Webinar Archive: Follow the Yellow-Brick Road: Understanding Valuation, Concentration, and Diversification Requirements of Registered Alternative Products

In early 2026, MFDF published the Practical Guidance for Directors on Oversight of Alternative Investments. This webinar is the second of MFDF's Board Oversight of Alternative Investments series. 

This program, moderated by Jody Foster, independent trustee and MFDF Board Member, plans to outline key considerations for independent fund directors related to valuation, concentration, and diversification issues for registered funds holding alternative assets. The session will dive into the specifics around harder-to-value assets, how boards should evaluate valuation policies and procedures, and potential areas for inquiry around concentration and diversification requirements. Panelists include:

• Adam Aderton, Simpson Thacher
• Bryan Morris, Deloitte & Touche LLP
• JJ Dikmak, Simpson Thacher
• Kyle McKay, Barings

This webinar originally aired on July 7, 2026.

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