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Cash and derivatives trading constitute core front office activities for most leading financial services firms, and the valuation control function typically plays a critical role in controlling and supporting these activities. Valuation control teams formulate and implement valuation adjustment and price-testing policies to ensure that the valuations of positions are appropriately recorded. In addition, they are responsible for operating the controls around daily benchmark rate setting and for the quarterly submission of banks prudential valuation adjustments to financial regulators. Valuation control groups are expected to be well-versed in both the analytical and numerical techniques related to the valuation of a variety of financial instruments, including bonds, loans, and derivatives, as well as more bespoke private equity–related positions. The purpose of this webinar is to provide a broad overview of the valuation control process, including practitioner insights into best practices and current challenges.

This is an archived version of a live webinar that took place on 22 November 2017.

About the Speaker(s)

Karthik Ramamurthy

Karthik Ramamurthy heads the valuation control team at Standard Chartered GBS, Bangalore. Prior to working at Standard Chartered he worked at Goldman Sachs, JPMorgan, Barclays, and CIBC in London, covering valuation control, market risk management, and IT. In his previous role at CIBC, he was Executive Director of Market Risk Management, overseeing European risk for all asset classes. He holds a master’s degree in finance from the London Business School.

Shreenivas Kunte
Shreenivas Kunte CFA, CIPM

Shreenivas Kunte, CFA, CIPM, is a director of professional learning and advocacy at CFA Institute. In this role, Mr. Kunte contributes to thought leadership in the investment profession. He writes on investing topics in leading publications and represents CFA Institute at conferences and forums. Mr. Kunte serves as an external research scholar at the Indian Institute of Technology Bombay. Previously, he worked as the country trading strategist for Citi in Tokyo, Japan. He holds a degree in computer engineering from the University of Mumbai.