This is the ideal opportunity for valuation practitioners, companies, auditors, or anyone who is involved with the valuation of equity instruments for private companies. Learn More
WEBINAR OVERVIEW:
This webinar will start with an explanation of the OPM and it's use cases. Following this, we will move onto several unique situations where the model breaks down. For example, we will discuss how to deal with non-linear payout structures, external factors such as a drug approval, and transitions to a public company capital structure. We will use real world examples based on production models of each.
BV545: Beyond the OPM: Advanced Strategies for Equity Allocation
If you are a designated member of ASA, CE credit will automatically be entered into your record after you participate in the live webinar. Certificate of completion access is immediate once all required components are completed.
Presenter:
Josh Schaeffer, PhD., Managing Director | Equity Methods
Josh Schaeffer is a managing director and practice leader for Equity Methods’ valuation practice. He leads the delivery of valuation and advisory services related to complex securities. Josh works closely with finance executives across a broad array of public and private firms. His clients range from early-stage, pre-IPO upstarts to some of the largest public companies in the world. He’s a frequent presenter for the National Association of Stock Plan Professionals, the American Society of Appraisers, and other industry organizations. Prior to joining Equity Methods, Josh worked with Deloitte Financial Advisory Services and Cornerstone Research. In these roles, he focused on valuations and statistical analyses of businesses and investments for financial reporting, tax, consulting, litigation, and arbitration purposes.
Nikhil Guruji, Senior Consultant | Equity Methods
Nikhil Guruji is a Senior Consultant and brings a diverse background in quantitative finance, mathematics, and programming to the Equity Methods Valuation Services Group. Nikhil leads the valuation of various complex financial instruments such as warrants, structured products, convertible securities, contingent considerations, and interest rate-related derivative securities, along with various equity compensation instruments for ASC 718 compliance. Nikhil holds a Masters in Financial Engineering from the University of California, Los Angeles – Anderson School of Management, and a Bachelors in Electrical Engineering from National Institute of Technology, Warangal, India. He is a Certified Financial Risk Manager (FRM).
Policies: ASA's Refund and Cancellation Policy and ASA's Complaint Resolution Policy
ASA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.learningmarket.org.
