Houlihan Capital Participates in "Valuation Issues: Trends and Best Practices" Panel
Houlihan Capital is pleased to announce our participation in Cohen & Co.’s Converge and Connect conference in Baltimore last week. Jules Pomerantz, CFO of Houlihan Capital, was invited as a guest panelist for session, “Valuation Issues: Trends and Best Practices.” Mr. Pomerantz gave insight on the importance of the following topics:
- Using an independent third-party valuation provider
- Selecting the right external valuation specialist
- The level of experience when interacting with auditors, regulators, investors and administrators
- The ability to support valuation analyses and conclusions
- Team’s capacity to meet volume and timing needs
With growing valuation needs in the digital assets industry, Mr. Pomerantz also shared our firm’s experience with common issues in the space:
- Choosing a qualified third-party valuation agent with sufficient experience and expertise
- Pre-ICO investments/SAFTs
- Updating valuation policies
For more information in regards to the topic “Valuation Issues: Trends and Best Practices,” please contact:
Monica Blocker
Vice President | Business Development
312.450.8699
mblocker@houlihancapital.com