2018 VIVA Service Package INDEPENDENT VALUATION ADVISORY SERVICES FOR INVESTMENT FUNDS AND THEIR ADVISERS AND SERVICE PROVIDERS
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1 2018 VIVA Service Package INDEPENDENT VALUATION ADVISORY SERVICES FOR INVESTMENT FUNDS AND THEIR ADVISERS AND SERVICE PROVIDERS
2 Intrdctin Sme recent fnd valatin challenges Odd-lt bnd pricing Unicrn valatins Vendr cnslidatin in pricing and index markets Liqidity management challenges Cming p in 2018 New adit rles applicable t pblic and private fnds New standards fr private eqity and financial instrment valatin New fnd valatin gidance frm reglatrs Prtfli valatin and the determinatin f fair vale, ften sing third party services, is a highly technical area fr fnds hw best t keep n tp f this? The US SEC recmmends engaging experts t help 2
3 3 directrs need t cnsider whether the crrent cmpsitin f their bards incldes individals with the necessary diverse skills, experience and expertise and whether t hire sbject matter experts as cnsltants t the bard. As areas sch as cybersecrity, derivatives, liqidity, trading, pricing and fnd distribtin becme increasingly cmplex, bards need t assre that they are eqipped t address thse challenges. Frmer SEC Chair White March 2016
4 VIVA Service Package 4 VIVA Vltaire Independent Valatin Advisry service Cmprehensive and cherent annal package f events, pblicatins and research designed t keep fnd valatin prfessinals, and thse wh advise and service them, apprised f crrent isses and challenges Detailed srveys, analysis and discssin f majr qestins and cncerns n valatin matters by Vltaire Advisrs experts Deep-dive research, market intelligence and events cvering missin critical tpics Cntribted articles, panel discssins and presentatins frm indstry experts, inclding mtal and private fnd managers, administratrs, aditrs, law firms, cnsltants and vendrs. Optin t explit r deep dmain knwledge with private briefings and advice.
5 Standard Package Fll access t all Vltaire Advisrs research and analysis Annal Fnd Valatin & Cmpliance Handbk Valatin Risk Blletin Candide Annal Valatin Risk Review Peridic Special Reprts Delegate passes t r private events Annal Fnd Valatin Wrkshps in US and Erpe Freqent Tpical Client Webinars Peridic Breakfast Briefings 2 invitatins t each event per sbscriptin Histrical archive f previs event materials, recrdings, reprts and research Cst $3,000 fr annal firm site license 5
6 Bi-Annal Blletin Candide 6 Bi-Annal review f valatin news Analysis and cmment n emerging isses Gest cntribtins frm indstry experts Stay infrmed abt all relevant fnd valatin isses
7 Valatin Risk Review 7 Annal jrnal with expert articles n key valatin challenges Themed t cver tpical isses in cmprehensive detail Previs releases cvered: Systemic Isses In Fnd Pricing & Valatin Valatin, Liqidity & Derivatives fr Mtal Fnds Valatin f Alternative Assets Private Eqity, Debt & Real Estate Isse #4 in 2018 will cver: New Standards fr Valing Financial Assets
8 Fnd Valatin & Cmpliance Handbk 8 Annal Directry f Fnd Service Prviders Cmprehensive verview f vendr segments: Administratin & Cstdy Adit & Accnting Cnslting & De Diligence Legal Services Sftware & Data Vendrs Cmpany prfiles and cntact details Smmary f market trends in each segment
9 Special Reprts 9 Peridic Srveys and Special Reprts Deep-dive int missin critical valatin challenges Expert analysis spprted by indstry srveys and intelligence Isses cvered in 2016/17: Glbal Fnd Valatin Standards Mnicipal Bnd Pricing & Benchmarks Evalated Bnd Pricing Upcming reprts in 2018 n: Bnd Index Pricing Fnd Liqidity Management Middle Market Lan Valatin
10 Fnd Valatin Wrkshps Annal Wrkshps in US and Erpe Overview f significant isses in valatin f investment fnds Expert presentatins, panels and Q&A 2017 Wrkshps lked at: US Pririties f the new SEC fr asset managers EU Implicatins f Brexit fr EU asset managers 2018 Wrkshps schedled in New Yrk in April and Lndn in Jne. 10
11 Client Webinars Tpical private webinars fr Vltaire clients Review f valatin news and develpments Expert analysis n featred tpics Participant Q&A facility 2017 Featred Tpics inclded: Odd-Lt Bnd Pricing Valatin f Unicrns Mnicipal Bnds Lan Valatin & Analytics Mtal Fnd Liqidity Management MBS & Strctred Credit Canadian Bnds Cnvertibles Planned Tpics in 2018 inclde: Evalated Bnd Pricing Mnicipal Bnds Erpean RMBS Bnd Index Pricing Private Eqity Valatin Interest Rate Derivatives CLO s Middle Market Lans 11
12 Breakfast Briefings Peridic Breakfast Briefings n tpical valatin isses Expert presentatins, panels and Q&A n featred tpic 2017 Briefings cvered: 12 Alternative Asset Valatin Private Eqity, Debt & Real Estate Fnd Liqidity Risk Management Planned tpics fr 2018: Fixed Incme Index Pricing Valatin f Middle Market Lans Erpean Private Debt
13 Histrical Archive 13 Archive f all Vltaire Advisers VIVA activity back t 2015 Materials frm Annal Wrkshps Back Isses f Candide Bi-Annal Blletins Cpies f all Special Reprts Materials frm all Briefings Recrdings and Slide Decks frm all Webinars Cpies f all Valatin Risk Reviews
14 2017 Schedle Handbk 2 Candide Blletins Annal Valatin Risk Review Minimm 3 Special Reprts Annal Fnd Valatin Wrkshps (New Yrk & Lndn) Minimm 12 Tpical Webinars Minimm 3 Breakfast Briefings
15 Premim Package 15 Optin t explit r deep dmain knwledge with private briefings and advice Incldes all featres f standard package, bt adds: Qarterly Q&A private web-briefing and Q&A sessin t discss specific client cncerns r qestins Annal Briefing private annal review f valatin indstry isses and market trends, presented in persn with extended Q&A Cst $6,000 fr annal license
16 VIVA Service Packages Standard Premim Vltaire Advisrs Research & Analysis Bi-Annal Valatin Risk Blletin Y Y Annal Valatin Risk Review Y Y Special Reprts Y Y Annal Fnd Valatin & Cmpliance Handbk Y Y Delegate Passes t Vltaire Advisrs Events (2 per License) Annal Fnd Valatin Wrkshp Y Y Freqent Tpical Client Webinars Y Y Peridic Breakfast Briefings Y Y Histrical Archive f Event Materials & Reprts Fll Access t Material Archive (back t 2015) Y Y Private Briefings Qarterly Q&A sessin t discss specific cncerns N Y Annal Briefing f valatin indstry isses & trends N Y License Fee (p.a.) $3000 $6000
17 17 Cntact Us Vltaire Advisrs LLC 14 Wall Street New Yrk NY USA N.1 Pltry Lndn EC2R 8JR UK inf@vltaireadvisrs.cm
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