November 2009
Intermediate to advanced
656 pages
18h 14m
English
book
The Valuation Handbook: Valuation Techniques from Today's Top Practitioners
by Benton E. Gup, Rawley Thomas
Content preview from The Valuation Handbook: Valuation Techniques from Today's Top Practitioners
Randall Schostag
Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.
CHAPTER 15
Portfolio Valuation
Challenges and Opportunities Using Automation
President, Minnesota Business Valuation Group, LLC. Olsen Thielen & Co., Ltd. subsidiary
Business development companies, hedge funds, and other fund managers face new, intensive scrutiny over periodic valuations of portfolio securities. From a funds management/compliance standpoint, it is essential to have reliable sources for this security valuation, especially with privately owned holdings. For multiple reasons, business valuators who value these funds must simultaneously value numerous securities rapidly. To accomplish this laborious task may require the employment of new types of technological tools. Automating aspects of the process might offer a new solution.
Divided into two major groups of topics, this chapter explores the various aspects of partial automation. The first segment summarizes background rules and procedures currently developing for portfolio valuation. Included is a detailed history that reviews how valuation evolved from a narrow domestic focus to an international application. This segment concludes with the effect of these events on appraisers and their portfolio valuations. The chapter then reviews the application of the evolving portfolio valuation regulations. Finally, it concludes by proposing that current methods may also need to evolve to be timely, cost effective, and (most important) defensible.
BACKGROUND
Changes in the value of underlying securities ...
Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.
Read now
Unlock full access
More than 5,000 organizations count on O’Reilly
O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.