The SEC’s recent statement highlights increased focus on private credit valuations, disclosures, and fair value practices. See the key considerations for fund managers.

Valuation Research Corp.

Jeffrey DeLorenzo, CFA

Senior Vice President

Specialties:

  • Business Development Companies
  • Financial Reporting Valuations
  • Portfolio Valuations
  • Tax, Compliance & Planning

Tel. No. (917) 338-5619

1 Pennsylvania Plaza
Suite 2130
New York, NY 10119

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Mr. DeLorenzo is part of the portfolio valuation group specializing in valuations of privately-hold debt securities, equity securities, other structured securities, and business enterprises for tax and financial reporting purposes.

Prior to joining VRC, Mr. DeLorenzo held analytical positions at alternative investment trading start-ups Second-Market and Deal Labs, both in New York.

Mr. DeLorenzo holds the designation of chartered financial analyst (CFA). In addition, he earned a bachelor’s degree in finance and international business from Georgetown University.