Their staff was great to work with, delivering a thorough, well-written report in a timely manner, with excellent follow-up throughout.

Victoria Kaempf
Lakin Spears, LLP

Appearances

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Growth Capital Expo 2015
Apr 12-14, 2015 | Caesars Palace Resort, Las Vegas, NV

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

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Jerry A. Kasner Estate Planning Symposium
Oct 24-25, 2014 | 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
Aug 22, 2014 | 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
Aug 21, 2014 | Hotel Irvine Jamboree Center

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

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Transfers of Non-Qualified Stock Options Webinar
Jun 05-05, 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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CTI's Emerging Leaders Series
Mar 06-06, 2012 | San Diego, CA

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

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Young Tax Lawyers of the State Bar of California Taxation Section
Feb 08, 2012 | Bannan Hall, Room 139 at Santa Clara University

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.

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Heckerling Institute on Estate Planning
Jan 09-13, 2012 | Orlando, Florida

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!

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2011 ASA Advanced BV Conference
Oct 09-11, 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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IRS Valuation Summit 2011
Aug 24, 2011 | 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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The Current State of Valuation Discounts
Jul 12, 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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11th Annual Valuation of Hard-to-Value Securities and Portfolios
Jun 27-28, 2011 | New York, NY

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

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NACVA/IBA 2011 Annual Consultants' Conference
Jun 07-10, 2011 | San Diego, CA

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

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Illinois CPA Society - 2011 Business Valuation Symposium
May 09, 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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Hedge 2010
Nov 07-10, 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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Risk Magazine’s Measuring Fair Value for Illiquid Financial Instruments
Sep 12-13, 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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IRS Valuation Summit
Aug 23, 2010 | 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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NACVA and the IBA’S 2010 Annual Consultants’ Conference
Jun 01-04, 2010 |

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

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Risk and Reward
Sep 01, 2009 |

Fox News – Espen Robak, Interview

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Valuation of Hard-To Value Securities Conference
Nov 16-17, 2008 |

Financial Research Associates, LLC – Espen Robak, Speaker

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Distressed Investing Conference
Nov 13, 2008 |

Greenberg Traurig – Espen Robak, Speaker 

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PIPEs Conference 2008
Nov 11-12, 2008 |

Dealflow Media – Espen Robak, Speaker

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Hedge Funds & Alternative Investments - Summit & Exposition
Jun 15, 2008 |

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

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Hedge Fund Operations & Technology
Apr 22, 2008 | 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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The 7th Annual Industry Summit on PIPEs
Jan 28-29, 2008 |

Financial Research Associates, LLC - Espen Robak, Speaker

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Mark to Model or Mark to Market - What Hedge Funds Should Know About FAS 157
Nov 26, 2007 |

Financial Research Associates, LLC - Espen Robak, Speaker

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The 7th Annual Valuation of Hard-to-Value Securities and Portfolios - Mitigating Operational Risk Associated with the Valuation Process
Nov 14-15, 2007 | New York City

Hedge Fund Business Operations Association - Espen Robak, Speaker

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New Thinking on Discounts for Lack of Marketability
Oct 29, 2007 |

ASA 2007 Advanced BV Conference - Espen Robak, Speaker

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HTV Securities 101/102 Conference
Jul 15, 2007 |

Financial Research Associates, LLC - Espen Robal, Panelist

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