Key takeaways
Host: Paul Kraft, partner, Deloitte & Touche LLP
1 Overview CPE credit | Accounting
The valuation of investments is a focal point for fund managers, fund directors, and regulators. What procedures should be used for proper oversight of the valuation process? We’ll discuss:
- Governance practices versus SEC proposed fair valuation guidance: risk assessment trends, rationalization of board reporting, and dashboard reporting to mutual fund directors.
- The COVID-19 environment, market volatility, and how working virtually impacts valuation policies and procedures.
- Valuation of private equities and other illiquid investments.
- The growing impact of technology and innovative tools.
- Emerging trends, maturing processes, and leading practices.
Meet the speaker
Paul Kraft
Investment Management Marketplace Excellence Leader
Paul leads Deloitte’s US Investment Management Marketplace Excellence team. In this role he oversees the national eminence strategies across the firm’s businesses to asset managers, private equity firms, and hedge and credit firms. Paul has more than 30 years of experience in serving some of our largest investment managers, insurance and banking clients on accounting, auditing, financial reporting, operational, international, and regulatory compliance matters.
Dbriefs resources
