Presenter Spotlight: 2021 ASA Fair Value Conference – Virtual

The conference agenda will feature presentations from nationally recognized speakers who are profession leaders, covering a range of fair value measurement and valuation topics, as well as other current and future expected trends regarding the FASB, SEC and international accounting standards.

Our current lineup includes:

Mark Shayne, ASA, CPA, ABV is a Managing Director at Empire Valuation Consultants.  Mr. Shayne has over 30 years of valuation experience, which includes the valuation and valuation supervision of over 4,000 direct and indirect investments in debt, equity, and real estate-backed assets on behalf of major alternative asset managers, family offices, and property owners worldwide for ASC 820, financial reporting, and tax planning purposes.  Mr. Shayne is a past Professor of Finance at the Gabelli Graduate School of Business at Fordham University, and a frequent lecturer on debt and equity valuation and financial reporting valuation issues.

Esther Zurba, MBA CAIA is a Director at Castle Hall. Ms. Zurba is a seasoned alternative investments practitioner with over 18 years alternative investments on both the buy and sell sides of the investor due diligence desk., and over 14 years dedicated operational due diligence. She has significant experience in global transactions (analysis, execution, and monitoring) and managing key relationships and extensive experience with identification and remediation of material operational risk issues at global asset managers.

Craig TerBoss is a Principal in the Corporate Finance Group for EisnerAmper with nearly 20 years of experience providing valuation services to public and private clients. Mr. TerBoss’ depth of experience is an expert in fair value measurement issues for audit engagements, including allocation of purchase price, goodwill impairment, corporate strategic and tax planning, corporate transactions (e.g., mergers, acquisitions), litigation and arbitration. Craig serves as an instructor for EisnerAmper University and has presented, as well as served as panel member, to industry associations regarding valuation issues for alternative asset investments.

John J. “Jack” O’Brien counsels registered and private funds and fund managers in connection with organizational, offering, transactional, and compliance matters. He regularly works with a variety of different fund structures, including open-end and closed-end funds, exchange-traded funds, and hedge funds. He also counsels investment adviser and broker-dealer clients on various matters, particularly with respect to registration and disclosure, marketing regulations, pay-to-play issues, and transactions in exchange-traded funds.

Jose Echaniz has been a managing director for Davidson Kempner Capital Management LP for over 10 years and has worked in the industry for over 20 years. After graduating from Universidad Autónoma de Madrid, Mr. Echaniz became a Certified Public Accountant.

Myron Marcinkowski, ASA, CEIV, is Managing Director in Valuation Advisory Services at Duff & Phelps. He has over 33 years of experience in valuation and financial advisory services and has prepared numerous valuations for businesses, securities and tangible/intangible assets for various purposes. He also has appeared as an expert witness, presented and instructed on valuation, and served as a congressional committee advisor. Mr. Marcinkowski has been a designated member of ASA for 27 years and also is a holder of the Certified in Entity and Intangible Valuations™ (CEIV™) credential. 

Ryan E. Marren, CFA, ABV, CEIV serves as KPMG‘s National Leader, Valuation Services. She is a Principal in KPMG’s Tysons Corner, VA office and also leads the broader Economic & Valuation Services local practice. Ms. Marren delivers valuation consulting services to public and large private companies, has experience across a variety of industries, and specializes in business and intangible asset valuation services for tax, financial reporting, and merger and acquisition purposes with over 19 years of experience. She has performed purchase price allocations, tax valuations, goodwill impairment tests, financial modeling, EPS accretion-dilution analyses, fresh start accounting, and synergy assessments, as well as conducted engagements involving valuation of the numerous intangible assets.

Leigh Miller, Global Valuation, Modeling & Economics Leader at EY. He has over 30 years of experience in leading local and national VME practices and assisting EY clients with complex valuation issues, performing valuations of intangible assets, financial instruments and closely-held business interests for a variety of purposes including financial reporting, buy- and sell-side acquisition analyses, estate and gift tax purposes, income tax purposes and litigation support. 

Manish Choudhary, CFA, ASA is Partner at Deloitte and has supervised and performed diverse valuation engagements for more than 20 years, involving intangible assets, equipment, facilities and business enterprises. Mr. Choudhary manages and performs valuation studies in a variety of industries including technology, telecommunications, media, consumer business and manufacturing for financial reporting purposes including purchase price allocations, impairment analyses, and portfolio valuations; mergers and acquisition analyses; tax and regulatory compliance; buy-sell agreements; dispute resolution; bankruptcy re-organizations and strategic financial planning.

Adam Smith, ASA is a Managing Director at PricewaterhouseCoopers with nearly 20 years of valuation experience. He has performed valuations of businesses, business interests, intangible assets, economic damages, derivatives, and lost profits. Mr. Smith’s experience includes preparing valuations for a wide range of purposes including financial reporting, litigation support, corporate planning and consulting, mergers and acquisitions, estate and gift tax reporting, and employee stock ownership plans. 

Harris Antoniades, PhD, CFA is a Managing Director in the Stout Risius Ross with over 15 years of experience in the industry. Harris has an extensive corporate finance background, with emphasis in business and securities valuations, real options and derivative valuations, and risk management issues. His expertise also includes broad experience in the field of valuation and mergers & acquisition.

PJ Patel, ASA, Co-CEO is the Senior Managing Director of Valuation Research Corporation and is a member of our board of directors. Mr. Patel specializes in the valuation of businesses, assets and liabilities for financial reporting purposes, and holds the designations of chartered financial analyst (CFA) and accredited senior appraiser (ASA). In addition, he is a frequent presenter on valuation issues for financial reporting purposes and has recently presented on valuation issues relating to ASC 805, ASC 350/360 and ASC 820. Mr. Patel is an active member of the AITF and he is a member of the Appraisal Foundation’s Working Group preparing an industry Practice Aid for valuing customer related assets.

Melissa Pinto is a Partner at Ernst & Young with over 15 years in M&A, corporate finance and valuation consulting, serving the financial services sector. Ms. Pinto’s specialties include: strategic finance and valuation advisory to the insurance and asset management sectors for M&A, tax and financial reporting related matters. Specialist in Section 280G tax valuations of covenants not-to-compete across various industries.

Madhavi (Maddy) Karkala is a Senior Manager at Deloitte is an experienced valuation professional in business valuation, intangible asset valuation, stock compensation awards, debt, and loan receivables for financial reporting as well as tax planning purposes. Her experience includes financial planning and analysis; mergers and acquisitions; tax planning and compliance; financial reporting; restructuring; and strategic planning. Ms. Karkala perform valuations of business entities, private equity portfolios, intangible assets, common and preferred stock and other securities along with partnership interests, private debt instruments, and derivative products.

Mohini Singh, ACA, is Director of Financial Reporting Policy for the CFA Institute. She has over 30 years of experience with a present focus on representing membership interests regarding financial reporting proposals of the IASB, FASB and other regulators, as well as serving on the IAASB consultative advisory group, The IESBA consultative advisory group, and the XBRL US data quality committee. Prior to joining CFA Institute, Ms. Singh served as a Policy Advisor for the Institute of International Finance, General Manager and Financial Controller of Disha and an audit manager at KPMG; as well as serving on the Board of Directors of XBRL International.

Mark Zyla, ASA, is Managing Director of Zyla Valuation Advisors LLC. He has over 35 years of experience in business valuation and litigation services, with a particular focus on valuation issues in financial reporting, litigation consulting and valuation issues in tax reporting requirements. He is a frequent presenter, author and instructor on valuation issues. Mr. Zyla has been a designated member of ASA for 29 years, an active volunteer and currently serves on ASA’s Business Valuation Discipline Committee as a Member At-Large. 

Roger Grabowski, FASA, Managing Director at Duff & Phelps. He has over 40 years of experience in valuation services, and has directed valuations of businesses, interests in businesses, intellectual property, intangible assets, real property and machinery and equipment, as well as been recognized in various courts as an expert on matters of solvency, the value of closely held businesses and business interests, valuation and amortization of intangible assets and other valuation issues. Mr. Grabowski has been a designated member of ASA for 43 years. 

Don’t miss ASAs interactive virtual event for fair value professionals! Our virtual ballroom will offer tables of 2, 4 or 6 attendees, allowing you the ability to connect in a variety of group settings.

REGISTER NOW online or call (800) 272-8258.

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