Thu, Oct 13, 2016

Duff & Phelps 10th Annual Alternative Investments Conference

Duff & Phelps’ Tenth Annual Alternative Investments Conference will take place on November 15, 2016, at the New York Athletic Club. Experts from the Duff & Phelps Alternative Asset Advisory and Compliance and Regulatory Consulting teams will convene a diverse group of industry leaders to share their perspectives on current key issues impacting the alternative investment community.

The conference will include in-depth panel discussions and workshops with experts on timely and highly relevant topics, such as: the impact of the current election on the economy and regulatory environment, compliance matters, and the evolution of fair value.

Warren Hirschhorn, Duff & Phelps Vice Chairman and founder of the firm’s Alternative Asset Advisory business, commented, “Our inaugural Alternative Investments Conference 10 years ago took place amid early debates over fair value and, more generally, alternative asset valuation and compliance. Now, 10 years later, these and related issues have emerged as preeminent focus areas for alternative asset managers across the globe.  We are honored to build on our track record of bringing together leading practitioners and industry experts to share perspectives on valuation, regulatory issues and other industry trends.”

Speakers and discussion topics include:

Opening Keynote from Mike Ryan, Head of Wealth Management and Wealth Management Research at UBS. Mike will discuss the impact of the Presidential election on the overall economy and opportunities for investment.

A “fireside chat” focused on the effectiveness of the SEC and FASB’s current regulatory environment. This will feature Adam Kamhi, Valuation Fellow at the Financial Accounting Standards Board, and Norm Champ, Partner at Kirkland & Ellis and former Director of the Division of Investment Management at the SEC

A panel discussion on the evolution of fair value over the last decade and how things have changed for alternative investment managers. This panel will be led by Warren Hirschhorn and David Larsen and Ross Hostetter, managing directors at Duff & Phelps.

A discussion of the future of fair value and the PE/VC Valuation Guide featuring David Larsen and Sean McKee, partner at KPMG

Valuation and compliance focused workshops

Who should attend?
Alternative investment professionals with responsibility for valuation, compliance, operations and fund reporting, including private equity LPs and GPs, hedge funds, fund of funds, fund administrators and insurance companies?

About Duff & Phelps
Duff & Phelps is the premier global valuation and corporate finance advisor with expertise in complex valuation, disputes and investigations, M&A, real estate, restructuring, and compliance and regulatory consulting. The firm’s more than 2,000 employees serve a diverse range of clients from offices around the world. For more information, visit

M&A advisory, capital raising and secondary market advisory services in the United States are provided by Duff & Phelps Securities, LLC. Member FINRA/SIPC. Pagemill Partners is a Division of Duff & Phelps Securities, LLC. M&A advisory and capital raising services in Canada are provided by Duff & Phelps Securities Canada Ltd., a registered Exempt Market Dealer. M&A advisory, capital raising and secondary market advisory services in the United Kingdom and across Europe are provided by Duff & Phelps Securities Ltd. (DPSL), which is authorized and regulated by the Financial Conduct Authority. In Germany M&A advisory and capital raising services are also provided by Duff & Phelps GmbH, which is a Tied Agent of DPSL. Valuation Advisory Services in India are provided by Duff & Phelps India Private Limited under a category 1 merchant banker license issued by the Securities and Exchange Board of India.


Portfolio Valuation

Kroll specializes in assisting clients with the valuation of alternative investments, specifically securities and positions for which there are no "active market" quotations.

Alternative Asset Advisory

Heightened regulatory concerns and vigilance, together with increased investor scrutiny, have led to increased demand for independent expert advice.