SVCA Workshop: Portfolio Valuations for Alternative Investment Funds

August 18, 2017 August 18, 2017
9:00AM - 4:30PM M Hotel Singapore | 81 Anson Rd, Singapore 079908
Navigation

WHY ATTEND?

  • *FTS ELIGIBLE – 50% FUNDING!
  • ELIGIBLE FOR 6 CPD HOURS
  • EXPERIENCED SPEAKERS/ SENIOR INDUSTRY EXPERTS
  • LEARNING AMONGST LIKE-MINDED INDUSTRY PROFESSIONALS

KEY HIGHLIGHTS

1.       Rationale for Fair Valuation

2.       Valuation Guidelines and Standards

3.       Early Stage Valuations

4.       Valuation of Debt Instruments

5.       LP Valuation Focus

6.       Portfolio Valuation Best Practices

7.       Key Challenges in Valuation

8.       Regulatory impacts on Valuation

9.       New AICPA PE/VC Valuation Guide

10.     Case Studies


PROGRAMME

9:00AM Registration

9:30AM Presentation

  • Rationale for Fair Valuation
  • Valuation Guidelines & Standards

10:30AM Tea Break

10:45AM Presentation

  • Valuation Guidelines & Standards (continued)
  • Early Stage Valuations
  • Valuation of Debt Instruments

12:30PM Lunch

1:30PM Presentation

  • LP Valuation Focus
  • Best Practices & Key Challenges
  • Regulatory Impacts on Valuation
  • New AICPA PE/VC Valuation Guide

3:00PM Tea Break

3:15PM Case Studies/ Q&A

4:30PM End Workshop

 

SPEAKERS

Srividya Gopalakrishnan, Managing Director

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

She has about 20 years of experience in valuations, M&A, corporate finance and management consulting. She has advised numerous companies on valuations for the purposes of transaction, restructuring, taxation, financial reporting, 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 is an empaneled valuer with the Intellectual Property Office of Singapore (IPOS) for their IP Financing Scheme.

Prior to joining American Appraisal, Srividya was the Partner and Practice Leader – Valuations at Grant Thornton India. She established their valuation practice in 2004. Under her leadership, the practice grew to one of the largest, at a national level. Srividya has also worked with Baring Communications Equity Asia (BCEA), a private equity fund in Singapore, part of the ING-Barings group and with A.F. Ferguson & Co (part of Deloitte) earlier in her career.

Srividya has advised several global and Asian clients across a variety of sectors such as technology, life sciences, manufacturing, consumer products, energy and resources etc. She has published various articles on valuation, PE/VC and M&A, and has been interviewed by several television channels, newspapers and magazines, and she is a regular speaker at conferences and seminars. Srividya is a registered Chartered Valuer & Appraiser (CVA) with IVAS and member of the Royal Institution of Chartered Surveyors (MRICS). She also has a Post Graduate Diploma in Management (equivalent to MBA), is a Graduate of the Institute of Cost & Works Accountants of India and a Bachelor of Commerce.

 

David Larsen, Managing Director

David Larsen is a managing director in the San Francisco office of Duff & Phelps and part of the Portfolio Valuation service line. He has more than 30 years of transaction and accounting experience. He specializes in fair value accounting issues, and specifically in valuation, accounting, and regulatory issues faced by Alternative Asset managers and investors.

David advises leading Private Equity Managers and Institutional Investors and has advised numerous strategic and private equity acquirers in all areas of mergers, acquisitions, joint ventures, divestitures and valuation related maters. He provides valuation policy and process assistance to a number of the world’s largest institutional limited partner investors and some of the world’s largest alternative Investment managers. David serves as Vice Chair of the International Private Equity and Venture Capital Valuations Board (IPEV), which in 2015 released updated International Private Equity Valuation Guidelines and serves as a member of the American Institute of Certified Public Accountants (AICPA) PE/VC Practice Guide Task Force. David has served as a special advisor to the Institutional Limited Partners Association; board member, project manager and technical advisor to the Private Equity Industry Guidelines Group and was instrumental in developing and drafting the Private Equity Industry Guidelines Group’s Valuation and Reporting Guidelines; member of the Financial Accounting Standards Board’s Valuation Resource Group responsible for providing the Board with input on potential clarifying guidance on issues relating to the application of the principles of FASB ASC Topic 820 (formerly SFAS No. 157), Fair Value Measurements and a member of the AICPA Net Asset Value Task Force.

Prior to joining Duff & Phelps, David was a Partner in KPMG LLP’s Transaction Services practice, where he was the segment leader of KPMG’s U.S. Institutional Investor practice. He served 13 years in KPMG’s Seattle, Düsseldorf and Prague audit practices prior to moving full time to advisory work.

David received his M.S. in accounting from Brigham Young University’s Marriott School, his B.S. in accounting from Brigham Young University. He is a certified public accountant licensed in California and Washington. David is also a member of the AICPA and the California and Washington Society of Certified Public Accountants and is a FINRA Series 7, 24 and 63 registered representative.

REGISTRATION DEADLINE: 11 August 2017 (FRI)   |   DRESS CODE: Business Casual

 

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