Jerry A. Kasner Estate Planning Symposium
December, 10 2015 | Santa Clara, CA
Pluris will be returning to the 10th annual Jerry A. Kasner Estate Planning Symposium this October. To set up a meeting in advance give us a call in advance at 212-248-4500.
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Valuation – It’s an Art, Not a Science: Minimizing Valuation Conflicts Involving Life Insurance Webinar
October, 8 2015 | Pacific Life Webinar
Espen Robak and Keith Buck will be on panel discussing "Valuation – It’s an Art, Not a Science: Minimizing Valuation Conflicts Involving Life Insurance"
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Subdivision Analysis in Southern California
September, 8 2015 | Hotel Irvine Jamboree Center
Steve Henry, MAI, will be moderating the Entitlement Impacts on Land Values panel.
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11th Annual Valuation of Hard-to-Value Securities and Portfolios
March, 6 2013 | New York, NY
This event will take place at the Princeton Club in New York City.
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11th Annual Valuation of Hard-to-Value Securities and Portfolios
March, 6 2013 | New York, NY
This event will take place at the Princeton Club in New York City.
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IRS Valuation Summit 2011
December, 8 2012 | Los Angeles, CA
Espen Robak will be on a panel discussing "The Value in ... Discounting Discounts - Partial interest valuations and discounts. This event will take place at the Hyatt Century Plaza Hotel.
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Transfers of Non-Qualified Stock Options Webinar
May, 6 2012 | VPS Webinar
Transfers of Non-Qualified Stock Options (NQSOs) are a growing, but still greatly underappreciated tax planning technique. Meanwhile, the methodologies and research for valuing stock options for tax purposes are both highly contentious and poorly understood in the valuation community. The methods that appraisers usually apply in the fair value financial reporting context are not applicable in tax matters. This program will discuss common terms and features of stock option plans, the how’s and why’s of transferring stock options, and the valuation of such transfers.
PANEL INCLUDES: Espen Robak, Scott Newman, Kyle Vataha, Jack Connell
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The Current State of Valuation Discounts
December, 7 2011 | San Francisco, CA
Espen Robak and Ori Bash will discuss The Current State of Valuation Discounts - How does Pluris address the most contentious tax court issues through its unique and proprietary data? This event will take place at the office of SGC Financial & Insurance Services, 3 Waters Park Dr., Suite 115, San Mateo, CA.
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IRS Valuation Summit
November, 8 2011 | Los Angeles, CA
Espen Robak will be presenting "The Value in … Discounting Discounts" – Partial interest valuations and discounts. This event will take place at the Hyatt Regency Century Plaza, Los Angeles, CA.
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2011 ASA Advanced BV Conference
September, 10 2011 | Chicago, IL
Espen Robak will be giving two presentations "Valuation of Illiquid Assets - The Latest Evidence from the Secondary Markets" and "Comparing Marketability Discount Models". This event will take place at The Palmer House Hilton Hotel in Chicago, IL.
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Illinois CPA Society – 2011 Business Valuation Symposium
September, 5 2011 | Chicago, IL
Espen Robak will be presenting "Discount for Lack of Marketability (DLOM): Valuation of Illiquid Securities and Business Interests". This event will take place at the UBS Tower in Chicago, IL.
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NACVA/IBA 2011 Annual Consultants’ Conference
July, 6 2011 | San Diego, CA
This event will take place at the San Diego Bayfront Hilton.
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Risk Magazine’s Measuring Fair Value for Illiquid Financial Instruments
December, 9 2010 | New York, NY
Espen Robak will be a presenter. This event will take place at the Downtown Conference Center at Pace University, New York, NY.
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Hedge 2010
July, 11 2010 | London, UK
Espen Robak will be presenting "New thinking on effectively valuing illiquid assets." This event will take place at the Hilton Canary Wharf, London, UK.
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The 7th Annual Industry Summit on PIPEs
April, 1 2010 |
Financial Research Associates, LLC - Espen Robak, Speaker
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NACVA and the IBA’S 2010 Annual Consultants’ Conference
January, 6 2010 |
Espen Robak, Presenter on the subject of "Marketability Discounts: The Next Revolution – The Pluris DLOM Database"
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Hedge Fund Operations & Technology
October, 4 2009 | New York, NY
Financial Technologies Forum, LLC - Espen Robak, Panelist on the subject of "Raising the Bar: More Rigorous Valuation Standards"
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New Thinking on Discounts for Lack of Marketability
May, 10 2009 |
ASA 2007 Advanced BV Conference - Espen Robak, Speaker
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Valuation of Hard-To Value Securities Conference
April, 11 2009 |
Financial Research Associates, LLC – Espen Robak, Speaker
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Hedge Funds & Alternative Investments – Summit & Exposition
March, 6 2009 |
Securities Industry & Financial Markets Association – Espen Robak, Panelist on the subject of "The Valuation Process and Transparency"
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Distressed Investing Conference
January, 11 2009 |
Greenberg Traurig – Espen Robak, Speaker
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PIPEs Conference 2008
November, 11 2008 |
Dealflow Media – Espen Robak, Speaker
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HTV Securities 101/102 Conference
March, 7 2008 |
Financial Research Associates, LLC - Espen Robal, Panelist
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The 7th Annual Valuation of Hard-to-Value Securities and Portfolios – Mitigating Operational Risk Associated with the Valuation Process
February, 11 2008 | New York City
Hedge Fund Business Operations Association - Espen Robak, Speaker
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