Portfolio Valuation with David Larsen

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introduction

As Investors tend to be global and well diversified, and regulatory actions tend to spill over from the U.S. and Europe into Asia, increasingly more asset managers in Southeast Asia and India are using independent methods to report Fair Values for their portfolio investments.
The increased focus on independence and governance along with regulatory changes are forcing a wide range of alternative asset investors and managers, including private equity firms, venture capital funds, hedge funds, credit and real estate funds, Alternative Investment Funds (AIFs), limited partners, family offices, corporations, and pension and endowment funds to seek Valuation of their instruments.

With help of real corporate case studies experts will emphasize on Global and Local regulations and its effect on Valuation of companies. We will also have live discussion with Private Equity fund managers to discuss Portfolio Companies valuation as per global norms.

Who should attend:

  • Equity research professionals
  • Corporate Financial Officers
  • GM/VP/AVP/Manager M & A
  • CFOs and Senior Finance Executives
  • Executives of M&A Team
  • Directors of Strategic Planning
  • Portfolio Managers -Corporate Restructuring

why you should ATTEND:

  • Understanding importance of fair valuation
  • Learn Global and Local regulations effecting valuation process
  • Understand PE/VC guidelines adopted globally
  • Issues concerning valuation of companies

AGENDA

Session details

Evolution of portfolio valuation and rationale for fair valuation

Global and local regulatory actions surrounding valuations

Valuation guidelines and standards – Valuation approaches and inputs

International Private Equity and Venture Capital Guidelines

Financial Reporting Standards 113 – Fair Value Measurement

· Typical valuation issues

· Industry Best practices

· Case Studies
Panel Discussion : The key trends in the Fund Valuation – Reporting and Regulatory Landscape

MEET OUR EXPERTS

David Larsen – Managing Director Duff & Phelps – USA

Srividya-Gopalakrishnan

He is managing director in the San Francisco office of Duff & Phelps and part of the Portfolio Valuation service line. He has more than 30 years of transaction and accounting experience. He specializes in fair value accounting issues, and specifically in valuation, accounting, and regulatory issues faced by Alternative Asset managers and investors.

David advises leading Private Equity Managers and Institutional Investors and has advised numerous strategic and private equity acquirers in all areas of mergers, acquisitions, joint ventures, divestitures and valuation related matters. He provides valuation policy and process assistance to a number of the world’s largest institutional limited partner investors and some of the world’s largest alternative Investment managers. David serves as Vice Chair of the International Private Equity and Venture Capital Valuations Board (IPEV), which in 2015 released updated International Private Equity Valuation Guidelines and serves as a member of the American Institute of Certified Public Accountants (AICPA) PE/VC Practice Guide Task Force. David has served as a special advisor to the Institutional Limited Partners Association; board member, project manager and technical advisor to the Private Equity Industry Guidelines Group and was instrumental in developing and drafting the Private Equity Industry Guidelines Group’s Valuation and Reporting Guidelines; member of the Financial Accounting Standards Board’s Valuation Resource Group responsible for providing the Board with input on potential clarifying guidance on issues relating to the application of the principles of FASB ASC Topic 820 (formerly SFAS No. 157), Fair Value Measurements and a member of the AICPA Net Asset Value Task Force.

Srividya GopalakrishnanManaging Director, Valuation Advisory Services, Duff & Phelps Singapore Pte Ltd

Srividya-Gopalakrishnan
She set up American Appraisal Singapore operations in 2012, which was later acquired by Duff & Phelps, the largest global independent valuation advisory firm.

She has over 19 years of experience in valuations, M&A, corporate finance and management consulting. She has advised numerous companies on valuations for the purposes oftransaction, restructuring, taxation, financial reporting, dispute resolution and financing.

She is a member of the Institute of Valuers & Appraisers of Singapore (IVAS) Council as well as the IVAS Professional Development Committee. She is an empaneled valuerwith the Intellectual Property Office of Singapore (IPOS) for their IP Financing Scheme.

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