Topic
Valuation
279 published works
Pension Risk Matters
Risk Management Adventures
Thanks to financial planner David Boczar for sending along a thought-provoking quote from famed commodities trader Ed Seykota. Described as someone who turned $5,000 into $15 million over a dozen years,…
Pension Risk Matters
Hedge Fund Valuation Survey
Business Valuation Resources and Pension Governance, LLC just completed a joint survey on business valuation firms that currently provide valuation services to hedge fund clients. It appears that relatively few…
Pension Risk Matters
Regulators Tell Pensions to Independently Value Positions
According to reporter Doug Halonen, Beantown regulators have launched an inquiry into how corporate plan sponsors value their alternative fund investments. Upset with plans that have no process in place…
Pension Risk Matters
SEC Issues Compliance Alert About Sloppy Valuation Process
Hat tip to fellow blogger gal Wendy Fried for news about the recent release of an important ComplianceAlert, issued by the U.S. Securities and Exchange Commission. Click to read "Sloppy…
New York Business Divorce
Court Discounts Fair Value Award for Built-In Gains Tax in Shareholder Oppression Case
Justice Ira Warshawsky of Nassau County Supreme Court's Commercial Division has issued a "BIG" decision (as in discount for Built-In Gains tax) in a stock valuation arising out of a…
Pension Risk Matters
Dr. Susan Mangiero Speaks About Hedge Fund Valuation
Dr. Susan Mangiero, AIFA, Accredited Valuation Analyst, CFA and FRM addresses an audience of valuation practitioners on June 10, 2008 as part of the 15th annual conference sponsored by the National…
Pension Risk Matters
Can You Spell “Bad Valuation Practices?”
Kudos to Sameer Mishra for winning the Scripps National Spelling Bee 2008 after a momentary setback. Initially confusing numnut ("one of little intelligence or thought") with numnah ("a pad that goes under…
Pension Risk Matters
Valuation – Getting on Track
As an Accredited Valuation Analyst and long-time advocate of the notion that effective risk management and valuation go hand in hand, the release of two reports that emphasize good process…
Wills, Trusts & Estates Prof Blog
Disclaimers and Defined Value Clauses in Christiansen
Wendy C. Gerzog (Professor of Law, University of Baltimore School of Law) has recently posted on SSRN her article entitled Disclaimers and Defined Value Clauses: Christiansen.Here is an abstract of…
Pension Risk Matters
Hedge Fund Investing: Change is Good, You Go First
Thanks to Scott Adams and his popular Dilbert for continued wisdom in the work place. I own a few Dilbert tee shirts, including one that says it all - "Change…