Webinar Archive: Investment Valuation and Governance: Industry Trends and Benchmarking

During this webinar, Paul Kraft, a Deloitte partner and US Mutual Fund & Investment Advisers Practice Leader, Tom Wines and Katie Yorra, both Deloitte senior managers, will discuss insights, trends and observations from the Deloitte Annual Fair Valuation Survey – 18th edition with a focuses on governance practices versus SEC proposed fair valuation guidance; risk assessment trends, rationalization of board reporting, and dashboard reporting to mutual fund directors; the impact of the COVID-19 environment including market volatility on the valuation process, and how working virtually impacts valuation policies and procedures; valuation of private equities and other illiquid investments; the growing impact of technology and innovative tools.  The Deloitte team will highlight emerging, maturing, and industry trends.  The Deloitte Annual Fair Valuation Survey – 18th edition includes responses from over 100 fund groups.   

This webinar originally aired on Wednesday, December 10, 2020. 

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