BV562 Advanced Topics in Valuation of Alternative Asset Managers

Class Date/Time

Tuesday, November 17, 2026
2:00pm-4:00pm Eastern Standard Time

Registration Includes

• Access to virtual webinar via zoom will be accessible via education dashboard (login required)
• Electronic webinar handout(s)*

*Any webinar handouts will be made available to registrants the morning of the live event and made accessible via your education dashboard (login required). Once handouts have been posted for download, the class is no longer refundable. 

Continuing Education (CE) Credit

This webinar will award 2.4 CE/CPE hour(s) for the live event. If you are a designated member of ASA, CE credit will automatically be entered into your record after you participate in the live webinar and complete any required post-webinar components within the Course Wrap-up section.  

NASBA and Continuing Professional Education (CPE) Credit

Policies: ASA's Refund and Cancellation Policy and ASA's Complaint Resolution Policy. ASA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.learningmarket.org

CPE Credit: Up to (2.4) CPE credits
Program Level: Advanced
NASBA Knowledge Type: Specialized Knowledge
Delivery Method: Virtual
Prerequisites: None
Advanced Preparation: None 

Webinar Description

The webinar will cover advanced topics related to the valuation of typical interests within alternative asset management firms, including management entities, general partner entities, and fund interests. Topics will include cash flow modeling considerations, the application of various valuation methodologies—including discrete models, option-pricing models, and simulations—cost of capital determination, and issues related to the use of public company data. The webinar will also address common analytical inconsistencies, along with the strengths and limitations of valuation methods typically used in practice.

Instructional Methods

Methods include lecture, visual PPT presentation and polling questions. 

Course Audience

The intended audience is practitioners who value interests in alternative asset management firms, general valuation practitioners who would like to learn about the subject matter and typical users of valuation reports, such as attorneys (trusts & estates, family law, etc.) and wealth advisors.

Learning Level 

Advanced

• Overview of typical subject interests 
• Typical valuation methodologies (i.e. discrete DCF method, option-pricing method, simulation-enhanced DCF method)  
• Cost of capital considerations (i.e.  subject interest type, funds' lifecycle, pre- v. after-tax, etc)  
• Cash flow modeling considerations and  issues of internal consistency of analysis  
• Market data considerations in analysis

Upon completion of this course, students will be able to:

• Describe cash flow modeling considerations; 
• Apply typical valuation methodologies and their explain their strengths and weaknesses;  
• Articulate cost of capital considerations; and 
• Recognize and address issues with market data.

eMaterials

All course materials included with you registration are PDF Download Only items made available to students prior to the start of the class and are not for resale or distribution. All downloadable materials are accessible via your education dashboard (login required). Once eMaterials have been posted for download, the class is no longer refundable.

Accessing eMaterials

eMaterials are provided electronically in PDF format and posted to the class the morning of the live event and listed within the education dashboard for all registrants to securely access prior to the start of the webinar. When opting to print downloadable materials, it is recommended that settings be adjusted to print in black and white (or grayscale) and consider printing double-sided on recycled paper.

Certificate of Completion

A certificate of completion will be available to view and/or download immediately via your education dashboard once all required components are completed.