In the News:
Pension Risk and Derivatives
(Financial Times - 3/4/05)
Non-Profit Governance
(Volunteer Center - 2/14/05)
Stock Options and Restricted Stock Valuation Issues in Divorce
(New York Bar Association -
1/26/05)
Risk Management Pensions, Endowments, and Foundations
(Investor's Business Daily -
12/3/04)
Forecasting Growth
(American Society of Appraisers - 10/8/04)
What Sets Us Apart:
Specialized valuation training
Experience and ability to handle assignments that require solid academic credentials
Ability to handle assignments that require knowledge and experience in finance, accounting, economics and statistics
No regulatory or inherent conflict of interest
Senior team members work on assignments
Disciplined, systematic approach
We would love to hear from you!
Call 203-261-5519 and ask for Dr. Susan M. Mangiero, CFA, AVA, FRM or send an email to valuationcentral@bvallc.com.
Pension Risk and Derivatives
(Financial Times - 3/4/05)
Non-Profit Governance
(Volunteer Center - 2/14/05)
Stock Options and Restricted Stock Valuation Issues in Divorce
(New York Bar Association -
1/26/05)
Risk Management Pensions, Endowments, and Foundations
(Investor's Business Daily -
12/3/04)
Forecasting Growth
(American Society of Appraisers - 10/8/04)
What Sets Us Apart:
Specialized valuation training
Experience and ability to handle assignments that require solid academic credentials
Ability to handle assignments that require knowledge and experience in finance, accounting, economics and statistics
No regulatory or inherent conflict of interest
Senior team members work on assignments
Disciplined, systematic approach
We would love to hear from you!
Call 203-261-5519 and ask for Dr. Susan M. Mangiero, CFA, AVA, FRM or send an email to valuationcentral@bvallc.com.
WAITING CAN BE COSTLY: GET VALUATIONS DONE EARLY
Getting a valuation done-regardless of purpose-requires care, time, and money. The costs incurred now are often a tiny price to pay when weighed against the expense of waiting. Yet evidence shows that some people delay hiring an appraiser until they are forced to do so, thereby giving up a golden opportunity to reduce costs, increase profitability, enhance productivity, and/or save time.
Read the full article published in Business Matters: March/April 2005
Read the full article published in Business Matters: March/April 2005
HEDGE FUNDS
Wealthy individuals, pension funds, and other types of investors are allocating billions of dollars to hedge funds as a way to diversify and possibly earn higher returns. The key is to ask a lot of tough questions about how a fund manages its risk and delivers performance. This is especially true for family foundation investors since liquidity and suitability constraints are paramount.
Read the full article published in Family Foundation Advisor: January 2005
Read the full article published in Family Foundation Advisor: January 2005
ESTATE PLANNING ATTORNEYS CITE NEED FOR MORE RIGOR
The BVA, LLC co-sponsorship of a reception for attendees at the 39th Heckerling Institute on Estate Planning gave everyone a chance to talk about regulatory and best practice updates. Attorneys emphasized the need to avoid a "cookie cutter approach," especially at a time when more than a few estate and gift tax valuations are being challenged. Several presentations addressed fiduciary risk management and ways to improve governance. The trend toward increasing scrutiny is not going away. Just the opposite is occurring. Regulators, tax authorities, shareholders, minority partners, and judges are asking tough questions about how an opinion of value is rendered and why. If you would like a valuation expert's assessment of these proceedings, please send an email to Dr. Susan M. Mangiero at smm@bvallc.com. We welcome the chance to share these ideas with you.