which are currently regarded as tax efficient may become less so as the BEPS recommendations are implemented. In response to these changes, many groups are considering whether they need to restructure to adapt. However, the steps associated with restructuring are often complex and multi-jurisdictional, with the potential to carry significant tax risks.
Cayman Islands Director Services - Fund GovernanceBell Rock Group
Bell Rock is a leading provider of Cayman Islands Director Services and corporate services. We provide professional director services to investment entities in Cayman, such as hedge funds, private equity funds, investment management companies and other investment entities.
The recession has hit many financial services sectors hard, but insurers and financial planners are still recruiting for well-paid and challenging positions. Find out about the opportunities, listen to the practitioners and find out more about the skills required to work in these diverse areas.
How tax insurance is helping companies adapt to BEPSGraeme Cross
The Organisation for Economic Co-operation and Development’s anti- base erosion and profit shifting (BEPS) initiative is changing the international tax environment. Cross-border structures which are currently regarded as tax efficient may become less so as the BEPS recommendations are implemented. In response to these changes, many groups are considering whether they need to restructure to adapt. However, the steps associated with restructuring are often complex and multi-jurisdictional, with the potential to carry significant tax risks.
Cayman Islands Director Services - Fund GovernanceBell Rock Group
Bell Rock is a leading provider of Cayman Islands Director Services and corporate services. We provide professional director services to investment entities in Cayman, such as hedge funds, private equity funds, investment management companies and other investment entities.
The recession has hit many financial services sectors hard, but insurers and financial planners are still recruiting for well-paid and challenging positions. Find out about the opportunities, listen to the practitioners and find out more about the skills required to work in these diverse areas.
Stewarts - The Litigation Specialists - Overview brochure - August 2019Stewarts
Stewarts is the UK's largest litigation-only law firm with more than 375 staff, including over 65 partners with offices in London and Leeds.
Departments: Aviation (accident claims); Clinical Negligence; Commercial Litigation; Competition Litigation; Divorce and Family law; Employment; Financial Crime; Fraud; International Arbitration; International Injury; Media Disputes; Personal Injury; Securities Litigation; Tax Litigation and Investigations; Trust and Probate Litigation.
Independent Fund Director Services - Hedge Fund GovernanceBell Rock Group
Bell Rock Group is a leading provider of fund governance services such as independent directors to hedge funds, private equity funds and other Cayman Islands investment funds.
Looking to strengthen your fund's governance framework with the appointment of independent directors to the board? Bell Rock Group is a leading provider of Cayman fund governance services acting on the boards of hedge funds, private equity funds, umbrella fund structures and other investment entities. We act on the board of stand-alone Cayman funds, master-feeder funds and segregated portfolio companies, no matter the investment strategy. We work with both emerging managers throughout the process of launching a Cayman fund and also accept appointments for well established asset managers managing Cayman funds.
Stewarts - The Litigation Specialists - Overview brochure - August 2019Stewarts
Stewarts is the UK's largest litigation-only law firm with more than 375 staff, including over 65 partners with offices in London and Leeds.
Departments: Aviation (accident claims); Clinical Negligence; Commercial Litigation; Competition Litigation; Divorce and Family law; Employment; Financial Crime; Fraud; International Arbitration; International Injury; Media Disputes; Personal Injury; Securities Litigation; Tax Litigation and Investigations; Trust and Probate Litigation.
Independent Fund Director Services - Hedge Fund GovernanceBell Rock Group
Bell Rock Group is a leading provider of fund governance services such as independent directors to hedge funds, private equity funds and other Cayman Islands investment funds.
Looking to strengthen your fund's governance framework with the appointment of independent directors to the board? Bell Rock Group is a leading provider of Cayman fund governance services acting on the boards of hedge funds, private equity funds, umbrella fund structures and other investment entities. We act on the board of stand-alone Cayman funds, master-feeder funds and segregated portfolio companies, no matter the investment strategy. We work with both emerging managers throughout the process of launching a Cayman fund and also accept appointments for well established asset managers managing Cayman funds.
Directors and officers liability Insurance Policy Newton Bezeng
Liability insurance arises as a result of moral hazard. MORAL HAZARD is the risk arising from the character or circumstances of the policyholder or his employees. Also, it is important to know the following: the history of liability insurance, who is a D&O in an Institution and the various types, what the D&O policy covers and what it excludes, and finally the importance of this insurance cover to us and our businesses.
Document Security Systems (DSS) is a multinational company operating businesses focused
on brand protection technology, blockchain security, direct marketing, healthcare, real estate,
and securitized digital assets. Its business model is based on a distribution sharing system in
which shareholders will receive shares in its subsidiaries as DSS strategically spins them out
into IPOs. Its historic business revolves around counterfeit deterrent and authentication
technologies, smart packaging, and consumer product engagement. DSS is led by its seasoned
leaders with decades of industry experience.
Document Security Systems (DSS) is a multinational company operating businesses focused
on brand protection technology, blockchain security, direct marketing, healthcare, real estate,
and securitized digital assets. Its business model is based on a distribution sharing system in
which shareholders will receive shares in its subsidiaries as DSS strategically spins them out
into IPOs. Its historic business revolves around counterfeit deterrent and authentication
technologies, smart packaging, and consumer product engagement. DSS is led by its seasoned
leaders with decades of industry experience.
We bring our experience and independent vision to Management in an environment of permanent change and emerging risks
We transform risk management into opportunities for value creation
Crystal & Company - PE VC Sector Overview FINAL 9.18.14
1. O V E R V I E W
P R I V A T E E Q U I T Y &
V E N T U R E C A P I T A L
N E W Y O R K | D A L L A S | H O U S T O N | L O S A N G E L E S | M I A M I | P A L M B E A C H | P H I L A D E L P H I A
P O R T L A N D | S A N F R A N C I S C O | W A S H I N G T O N D C
O U R A P P R O A C H
For over 80 years, Crystal & Company has been a leading strategic risk and insurance advisor to
financial institutions, building strong, trusted relationships within the financial and insurance
communities. Private equity and venture capital firms comprise a large portion of our client base and
we have a deep understanding of their business operations. Our professionals provide creative and
strategic solutions that directly address the financial sector’s unique and evolving needs of private
equity and venture capital firms.
T H E C R Y S T A L D I F F E R E N C E
Technical expertise, market relationships, and business acumen are the keys to designing and
negotiating effective coverage. Understanding how to apply these elements in the service of our
clients’ broader risk management and business objectives is what distinguishes the professionals at
Crystal & Company.
: Our Financial Institutions Group is steadfast in keeping up with the service trends and ever-
changing rules set forth by regulators. We provide advice and offer insurance solutions for these
exposures as well as handle client requests on a daily basis.
: We leverage our relationships in the marketplace to help private equity and venture capital firms
accomplish their risk management objectives and business goals.
: Our team is distinguished by our experience and understanding of the private equity industry.
We develop long-lasting relationships with our clients, who recognize us for our knowledgeable
advice and fierce advocacy on their behalf.
: We develop tailored products and solutions to address the unique exposure faced by every private
equity and venture capital firm.
S O L U T I O N S
: Errors Omissions Liability
Errors Omissions protects the investment manager and/or investment advisor to the fund,
as well as its past, present, and future directors, officers, partners, members, and employees.
This type of policy covers any actual or alleged error, misstatement, misleading statement, act,
omission, neglect, or breach of duty by an involved party. Typical claims under this coverage
section include allegations of mismanagement of fund assets and negligence in managing the fund.
(continued)
H E A D Q U A R T E R S
32 Old Slip
New York, NY 10005
8 0 0 . 2 2 1 . 5 8 3 0
W W W . C R Y S T A L C O . C O M