Antonella Puca | Unicorns, fair value and interpreting PE fund performance

In Episode 51, Alex Proimos speaks with Antonella Puca, senior director at Alvarez & Marsal Valuation Services, and author of Early Stage Valuation: A Fair Value Perspective.

This episode discusses the role of the income, asset-based and market approaches for listed and unlisted companies in the current environment of elevated valuations, specific considerations for real assets and infrastructure, and the importance of reviewing subscription lines of credit and exit timing when assessing private equity performance.

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Anna Shelly on the investment opportunities of a fragmented world 

AMP chief investment officer Anna Shelley thinks that “pervasive” macroeconomic and geopolitical changes will effect markets for years to come and fundamentally alter the investment landscape for asset owners.   Speaking on the Investment Magazine CIO Series, Shelley argued that supply chain fragmentation, defence spending and the capital demands of AI are just some of

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