SEC Discusses Valuation Focus in 2024 Exam Priorities
The SEC discusses valuation in the Division of Examinations’ 2024 Exam Priorities. The SEC’s Division of Examinations (the “DOE”) has announced its 2024 examination priorities. The annual report provides insights into the Division’s risk-based approach, including the areas it believes present potential risks to investors and the integrity of U.S. capital markets(1). Valuation was discussed […]
Unique Valuation Considerations for Crypto Asset Managers
Houlihan Capital provides insight on unique valuation considerations for crypto asset managers including accurate valuations, regulatory developments, & best practices. ____________ More and more asset managers are being confronted with compliance and reporting challenges associated with holding investments in the cryptoasset sector. The question of valuation is at the center of many of these challenges. […]
Houlihan Capital’s Cryptoasset Industry Report – Q3 2023 Update
As a leading and trusted valuation provider to the Cryptoasset & Blockchain industry, we are pleased to share our Cryptoasset Industry Report – Q3 2023 Update. This report provides the following: Financial Performance: Cryptoasset-related Equities Valuation Metrics: Cryptoasset-related Equities Equity Performance Change in Market Capitalization by Equity Sector Change in Market Capitalization by Cryptoasset Sector […]
How to Value Illiquid Investments – Webinar Recording Available!
The webinar recording for “How to Value Illiquid (Level 3) Investments” is now available! ____ Did you miss Akram and Houlihan Capital’s joint webinar – “How to Value Illiquid (Level 3) Investments” from October 12, 2023? Houlihan Capital’s Michael Moscarelli shares comprehensive analysis and discusses current valuation best practices. The recording is now available on […]
SEC’s New Rules for Private Fund Advisers
UPDATE: On June 5, 2024, the 5th U.S. Circuit Court of Appeals in New Orleans issued a unanimous ruling overturning the SEC’s Private Fund Rules. In this whitepaper, Houlihan Capital discusses the SEC’s new rules for private fund advisers under the Investment Advisers Act of 1940 and changes that create major compliance obligations involving the […]