Valuation Methodologies & Challenges Webinar

Paul Clark, Head of Valuation at Houlihan Capital, recently joined Ultimus Fund Solutions, ACA Compliance Group and Cohen & Co. for a virtual discussion on key valuation practices for Registered Investment Companies.

Topics covered in the webinar include:

  • Perspectives from compliance, accounting, and valuation experts
  • Valuation overview, including new Rule 2a-5, accounting guidance, and methodologies
  • Valuation best practices
  • Issues and challenges, including market volatility, level-3 assets, and working with pricing vendors

For those who did not have a chance to join the webinar, a video recording link is provided below.

For any questions regarding valuation or the webinar, please contact Paul Clark.

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