Webinar Replay – ALTLOOK: Valuation Quarterly Update–June 2025

Continued changes in the U.S. political landscape, tariffs, trade negotiations, volatile public markets and uncertainty with respect to the global macroeconomic and geopolitical environment, place increased pressure on exercising informed judgment when valuing private investments. The expansion of retail-oriented investment vehicles, the continued growth of traditional private credit and equity investing, the volatile macro market and increasing economic uncertainty, demonstrate the investors’ need for consistency, transparency and rigor in the valuation estimates provided by managers.

Topics Discussed

Key regulatory updates

Roundtable discussion – what are the key factors that will impact fair value at June 30?

Macroeconomic updates

• Private equity
• Early stage/venture capital
• Private credit
• Energy
• Real estate

 

Other valuation hot topics/questions