April 2024

April 2024

In this edition:

  • Register now: IVSC Valuation Webinar Series 2024, Sponsored by Kroll
  • Share your insights on ESG in the valuation process
  • Professional Insights: Customer lifetime value analysis with Professor Daniel McCarthy
  • New appointments made to standards boards
  • IVSC and China Appraisal Society host international valuation conference in Shanghai
  • Join the IVSC's Membership & Standards Recognition Committee
  • Singapore Venture & Private Capital Association Conference
  • RICS Valuation Assurance Committee - Appointments
  • Dates for your diary

Missed an edition of eNews? Access past issues here.


Webinars

Join us for the 2024 Valuation Webinar Series, sponsored by Kroll, from 13-25 June 2024. This free-to-join series features international leaders and experts, such as IMF Global Markets Chief Ranjit Singh, Former Singapore Finance Minister Lim Hwee Hua, WIPO Director General Daren Tang , and many others. These webinars provide critical insights into the field of valuation within the current and evolving global context.

Sessions include:

1. Global Trends Shaping Today's Economy?(13 June, 14:00 BST / 09:00 EDT / 21:00 SGT) This session will offer a background on macroeconomic trends and global finance dynamics, considering their impact on valuations and valuation practices today.

2. Latest Developments in Digital Assets?(18 June, 14:00 BST / 09:00 EDT / 21:00 SGT) Explore the rapidly changing landscape of digital assets, including cryptocurrencies and blockchain technology, addressing recent technological advancements and regulatory changes.

3. Economic Engines: The Role of IP Valuation in Growth and Innovation?(20 June, 12:00 BST / 07:00 EDT / 19:00 SGT) Investigate the crucial role of intellectual property in economic growth, focusing on the valuation challenges and approaches necessary to unlocking the value potential of these assets.

4. Navigating Valuation Risk?(21 June, 14:00 BST / 09:00 EDT / 21:00 SGT) Address the identification, understanding, and mitigation of valuation risks, emphasising due diligence and effective risk management strategies.

5. Valuation in Transition: Navigating the Complexities of Restructuring?(25 June, 13:00 BST / 08:00 EDT / 20:00 SGT) Discuss the critical role of valuation in restructuring within the rapidly evolving financial landscape, focusing on strategic valuation practices.

Registration is required to access these webinars. Don't miss the opportunity to engage with top experts and gain deeper insights into the valuation landscape. Register now to secure your place and connect with a global community of professionals in this dynamic field.


ESG

In last month's eNews, we announced the publication of an IVSC survey focusing on the integration of Environmental, Social, and Governance (ESG) considerations within the valuation process. This survey serves as a vital tool in understanding how ESG factors are currently quantified and incorporated across various valuation specialties.

Running until 31 May 2024, the survey is open for responses and seeks insights from valuers worldwide. Your input will provide invaluable feedback to the IVSC, guiding efforts to refine and enhance ESG-related standards and practices.

Share your perspectives on this important topic and help us ensure we capture a wide range of viewpoints. Your input is crucial in shaping the future of valuation in alignment with global sustainability and governance trends.

Take survey: IVSC Global Survey 2024 - ESG in Valuation


Business Valuation

In a recent interview with the IVSC, as part of our Professional Insights series, Professor Daniel McCarthy of Emory University discusses the evolution of customer lifetime value and its critical impact on corporate valuation. With his background in statistics from 美国宾夕法尼亚大学 - 沃顿商学院 and a practical approach shaped by his commercial experience, including founding the predictive analytics firm Zodiac? (Acquired by Nike) , McCarthy offers a blend of academic insight and real-world application.

The interview covers several pertinent themes in customer lifetime value. McCarthy discusses the complexities of Selling, General, and Administrative (SG&A) costs, which have risen significantly since the 1990s and pose challenges for investors trying to gauge their effectiveness. He explains the importance of understanding these costs in relation to customer acquisition and overall profitability.

The interview?also addresses the transferability of customer value insights across different industries. While there are industry-specific patterns, the application of these insights must be tailored to reflect the unique customer dynamics of each sector. His work at Theta , focusing on customer-based corporate valuation, underscores the practical challenges and opportunities in applying these sophisticated statistical methodologies to diverse business environments.

For those interested in a deeper exploration of these topics, the full interview can be downloaded here.


IVSC Boards

The International Valuation Standards Council (IVSC) is pleased to announce new appointments to its standards setting boards, effective April 2024.

New board appointments have been made to the Standards Review Board, Business and Intangible Assets Board, Financial Instruments Board, and Tangible Assets Board. The new board members join at an important juncture, following the launch of the updated International Valuation Standards (IVS) in January 2024, and ahead of the upcoming Agenda Consultation later this year. Their diverse backgrounds and international expertise will be instrumental in guiding the evolution and relevance of global valuation standards, bringing fresh ideas and perspectives to the IVSC’s work.

IVSC updates its board composition annually, appointing members for an initial three-year term to ensure a rich diversity of expertise and perspectives. This process underscores the IVSC’s commitment to a transparent and inclusive standard-setting process, aligning with best practices globally.

The new board members come from a diverse range of backgrounds, including academia, standards setting organisations, professional bodies, investment, and professional services.

Standards Review Board

Business & Intangible Assets Board

Financial Instruments Board

Tangible Assets Board


Markets

The China Appraisal Society (CAS) and the International Valuation Standards Council (IVSC) recently co-organised an international valuation conference, hosted by the Shanghai National Accounting Institute (SNAI) from 11 – 12 April 2024.

Attendees included Mr. Yu Weiping, Vice Chairman of the Committee on Economic Affairs of the CPPCC National Committee, President of the CAS, and Mrs. Lim Hwee Hua, Acting Chair of the IVSC Board of Trustees, who both delivered significant speeches that underscored the importance of international cooperation in asset valuation.

Yu Weiping highlighted the conference’s role in presenting the latest research and exploring new business areas within the valuation industry, aiming to support global economic development through enhanced appraisal practices. He outlined the CAS’ dedication to updating valuation standards, particularly in new sectors such as the digital and green economies, with the goal of aligning with and contributing to the International Valuation Standards and the ongoing work of the IVSC.

Read more here.


IVSC Boards

IVSC is seeking individuals with a deep understanding of valuation professionalism to join our Membership and Standards Recognition Committee (MSRC).

Ideal candidates will have substantial knowledge of Valuation Professional Organisation (VPO) operations and a commitment to advancing the field. The role involves assisting Associate VPOs in enhancing their professional standards, contributing to the qualification of valuation professionals, and playing a key part in promoting the International Valuation Standards (IVS) among important stakeholders.

The committee also plays an essential ambassadorial role, engaging with entities interested in the IVSC and helping to extend our reach. We are particularly keen on welcoming members from diverse geographical regions that are currently underrepresented in our group.

Applications are open until 30th April 2024. We value diversity and encourage experts from various backgrounds to apply, especially those from new geographies. Visit our website for more information.

Your expertise can significantly contribute to the development of valuation professionalism and the global recognition of IVS.

Apply now.


Events

The Singapore Venture & Private Capital Association will be holding the Restoring Equilibrium: SVCA 2024 Annual Conference -?on 16 May 2024. The theme for this year is?Seeking balance in a turbulent world.?

IVSC members may use the promo code:?SVCACONF_IVSC?to register at "partner's rate" for this physical event.

Event Title:?Restoring Equilibrium: SVCA 2024 Annual Conference - Seeking balance in a turbulent world

Date:?16 May 2024

Time:?9:00AM – 6:00PM

Location:?Fairmont Singapore, 80 Bras Basah Rd, Singapore 189560 (Stamford Ballroom)

Featured speakers:

  • Ankur Meattle, Head, Asia Funds & Co-Investments Group, PE, GIC Special Investments
  • Chavalit Frederick Tsao, Chairman, IMC Pan Asia Alliance Group
  • Kok Yew Tang, Founding Chairman and Managing Partner, Affinity Equity Partners
  • Ally Zhang, Managing Director, Siguler Guff
  • Wai San Loke, Co-Founder and Managing Partner, Novo Tellus Capital Partners
  • Sean Low, CEO, Golden Vision Capital
  • Willson Cuaca, Founding & Managing Partner, East Ventures
  • Jenny Lee, Managing Partner, GGV Capital

Register here.


Announcements

IVSC Sponsor organisation, the Royal Institution of Chartered Surveyors (RICS) are recruiting for the role of Chair - Valuation Assurance Committee.?

This part-time, remunerated and hybrid role is open to non-RICS members, with the application process closing?on Friday 3 May, 2024.?

Click here to find out more.?


If your IVSC member/sponsor organisation would like to make an announcement in eNews, please email: [email protected]

Find out more about becoming a member organisation here.


Dates for your diary

Find out more about the major valuation events and conferences taking place around the world and register by clicking the links.

Does your organisation have a valuation event coming up? To list it here please email details to [email protected]



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