Introduction to Valuation for IFMs
IFMs, and professionals seeking to strengthen their valuation expertise and mitigate risks in investment decision-making, and for anyone who wish to have a deep dive into Valuation Techniques and already have a basic understanding of Investment Funds, NAV calculation, main investment strategies and valuation concepts.
Training Objectives
Content
Main Facilitators
Geoffrey Barré
Geoffrey is Réviseur d’Entreprises in Luxembourg and gained extensive knowledge of the asset management industry through an experience of 10 years within PWC Luxembourg, performing external audit of UCITS, Alternative Funds and Management Companies.
During the last 5 years, Geoffrey completed his expertise of the Financial Sector within the Commission de Surveillance du Secteur Financier (CSSF) by carrying on-site inspections and became specialized in ESG by leading the ESG Thematic On-Site Inspection of some of the largest asset managers in Luxembourg and in contributing to the CSSF ESG Task Force.
Geoffrey holds the CFA certificate in ESG Investing.
Meryl Mettoudi
Meryl has 4 years of professional experience serving financial services firms in Luxembourg, mainly alternatives funds.
Meryl built a robust experience in auditing and supporting valuation service for a “Big Four” firm in Luxembourg.
Meryl is a Senior Consultant at HACA Partners and is mainly involved in valuation and modelling service.

