Webinar I Unlisted asset valuations in private markets: Risk, judgement, and regulatory scrutiny

Date: Thursday, 24 September
Time: 12:00pm - 1:00pm (AEST)
Venue: Zoom

As allocations to private markets continue to grow, the valuation of unlisted assets has become increasingly important for investment decision-making, performance reporting, and member outcomes. This webinar explores how valuation judgement is applied, challenged, and tested throughout the life cycle of unlisted investments, drawing on real-world case studies from private market transactions and disputes.

Drawing on McGrathNicol's experience advising investors, boards, and counterparties, Courtney and Matthew will examine common valuation risks, governance considerations, and emerging expectations from regulators and investors, providing practical insights into valuation best practice.

What you will learn

  •  Key valuation risks in private markets and how they arise. 
  •  How management forecasts, valuation methodologies, and market assumptions influence outcomes. 
  •  The role of governance, independence, and professional judgement in robust unlisted asset valuations. 
  •  Practical lessons from real-world valuation disputes and transactions.

Presenters:

  • Courtney Roe, Partner, Deals, McGrathNicol
  • Matthew Gold, CFA, Director, McGrathNicol
  • Hosted by: Anuk Manchanda, CFA, Director, InterFinancial

Cost: 

  • Free for CFA Australia Society members and CFA Program candidates
  • $15 for non-members / industry professionals

Interested in membership? Explore membership options here.

Courtney Roe

Partner, Deals
McGrathNicol

Matthew Gold, CFA

Director
McGrathNicol

Anuk Manchanda, CFA

M&A Director
InterFinancial
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The Global Passport Program allows members of participating CFA Institute Societies to attend other societies’ events at the local member price.

CFA Society Australia has determined that this program qualifies for PL credit hour(s) under the guidelines of the CFA Institute Professional Learning program. If you are a CFA Institute member, PL credit for attending this session will be automatically recorded in your PL tracking tool.

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