Stout Summit: Investment Fund and Portfolio Valuation

October 27, 2020

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Welcome from the CEO and Keynote Speaker



  • Craige Stout CEO, Stout
  • Dior Ginyard


Break (featuring Sam Ryder)

1:00pm -1:15 pm

Guest Speaker:

Sam Ryder PGA Tour Professional and Stout Ambassador


Session 1: Challenges and Developments in Portfolio Valuation During the 2020 Pandemic

1:15pm - 2:15pm



The COVID-19 pandemic has had wide-ranging effects on portfolio valuation. In this session, we will review some key portfolio valuation considerations and talk through the challenges and developments regarding portfolio valuation in 2020, particularly relating to the COVID-19 pandemic.

Session attendees will be able to:

  • Understand calibration in turbulent markets
  • Analyze and compare subject company performance
  • Identify challenges with market data and trends

Participants will have the opportunity to submit questions during the webinar. In order to qualify for CPE credit,

you must participate in three interactive polls.


  • Jamie Spaman Managing Director, Stout
  • Colin Gray Managing Director, Stout
  • Bill Creamer Senior Vice President, Stout
  • Jason Levine Senior Vice President, Stout


Break (featuring Sam Ryder)

2:15pm - 2:45pm

Guest Speaker:

Sam Ryder PGA Tour Professional and Stout Ambassador


Session 2: Insolvency and Restructuring Update In The Time Of COVID-19: Sectors Impacted, Notable Filings, Issues On The Horizon

2:45pm - 3:45pm


The COVID-19 pandemic has had an unprecedented impact across the global economy. The economic

carnage has begun and will continue with an industry agnostic impact. Significant percentages of industry sectors will simply evaporate and be unable to recover from the great shutdown of the American and global economy. There have been several large bankruptcy filings and unprecedented issues that have arisen during this time period. It will be interesting to see how these overall and technical issues work out through the courts and through practice.


This panel will explore some of the most prominent issues that have arisen in this period:

  • How they have been dealt with by companies, regulators and courts
  • The impact that they have had on the market and lessons learned thus far.
  • Theories on potential impacts going forward


The panel will review several insolvencies (bankruptcy filings) that have characterized the first phase of

COVID-19 in America:

  • Notable filings
  • Industries impacted initially
  • Market reaction
  • Stakeholder review


Continuing legal education will be available for this session to eligible participants.



  • Joel Cohen, Managing Director, Stout
  • John Baumgartner, Managing Director, Stout
  • Uchechi Egeonuigwe, Associate - Bankruptcy & Corporate Restructuring, Brown Rudnick
  • Nelly Almeida, Partner, Milbank LLP


Break (featuring Sam Ryder)

3:45pm - 4:00pm

Guest Speaker

Sam Ryder, PGA Tour Professional and Stout Ambassador



Fireside Chat

4:00pm - 4:40pm


  • Kim Randolph, Managing Director, Stout
  • Rich Gotham, President, Boston Celtics


Networking Hour

5:00pm - 6:00pm

We hope you will stick around for a virtual networking hour.