IDC Webinar: Board Oversight of Fair Valuation: Current Practices and Themes

A core responsibility of fund boards is oversight of valuation. Though the fundamental responsibility is constant, the practices boards follow to fulfill this responsibility continue to evolve. The webinar discussed current valuation topics, such as the use of pricing vendors and the relationship between liquidity and valuation, and practices and trends, including those highlighted in a recent fair valuation pricing survey.

Highlights

The webinar covered the following:

• Oversight of pricing vendors
• Intersection of valuation and liquidity
• Business continuity considerations
• Board practices, including the use of committees

Featured Speakers

GEORGE GORMAN
Independent Director
Eaton Vance Funds

PAUL KRAFT
Partner
US Mutual Fund and Investment Adviser Practice Leader
Deloitte & Touche LLP

ELIZABETH REZA
Partner
Ropes & Gray, LLP

Materials

• Archive recording
• Slides (pdf)

This webinar was closed to regulators and the media.