Alternative Asset Advisory: Valuation of Alternative Investments and Complex Securities

By: Duff And Phelps  09-12-2011
Keywords: Due Diligence, Private Equity, financial instruments

Heightened regulatory concerns and vigilance, together with increased investor scrutiny, have led to increased demand for independent expert advice. Duff & Phelps’ Alternative Asset Advisory segment provides supportable, transparent valuations of illiquid, difficult-to-value investments and complex securities to issuers, investors and regulators. Companies look to Duff & Phelps as both an advisor and sounding board to provide them with independent and objective advice that enables them to make the most informed decisions.

Duff & Phelps also provides merger and acquisition, financial, tax, information technology and human resource due diligence to private equity and strategic investors. Our professionals help clients navigate all aspects of the investment cycle by focusing on value drivers and deal-breakers that are critical to investment decisions.

Managing Director David Larsen and Director Steve Nebb discuss how fair value measurement has been a topic of concern in the venture capital industry for almost a decade.

Detailed overview of Duff & Phelps’ projects with pension funds.

Alan Swersky discusses how family offices shouldn’t shy away from emerging hedge fund managers, many of whom outperform their more experienced brethren.

Duff & Phelps Chris Franzek published in Alchemy.

Keith Keller discusses how companies are embracing comprehensive risk management programs to develop a top-down, holistic view of risk.

Duff & Phelps Mark McMahon and Alan Swersky published in FOX Connect.

Alan Swersky and Wesley Tellie discuss how studies show that “emerging” hedge fund managers tend to outperform their larger, more established brethren.

Recent proposals, issued by the FASB and IASB, to substantially revise the accounting for financial instruments and derivatives/hedging (Topics 825 and 815, respectively), have received a lot of attention recently.

Duff & Phelps 4th Annual Alternative Investments Conference gathered industry thought leaders at the Harvard Club in New York to discuss the key issues impacting the alternative investment industry.

Discussion of proposed Fair Value rules impacting alternative asset investments for GPs and LPs using either US GAAP or IFRS. As thought leaders on valuation issues, Duff & Phelps is pleased to provide an exclusive forum to discuss the latest Fair Value developments in the market place.

Duff & Phelps European Alternative Investments Valuation Conference gathered industry thought leaders at the Mandarin Oriental in London to discuss the key issues impacting the alternative investment industry.

This webcast, hosted by Duff & Phelps, will help both General Partners (GPs) and Limited Partners (LPs) further understand the requirements of ASU 2009-12 through a discussion of the new AICPA Technical Guidance.

Discussion on new Fair Value rules impacting alternative assets. As thought leaders on valuation issues, Duff & Phelps is pleased to provide an exclusive forum to discuss the latest fair value developments in the market place.

Duff & Phelps' Alan Swersky and Wesley Tellie published in FINalternatives: Hedge Fund & Private Equity News.

Duff & Phelps' Alan Swersky published in The Hedge Fund Journal.

Today's financial markets are having a profound impact on businesses around the world. At Duff & Phelps, we provide timely and effective advice to help clients solve their most complex financial reporting and valuation challenges. Our professionals also advise market experts on important issues, such as FAS157, helping to shape the regulations that will affect the world market for years to come.

Keywords: Complex Securities, Due Diligence, financial instruments, Private Equity,

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