Resource Guide to Navigating SEC Rule 2A-5

VRC’s Rule 2a-5 Resource Guide provides the details fund managers and fund boards need to come into compliance with the SEC’s new regulations to fair value portfolio securities.

Best Practices for Private Fund Sponsors

As the demand for transparency rises for private investment funds, the spotlight is on valuation practices, which is essential for any fund manager to understand.

Older & Wiser: The Evolution of 409A

As startups stay private for longer periods of time, their common stock valuation (409A) history is likely to be scrutinized if they pursue an IPO.

Five Misperceptions: Credit Valuation Adjustments in Swap Valuations

An overview for corporate accounting professionals of Credit Valuation Adjustments and five common misperceptions about them.

Key Value Drivers in Wealth Management Firms

Wealth management is human capital driven, which is measured through the financial operating results of the business.