Episode 69: Fund Valuations with Joe Brennan, Houlihan Capital

Joining me in the Tokens of Wisdom Studio today is Joe Brennan, a director at Houlihan Capital, to discuss the intricacies of fund valuations, particularly in the context of crypto assets.

Key Points From This Episode:

• The importance of establishing proper valuation policies.
• When would a fund need specialized valuation services?
• When is the right time to engage a provider like Houlihan?
• How do they work with auditors and other fund service providers?
• How to choose the right provider?
• What can I do to make my valuation process more efficient?

Disclaimer:

This show is for informational purposes only. Nothing presented here constitutes legal, investment or tax advice. The guests that join us share their considerable fund-related wisdom, but everything they share here is their personal opinion and for educational purposes only. On this show, they are speaking for themselves, and not for their employer or any affiliated entity.

Tokens of Wisdom is produced by Dave Rothschild, partner at Cole-Frieman & Mallon LLP headquartered in San Francisco, California. For more information, visit https://colefrieman.com/

Links Mentioned in Today’s Episode:

Dave Rothschild - https://www.linkedin.com/in/davidcrothschild/

Joe Brennan - https://www.linkedin.com/in/joe-brennan-94919724/

Cole-Frieman & Mallon LLP - https://colefrieman.com/

Houlihan Capital - https://www.houlihancapital.com/

Music by Joe Ginsberg - https://www.instagram.com/thejoeginsberg

For any questions or comments, email: tow@colefrieman.com