VRC (Valuation Research Corporation)’s Post

Don't miss Tina Madel, CFA, at TSG's PMAR XXII "Performance Challenges with Private Equity and Alternatives" session! Tina will participate in a dynamic discussion alongside Mike Beck, Dan Golosovker, Patrick Warren, and Cynthia Shaw-Pereira, CIPM. Here's a sneak peek into what they'll be discussing: 📌 Challenges in Performance Measurement: Timing, Lag, and Benchmarking Practices. 📌 Asset Owner view of Total view vs methodology: Risk and Performance in LP (Alternatives) space. 📌 Utilizing PE/Alts in a multi-asset class portfolio and innovations in return calculations. 📌 The impact of the upcoming SEC Private funds rule on data accessibility and reporting consistency. Mark your calendars for May 23rd at 1:00 P.M. for an enlightening session! #PMARXXII #PerformanceMeasurement #AlternativeInvestments 

The Francis Sabourin Hour was in person at the Wealth Managers' Forum yesterday. This panel asked the question: is alternative credit still an alternative, or required? Francis Sabourin, BA, Pl. Fin., RIS (Richardson Wealth) did a great job covering this topic with Tarik Serri, MBA, CFA, CAIA (Trans-Canada Capital), Rob Anton (Next Edge Capital), and Fraser McEwen (Timbercreek). CAASA - Canadian Association of Alternative Strategies & Assets Yup, we are where the alts are

Many thanks to the National Association of Securities Professionals and Miguel Thames for inviting NeuGroup to moderate a panel discussion on “Expanding Business in Capital Markets: Can We Talk?” at the 35th Annual Financial Services Conference last week in Atlanta, Georgia.          A special thank you to panelists Meredith Bromley from Southern Company, Michael Murray from The Coca-Cola Company, LaJohn McFadden from CastleOak Securities and Lawrence Goldman, from Ramirez Asset Management. In a discussion moderated by NeuGroup's Scott Flieger, the panelists—who collectively have nearly 100 years’ experience in capital markets—discussed the differentiating capital raising skills and advisory services available from diverse-owned financial service firms and the mutually beneficial relationships which have developed over many years.   The panelists and an engaged audience also discussed opportunities to expand relationships in the capital markets. Comments included taking on more meaningful roles based on strong performance on previous transactions including bond issues, commercial paper and stock buybacks. Also highlighted was tapping into the wealth of intellectual capital at diversity-owned firms to provide strategic advice in areas such as capital structure, liability management and risk management.   The session validated many points from a recent NeuGroup Research Report which is based on a survey conducted in collaboration with the NASP and Sustainable Fitch. Download the report now on our website: https://lnkd.in/exZG6Hjc #diverseownedfirms #diverseownedbanks #mdi #cdfi

Co-chair John Grady (ABR Dynamic Funds, LLC) and moderator Rizwan Ibrahim, CFA, CAIA, CFP® (Accretive Wealth Management) just led an engaging session with Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP (CAIA Association), Rajeev Kotyan (Innovative Advisory Group), and Pamela Jacobs, CFP® (Frontier Wealth Strategies LP) on the practical considerations of #Alts at #ADISA2024. #investing #alternativeinvestments 

Who’s issuing the better credits? Looking forward to a lively debate between industry experts Christoph Gort (SIGLO Capital Advisors), Ross Morrow (DunPort Capital Management) and Laura Vaughan, CFA (Federated Hermes), moderated by Matthias Kirchgaessner (PLEXUS Research)! 🗝 Deal activity in large cap vs. lower mid market? 🗝 How selective are managers when looking at deals? 🗝 What's shaping underwriting and how do managers consider leverage levels? 🗝 What flexibility is being offered for challenging credits? #privatedebt #pei #pdilondon

During this week’s #ALTSLA conference, Patrick Madaus, CFA, discussed how the secondary #PrivateEquity market can offer enhanced distributions compared with investments in primaries. As a proud sponsor, we thank everyone who joined our roundtable “Navigating Today's Secondary Market Opportunities” and “A Second Look at Secondaries” alongside an impressive panel of peers. Learn more: https://lnkd.in/etAYKym9 Brant Grimes CFA CAIA CIPM, Paul Schemel, Timothy Scanlan, CFA, Amanda Buckstaff, Kyle McKenzie, Kelly Friis, Nick Newby, Randal Barton #AlternativeInvesting #AssetManagement

How will the gap between public and private domains develop in the coming years? Watch our exciting conversation with David Hunt, President & CEO, PGIM, where he discusses the evolving dynamics between public and private markets, emphasizing the blurred distinctions as asset managers increasingly engage in both domains. Learn about managing both public and private markets, the growing private credit sector s and much more >> http://spr.ly/6041q6XjL

Luxembourg Valuation Professionals Association (LVPA) is diving deep into the critical topic of valuation risk! This panel will explore how to identify, assess, and mitigate potential risks, while emphasizing the importance of strong governance and due diligence in valuation practices. Don't miss out—equip yourself with the tools to strengthen your valuation process. #Valuation #Luxembourg #IVSC #Summit #BusinessValuation

How can you optimize your wealth management with interconnected tools? The answer is at the Croesus booth at the #NYC Portfolio Summits RIA. Come meet Acheson Thomas and explore the future of #WealthTech. #RIAcommunity #InvestmentStrategies #PortfolioSummits #NewYork #InvestmentStrategies

KBRA aims to deliver research that transforms and educates the #financialmarkets. Investors and #marketparticipants have come to value our timely and thought-provoking commentary. Recap the #privatecredit #research for the month of September here: https://lnkd.in/ezBwbCJA