14 Oct.

Investment valuation and governance: Industry trends and benchmarking

Investment Management

Wednesday, 01:00 p.m.  ET | 1 hr
Credits offered: CPE Event language: English

Participants will hear results of Deloitte's 18th Annual Fair Valuation Pricing Survey and learn how their valuation processes compare with other firms’.

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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

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

Wednesday, 14 Oct 2020 01:00 p.m. ET
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