Appearances

Espen Robak will be joining the Growth Capital Expo as a guest speaker on "Private Stock Secondary Markets: Unlocking the Furture of Growth Capital."

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.

Espen Robak and Keith Buck will be on panel discussing "Valuation – It’s an Art, Not a Science: Minimizing Valuation Conflicts Involving Life Insurance"

Steve Henry, MAI, will be moderating the Entitlement Impacts on Land Values panel.

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

Brien Jones interviews Espen Robak for Consultants' Training Institute's "Emerging Leaders" Series.

Ori Bash will be presenting on Estate Planning Opportunities with Discounting which will provide an in-depth look at current estate planning opportunities for a variety of asset classes, securities, and corporate structures.  His discussion will also include a review of the major valuation tax court cases of 2011, as well as case studies covering valuation discounts.

Pluris will be returning to Orlando as an Exhibitor again this year.  Drop by booth #112 to say hello, or give us a call in advance at 212-248-4500 to set up a meeting.  We look forward to seeing you in Orlando!

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.

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.

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.

This event will take place at the Princeton Club in New York City.

This event will take place at the San Diego Bayfront Hilton.

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.

Espen Robak will be presenting "New thinking on effectively valuing illiquid assets." This event will take place at the Hilton Canary Wharf, London, UK.

Espen Robak will be a presenter. This event will take place at the Downtown Conference Center at Pace University, New York, NY. 

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.

Espen Robak, Presenter on the subject of "Marketability Discounts: The Next Revolution – The Pluris DLOM Database"

Fox News – Espen Robak, Interview

Financial Research Associates, LLC – Espen Robak, Speaker

Greenberg Traurig – Espen Robak, Speaker 

Dealflow Media – Espen Robak, Speaker

Securities Industry & Financial Markets Association – Espen Robak, Panelist on the subject of "The Valuation Process and Transparency" 

Financial Technologies Forum, LLC - Espen Robak, Panelist on the subject of "Raising the Bar: More Rigorous Valuation Standards"

Financial Research Associates, LLC - Espen Robak, Speaker

Financial Research Associates, LLC - Espen Robak, Speaker

Hedge Fund Business Operations Association - Espen Robak, Speaker

ASA 2007 Advanced BV Conference - Espen Robak, Speaker

Financial Research Associates, LLC - Espen Robal, Panelist