Error loading player: No playable sources found
FVC2318
Current Trends in Portfolio Valuation
Date
November 6, 2023
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: 2023 AICPA & CIMA Forensic & Valuation Services Conference
The alternative asset management industry has experienced significant growth over the past decade with current assets under management estimated to be more than $14 trillion. Valuation of such portfolio company investments present unique challenges in an ever-changing marketplace. In this webinar, we’ll examine the current industry trends and best practices regarding the valuation of investments in both equity and debt instruments of privately held enterprises for complying with ASC 946, Financial Services – Investment Companies, and applying ASC 820, Fair Value Measurement.
Learning Objectives
- Identify current market environment challenges in valuing portfolio company investments
- Compare public and private investment valuations
- Apply appropriate valuation methodologies for the valuation of equity and debt instruments of privately held enterprises
- Identify industry best practices for the valuation of portfolio company investments
Speakers
Sumeet Bhatnagar, ABV
Managing Director, KPMG
Antonella Puca, CPA/ABV, CFA
Partner, BlueVal
General
Session Categories
Related Products
Value drivers, rules of thumb, and why there are different considerations for certain industries (healthcare, banking, dealerships, construction)
Certain industries require nuanced approaches and considerations…
Primer on Valuing Non-Controlling interest (Minority Interest)
Minority interest, also referred to as non-controlling interests, is the share of equity ownership in a entity is less than 50%. Many valuation engagements in involve the valuation of fractional interest in litigation and non-litigation matters…
Valuing Complex Structures
Valuation of equity securities in complex capital structures, including Up-C transactions, project financing entities with future capital commitment, secondary transactions, limited liability companies (multiple of invested capital (MOIC) and/or internal rate of return (IRR) profits interests), deb…
2023 Overview of the Marijuana Industry: The Coming Wave of Consolidation and Beyond
The session will explore current trends and engagement opportunities in the cannabis industry…
