4 Slides
NoteAccess & copyright
All session slide decks are © Samir Asaf 2026. Watermarked PDFs are provided for student use within this course. Redistribution requires written permission.
Click any link in the PDF column to view or download that session’s deck.
The 32 session slide decks are listed below in course order. Each PDF is watermarked and view-enabled with printing permitted; editing is disabled.
| # | Session title | Unit | |
|---|---|---|---|
| 1 | Course Intro · Why Private Market Valuation Is Broken | 1 — Why DCF Fails | Download |
| 2 | The Three Structural Failures · LA-CAPM | 1 — Why DCF Fails | Download |
| 3 | The Liquidity Illusion · Secondary Market Evidence | 1 — Why DCF Fails | Download |
| 4 | The OU Process for Liquidity (Intuition Only) | 1 — Why DCF Fails | Download |
| 5 | Term Structure of Private Capital Returns | 2 — What’s Wrong & What to Measure | Download |
| 6 | IRR · The Internal Rate of Return Problem | 2 — What’s Wrong & What to Measure | Download |
| 7 | PME · LA-IRR · LA-PME | 2 — What’s Wrong & What to Measure | Download |
| 8 | What a Correct Theory Must Deliver | 2 — What’s Wrong & What to Measure | Download |
| 9 | Midterm Review | 2 — What’s Wrong & What to Measure | Download |
| 10 | Midterm Exam | 2 — What’s Wrong & What to Measure | Download |
| 11 | Exit Timing · The Trapped Investor Problem | 3 — Decisions Under Stochastic Premium | Download |
| 12 | The Exit Boundary \(L^*(t)\) — Numerical Examples | 3 — Decisions Under Stochastic Premium | Download |
| 13 | Liquidity Traps · Historical Performance of GE-LAV | 3 — Decisions Under Stochastic Premium | Download |
| 14 | Portfolio Construction · Liquidity Hedge Demand | 3 — Decisions Under Stochastic Premium | Download |
| 15 | Pacing · Tactical Allocation · Stress Scenarios | 3 — Decisions Under Stochastic Premium | Download |
| 16 | Regulatory Implications · Crisis Dynamics | 4 — Regulatory & Platform Implementation | Download |
| 17 | The GE-LAV® Platform — Architecture, Data, Calibration | 4 — Regulatory & Platform Implementation | Download |
| 18 | Platform Demo · Historical Validation | 4 — Regulatory & Platform Implementation | Download |
| 19 | Brownian Motion · Itô · OU (Concepts Only) | 5 — Mathematical Intuition Bridges | Download |
| 20 | Stochastic Control · HJB Equation (Concepts Only) | 5 — Mathematical Intuition Bridges | Download |
| 21 | Mean-Field Games (Concepts Only) | 5 — Mathematical Intuition Bridges | Download |
| 22 | Fokker-Planck · Master Equation (Concepts Only) | 5 — Mathematical Intuition Bridges | Download |
| 23 | The LAV Operator · GE Equilibrium · Market Clearing | 5 — Mathematical Intuition Bridges | Download |
| 24 | Jensen Bias · Pigouvian Tax · Welfare (Synthesis) | 5 — Mathematical Intuition Bridges | Download |
| 25 | Split Track — PE Buyout Workshop / Full HJB Derivation | 6 — Split Track (T1 / T2) | Download |
| 26 | Split Track — VC & Secondaries / McKean-Vlasov MFG Proofs | 6 — Split Track (T1 / T2) | Download |
| 27 | Split Track — Infrastructure / Fokker-Planck & Master Eq | 6 — Split Track (T1 / T2) | Download |
| 28 | Split Track — Private Credit / GE Equilibrium Existence | 6 — Split Track (T1 / T2) | Download |
| 29 | Split Track — Digital & Climate / Jensen + Pigouvian Proofs | 6 — Split Track (T1 / T2) | Download |
| 30 | Project Draft Workshop · Valuation Hierarchy Proof (T2) | 6 — Split Track (T1 / T2) | Download |
| 31 | Research Frontiers · Course Synthesis | 6 — Split Track (T1 / T2) | Download |
| 32 | Capstone — Project Presentations | 7 — Capstone | Download |