Portfolio Valuations Workshop for Alternative Investment Funds

July 24, 2019 July 24, 2019
9:00AM - 4:30PM M Hotel Singapore | 81 Anson Rd, Singapore 079908 | Anson IV, Level 2
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CPD HOURS: 5.5

*FTS ELIGIBLE – 50% FUNDING!*

Why do fund managers from the alternative asset industry (private equity, venture capital, hedge funds etc.) need their investment portfolios valued? What approaches are applied to value the significant parts of their investments, which are illiquid and not part of an observable market? How long can a cost approach be used, and does this differ from industry to industry and for different levels of maturity? Is it necessary to use complicated mathematical models to value structured transactions? Is “calibration” necessarily a “market participant” assumption? Are there specific guidelines for portfolio valuations? Who are the key regulators in this market, and what are the implications of recent regulations? Has any regulatory action been taken for overvaluation? How can fund managers ensure a nonbiased valuation?

This workshop aims to provide answers to the questions above and discuss various issues and best practices.

AGENDA
9:00am       Registration
9:30am       - Rationale for Fair Valuation
                     - Valuation Guidelines & Standards (including Highlights from the latest IPEV guidelines released in December 2018)
10:30am     Tea Break
10:45am     - Valuation Guidelines & Standards (continued)
                     - Early Stage Valuations
                     - IFRS 9 and its application to alternative investment funds
                     - Valuation of Debt Instruments
12:30pm     Lunch
1:30pm       - LP Valuation Focus
                     - AICPA PE/VC Valuation Guide
                     - New audit standards: Will they impact the Singapore market?
                     - Expanded valuation expectations from regulators
3:00pm       Tea Break
3:15pm       Case Studies Discussion/ Q&A
4:30pm       Workshop ends

WHY ATTEND?
1.   *FTS ELIGIBLE – 50% FUNDING!* FULL DETAILS HERE
2.   ELIGIBLE FOR 5.5 CPD HOURS
3.   EXPERIENCED SPEAKER/ SENIOR INDUSTRY EXPERT
4.   LEARNING AMONGST LIKE-MINDED INDUSTRY PROFESSIONALS

FEEDBACK FROM PREVIOUS RUN
“Enjoyed the interactive session of the workshop.”
“Speakers have their own styles and are veterans in their respective valuation fields.”
“Case study section was particularly helpful and going through the thought process helps us to understand what the considerations for calibration are.”

SPEAKER


Srividya Gopalakrishnan, CVA, MRICS
Managing Director, Valuation Advisory Services
Duff & Phelps Singapore Pte Ltd.

Srividya is the managing director of Duff & Phelps Singapore Pte Ltd. She set up American Appraisal Singapore operations in 2012, which later got acquired by Duff & Phelps, the largest global independent valuation advisory firm.

She has about 22 years of experience in valuations, transactions and management consulting. She has advised numerous companies on valuations for the purposes of financial reporting, transaction, restructuring, taxation, dispute resolution and financing.

She is a member of the Institute of Valuers & Appraisers of Singapore (IVAS) Council as well as the IVAS Professional Development Committee. She chairs their Advocacy & Engagement Committee. She is a member of the global Regulatory Board of the Royal Institution of Chartered Surveyors (RICS). She is also an empaneled valuer with the Intellectual Property Office of Singapore (IPOS) for their IP Financing Scheme.

Srividya has published various articles on valuation, PE/VC and M&A, and has been interviewed by several television channels, newspapers and magazines. She is a regular speaker at conferences and seminars.

DRESS CODE
Business Attire

Supporting Partner

REGISTRATION DEADLINE : 19 JULY 2019 (FRI)

We regret that we are unable to refund you once your registration is confirmed. Please send a replacement if there are any last minute changes to your schedule and inform us at least 2 working days prior. A no-show fee equivalent to the registration fee will be imposed for those who have registered but payment not received by us. Please note that information collected may be shared with 3rd parties such as partners and/ or sponsors. SVCA may (at its sole discretion) change the format, speakers, participants, content, venue location and programme or any other aspect of the event at any time and for any reason, whether or not due to a Force Majeure Event, in each case without liability. Thank you for your co-operation. 

SYLVIA KOH

TEL: +65 6224 7001

EMAIL: EVENT@SVCA.ORG.SG