FVC2318. Current Trends in Portfolio Valuation

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