Valuing your Private Equity portfolio: facing new market demands and expectations
In a constantly evolving geopolitical and economic environment, private equity remains an asset class popular with investors. What are the prospects to meet new market demands and expectations?
Conference organized by Aether Financial Services & ScaleX Invest
With the participation of:
- Tiana RAMBATOMANGA, Partner Asset Management – WILLKIE FARR & GALLAGHER
- Richard DALAUD, Partner Groupe Siparex Mezzanine – SIPAREX
- Jacques DARCY, Senior Regional Representative France – Switzerland, Director – EIF
This round table took place on September 5 in Paris, at the Hôtel des Arts & Métiers 9 bis avenue d’Iéna.
It brought together professionals from the sector (GP, LP, advisors) to discuss the challenges and trends surrounding the valuation of private equity portfolios. Henri-Pierre Jeancard, Chairman of Aether Financial Services, which has developed practices for valuing financial instruments, provided the context in its introduction to the private equity sector. This round table was moderated by Sébastien Paillet, CEO of ScaleX Invest, our partner. ScaleX Invest has built a reputation in data and trend analysis and has implemented valuation tools for institutional decision-makers.
The speakers addressed regulatory issues and the constraints they impose, as well as developments in practices. They also explored the new needs of investors in terms of transparency and asset valuation in a context of constant market change.
- Tiana, Partner Asset Management at WILLKIE FARR & GALLAGHER, specializing in structuring, gives her regulatory vision in an evolving Private Equity market.
- Richard, in charge of SIPAREX mezzanine activity, shares his insights as an investor on the latest developments in valuation :
- better uniformity and standardization of valuation approaches, also creating more volatility…
- development of methods for valuing debt funds, with consequences on the valuation of the PE.
- ESG aspects: the enormous impacts on valuation.
- Jacques, representative of the EIF in France, an investment establishment which also manages funds, explains why the regulations have beneficial effects
To watch the video: