EPISODE · Jan 22, 2026 · 17 MIN
Fund Valuation Agent - 2026 Starting A Fund
from Alt Funds Network · host Monica Blocker, Mike Schroeder, Skyler Steinke
Find us online: https://altfunds.io/ Email us with topic ideas: [email protected] Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS Google: https://bit.ly/4am9oXk 🤝Podcast Sponsor: Richey May - Fund Audit and Tax Services Richey May Website: https://richeymay.com/industries/alternative-investments/ Reach out to Steve Vlasak: [email protected] Connect with Monica Blocker: my email: [email protected] firm website: https://www.houlihancapital.com/ my linkedin: https://www.linkedin.com/in/monica-blocker-1354658b Timestamps: 00:00 Introduction and Sponsor Message 00:34 Understanding Valuation Agents 03:00 Levels of Asset Valuation 03:51 When to Engage Valuation Services 08:27 Common Mistakes in Valuation 11:43 Valuation Costs and Considerations 13:56 Nuances in Digital Asset Valuation 16:43 Final Thoughts and Contact Information Bigrock by Kevin MacLeod (incompetech.com), Licensed under Creative Commons: By Attribution 4.0 License https://creativecommons.org/licenses/by/4.0/ Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
What this episode covers
Background: Monica C. Blocker is a Director of Business Development for Houlihan Capital. Ms. Blocker has been with Houlihan Capital since 2016 and is responsible for building and maintaining client relationships within the alternative investment space. Ms. Blocker provides level III valuation services for hedge funds, private equity funds, VCs, BDCs, SBICs, ‘40 Act funds, etc. Ms. Blocker’s international client base ranges from traditional alternative investment strategies to cannabis and digital asset funds. Description: In this episode of the Alt Funds Podcast, Mike Schroeder and Skyler Steinke are joined by Monica Blocker from Houlahan to discuss the role of valuation agents in the management of alternative investment funds. Monica explains what a valuation agent does, the types of funds that benefit from their services, and the process of working with them. The discussion covers various asset levels, the importance of independent valuations, and common mistakes fund managers make. The episode also touches upon the nuances of valuing digital assets and the evolving guidelines in this space. Tune in for in-depth insights into the essential role valuation agents play in ensuring fair value assessment and compliance in fund management.
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Fund Valuation Agent - 2026 Starting A Fund
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