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The Valuation of Complex Financial Instruments

 

Enhance the understanding of complex financial instruments allowing for greater transparency in risk management-related processes.

As financial instruments increase in complexity, the scrutiny from authoritative bodies such as regulators and auditors also increases. Users must understand the nature of complex financial instruments, the implications of the valuation process, and the key drivers of value. Many organizations utilize complex financial instruments as part of their broader capital and risk management strategy, while many more could benefit from the exploration and use of such instruments. However, in many cases, the valuation process is not fully understood by key stakeholders, which may result in an increased strategic and operational risk to an organization. By taking a deeper dive into valuation methodologies, this presentation will help to enhance the understanding of complex financial instruments for persons involved in these types of transactions, allowing for greater transparency in risk management-related processes for key stakeholders.

Agenda

Faculty

Kevin Jarvis

Kevin Jarvis

HedgeStar

  • Senior Analyst
  • Supports HedgeStar’s primary services, including outsourced derivative valuation, hedge accounting solutions, and risk management consulting
  • Provides training sessions to clients on the topics of financial instrument valuation and the ensuing financial statement impacts
  • Has held positions with prominent organizations in the capital finance and accounting areas and has experience with financial instrument analysis, accounting, and risk management
  • M.B.A. degree in finance, Concordia University-Wisconsin Batterman School of Business; B.S. degree in finance, Concordia University-Wisconsin
  • Can be contacted at [email protected] or 952-746-6177

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