SPEAKERS

Stout Summit: Investment Fund and Portfolio Valuation

October 27, 2021

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Ritesh Bansal
Senior Director, RSM Canada, LLP
Ritesh has over 15 years of financial advisory and auditing experience including RSM, a major Canadian Bank and Big Four accounting firm. Ritesh assists clients in addressing technical accounting challenges including debt and equity financing transactions, current expected credit losses (CECL), compensation related transactions, financial asset impairment, business combination, fair value and revenue recognition considerations. Read full bio.

Brian Barnthouse
Director, RSM US, LLP
Brian has broad industry exposure to middle market businesses, both public and private. Brian has conducted numerous valuations for a variety of purposes, including strategic planning, gift and estate tax matters, financial reporting and litigation support. His experienced includes the valuation of business enterprises and securities, such as equities, debt, preferred stock, and options. He also has extensive experience valuing intangible assets for financial reporting and tax purposes. Read full bio.

Justin Burchett
Managing Director, Stout
Justin Burchett is a Managing Director in the Complex Securities & Financial Instruments practice. He is based in the New York office. Justin focuses on expanding Stout’s financial services industry capabilities by delivering valuation opinions and related advisory services to a variety of client types. These include corporations, hedge funds, private equity funds, asset managers, banks, insurance companies, real estate investment trusts, specialty finance companies, and government agencies. Read full bio.

Brooke D. Clarkson
Partner, Foley & Lardner LLP
Brooke D. Clarkson is a partner and litigation attorney with Foley & Lardner LLP. Brooke’s practice focuses on representing public companies and their officers and directors, audit firms and their partners and other entities and individuals in investigations and proceedings involving the Securities and Exchange Commission (SEC), Public Company Accounting Oversight Board (PCAOB), Financial Industry Regulatory Authority (FINRA) and other government and non-government agencies and in private litigation. Read full bio.

Joel Cohen
Managing Director, Stout
Joel Cohen is a Managing Director in the Disputes, Compliance, & Investigations group in the New York office. He has a B.A. in Economics (Accounting Focus) from Rutgers University. Joel has over 17 years of experience in the dispute, forensic, and insolvency practice areas, most specifically focused in the financial services and asset management industries. Read full bio.

Nick Morgan
Partner, Litigation Department, Paul Hastings LLP
Nicolas Morgan serves as the Office Chair of the firm's Los Angeles litigation practice and is a partner in the Investigations and White Collar Defense practice. He focuses his practice on complex securities litigation in state and federal courts and representations involving government investigations and white-collar crime allegations levied against individuals and businesses. Read full bio.

William Pierce
Managing Director / Chair, Valuation Committee, White Oak Global Advisors
William Pierce serves White Oak as Head of Risk Management. He was previously a Partner and Head of Professional Services at Fascet, LLC, a software and consulting firm serving the investment management industry. He started his career in research sales focusing on derivative strategies for Susquehanna International Group. Read full bio.

Jamie Spaman
Managing Director, Stout
Jamie Spaman is a Managing Director in the Valuation Advisory Group. He has over ten years of experience providing valuation services and financial opinions to private equity, corporate, venture capital, and commercial banking institutions. Read full bio.

Richard Strohmenger
Legal Counsel, Värde Partners 
Based in New York, Richard joined Värde in January 2020. Prior to joining Värde, Richard was the Head of Alternatives Legal at AllianceBernstein. Previously, Richard was an Associate at the law firms of Haynes & Boone and Tannenbaum Helpern Syracuse & Hirschtritt in New York. Richard received a B.A. from the University of Pennsylvania and a J.D. from Fordham University School of Law. Read full bio.

Jeremiah Williams
Partner, Ropes & Gray
Jeremiah Williams is a partner in Ropes & Gray’s litigation and enforcement practice group, focusing on securities and futures enforcement. In his capacity as a litigator and former government enforcement attorney, Jeremiah has represented and prosecuted individuals and organizations in the financial services industry in both the private and public sectors. His practice focuses on defending entities and individuals in civil and criminal government investigations. Read full bio.