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IDC WEBINAR

Fair Valuation Trends and Practices
February 18

Participants had the opportunity to gain insights into the results of Deloitte's 17th annual Fair Valuation Pricing Survey and learned how valuation processes compare with those of other fund groups.

Paul Kraft and Katelyn Yorra of Deloitte led a discussion of valuation trends and common practices. Specific topics included:

  • governance and oversight
  • board reporting
  • use of technology
  • liquidity and valuation
  • policies and procedures
  • the latest in regulatory and market activity that affect pricing practices

MATERIALS

FEATURED SPEAKERS

Paul Kraft Katelyn Yorra Annette Capretta

Paul Kraft
Partner
Deloitte

Katelyn Yorra
Audit and Assurance
Senior Manager
Deloitte

Annette Capretta
Moderator
Deputy Managing Director
Independent Directors Council

This webinar was closed to the media and regulators.

If you have any questions, please contact the ICI Conference Division at 202-326-5968 or conferences@ici.org.