A Rule Change 50 Years in the Making is Still Raising Questions for Fund Directors
VRC and Eversheds Sutherland discuss questions fund boards are asking as they implement the new valuation rule.
Why VRC for Portfolio Valuation?
Learn why eminent private fund managers and their boards rely on our team.
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.
Monte Carlo Simulations and Golf’s 2020 FedEx Cup
Just for fun, guest author, Dwight Grant, illustrates the use of probability simulation versus the “what if” scenarios of golf’s upcoming FedEx Cup.
NFL Team Options: Value and Risk
The principles developed in valuing common stock options can provide insight into what sports contracts are worth and how they affect risk.
A 50-Year Vintage: Great for wines, but not valuation (Opinion)
A prudent recap and opinion on the proposed steps the SEC is taking toward modernizing fund valuation guidance.
SEC Proposes Rule Modernizing Fund Valuation Guidance
The SEC has Proposed Rule 2-a5, which will update its fund valuation guidance for the first time in 50 years, establishing a board’s responsibilities as it pertains to a fund’s determination of their investments.
Sarit Rapport
Ms. Rapport is part of the portfolio valuation group specializing in valuations of privately-held debt securities, equity securities, CLO debt securities, CLO equity securities, and…
Dwight Grant
In his role as Senior Advisor to VRC, Mr. Grant advises VRC and clients on the valuations of financial instruments, derivatives, and complex securities related…
Private Credit Players Taking AICPA Guidelines, Growing Market Pressures In Stride
Market participants embrace best practice guidance, adjust policies accordingly. But the AICPA’s best practices are not without challenges and intricacies for the private debt and private credit professional.