Speakers
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.
Joel Cohen
Managing Director and New York Office Leader, Stout
Joel Cohen is a Managing Director in the Disputes, Claims, & 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.
Grace Fu
Managing Director, Fund Finance, New York, ING Capital LLC
Grace Fu is a Managing Director of Americas Fund Finance at ING Capital LLC. She is responsible for transaction origination, execution, and relationship management. Ms. Fu’s clients include alternative asset management firms and financial sponsors, publicly traded investment funds, and a variety of private investment vehicles.
Sheffield Goodrich
Managing Director of Sustainability and ESG at Independence Point Advisors
Sheffield is a Managing Director of Sustainability and ESG at Independence Point Advisors. He is a sustainability leader with over a decade of experience advising clients on integrating environmental and social considerations into business strategy. He leads multidisciplinary teams delivering projects in sustainability strategy and goal setting, social impact and outcomes measurement, climate risk and decarbonization. He is focused on leveraging his sustainability experience and business acumen to integrate ESG into business strategy, M&A, and capital markets activity to reduce risk, capture value and attract investors.
Jaclyn Grodin
Counsel, Goulston & Storrs
Jaclyn Grodin is a commercial litigator representing companies, private equity firms, hedge funds, investment advisers, and individuals in disputes involving partnership and investor actions, financial fraud cases, securities-related matters, and government investigations. Jaclyn also counsels investors on diligence efforts in connection with investments in alternative assets and works with investment advisers in structuring their compliance and investor relations approaches. Read Full Bio.
Will Hafer
Managing Director, Stout
Will Hafer is a Managing Director in the Valuation Advisory group. Will aids in developing strategies for resolving value-based issues, helps implement analysis and facilitates the preparation and review of reports. Additionally, he has extensive relationships in the New York City financial sector including but not limited to private equity firms, attorneys, auditors, BDC’s, other funds, corporate officers and investment banks. Read full bio.
Chris Hagler
Partner, Head of ESG at Independence Point Advisors
From the board level, throughout the organization and down to the bottom line, Chris brings more than 20 years of business expertise when working with clients to advance Environmental Social Governance (ESG). Her work spans an organization to result in value for the company, people and the planet.
Elizabeth Kettler
Director, Stout
Elizabeth Kettler is a Director in the Accounting & Reporting Advisory practice of the Transaction Advisory group at Stout. She has over 13 years of experience in the financial services industry, working in both external audit and advisory roles. Elizabeth has experience with a variety of sectors, including banking, capital markets, wealth and asset management, insurance, and FinTech. Read full bio.
Jeremy Kim
Director of Capital Markets and Structured Credit Strategies at END-Labs
Jeremy is currently Director of Capital Markets and Structured Credit Strategies at END-Labs, where he works on projects to connect fiat-native borrowers with sources of capital from DeFi, as well as various projects to apply blockchain technologies to the securitization process beyond capital delivery.
Gunes Kulaligil
Managing Director, Stout
Gunes Kulaligil serves us as a Managing Director and co-lead of the Structured Finance Practice in the Valuation Advisory group. He has over 20 years of experience on the buy side as well as at investment banks, advising clients regarding the valuation of illiquid, distressed, and esoteric investments in connection with M&A transactions, asset sales, fairness opinions, and ongoing financial reporting. Read full bio.
Vesta Marks, CFA, CAIA
Portfolio Manager at Semper Capital Management
Vesta brings more than 20 years of experience in fixed income research, portfolio management, and trading. He has a proven track record and deep expertise in investing across the fixed income spectrum, including MBS, CMBS, CLOs, ABS, municipals, corporates, governments, and interest rate derivatives.
John Scott
Senior Director, Associate General Counsel, Litigation at Capital One
John L. Scott is a Senior Director in Capital One’s Commercial Bank Legal Department and helps manage the Commercial Bank’s litigation portfolio. John is also co-chair of the capital one legal department's DIB group. John is based in New York and has almost 20 years of experience advising corporate clients and financial institutions in a broad range of litigation-related and restructuring matters.
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.
Erik B. Weinick
Co-chair of Prvacy & Cybersecurity, Otterbourg P.C.
Erik Weinick is co-chair of the Privacy & Cybersecurity practice at Otterbourg P.C. in New York, where he also practices in the firm’s Litigation and Bankruptcy Departments. Mr. Weinick received his J.D. from Cornell Law School and his B.S. from Cornell University. He has represented a wide array of fiduciaries, commercial and financial firms, entrepreneurs, and individuals on matters including privacy/cybersecurity/cryptocurrency, bankruptcy, commercial fraud, healthcare, entertainment, and securities/commodities, with a particular emphasis on the representation of state and federal receivers. Read Full Bio.
