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IDC WEBINAR

Board Oversight of Fair Valuation: Current Practices and Themes
May 22, 2017

A core responsibility of fund boards is oversight of valuation. Though the fundamental responsibility is constant, the practices boards follow to fulfill this responsibility continue to evolve. The webinar discussed current valuation topics, such as the use of pricing vendors and the relationship between liquidity and valuation, and practices and trends, including those highlighted in a recent fair valuation pricing survey.

HIGHLIGHTS

The webinar covered the following:

  • Oversight of pricing vendors
  • Intersection of valuation and liquidity
  • Business continuity considerations
  • Board practices, including the use of committees

MATERIALS

FEATURED SPEAKERS

  • George Gorman
    Independent Director
    Eaton Vance Funds

  • Paul Kraft
    Partner
    US Mutual Fund and Investment Adviser Practice Leader
    Deloitte & Touche LLP

  • Elizabeth Reza
    Partner
    Ropes & Gray, LLP

This webinar was closed to regulators and the media.