Private Equity and Venture Capital Conference

William J. Delmage is an Assistant Regional Director in the SEC’s New York Regional Office’s Investment Adviser/Investment Company examination program. He started his career with the New York Regional Office as a Securities Compliance Examiner in 1990. He was promoted to Branch Chief in 1995 and to his current role in 2002. He has a BBA from Bernard M. Baruch – City University of New York in Finance & Investments.<?xml:namespace prefix = "o" ns = "urn:schemas-microsoft-com:office:office" />

Michael has been with Grant Thornton for over 14 years. He has been an audit partner for 9 years, and has served as the National Asset Management sector leader for approximately 4 years. Michael has over 19 years of experience in public accounting, and extensive expertise working with private and public companies. He oversees asset management industry strategy and business development in the firm’s primary US markets, including New York, Chicago, Boston, San Francisco, Florida, Dallas, and Philadelphia. Michael is a critical resource for the firm, and is recognized as an industry expert for accounting, auditing, financial reporting, internal control, risk management, regulatory, and operational issues impacting alternative investments. His former and current clients include hedge funds, fund of funds, private equity funds, venture capital funds, clearing and introducing brokers, mutual funds, exchanged-trade funds (ETFs), unit investment trusts (UITs), public global diversified holding companies, registered investment advisors and other alternative investment vehicles.

Craig Ter Boss, CFA, Director, EisnerAmper LLP, has more than 16 years of experience providing valuation services to public and private clients. He delivers services across a range of industries including consumer products, apparel, technology, business services, financial services, manufacturing, media, retail and health care.  Types of engagements include allocation of purchase price, goodwill impairment, corporate strategic and tax planning, corporate transactions (e.g., mergers, acquisitions), litigation and arbitration.<?xml:namespace prefix = "o" ns = "urn:schemas-microsoft-com:office:office" />

David Larsen is a managing director in the San Francisco office of Duff & Phelps and part of the Portfolio Valuation service line. He has more than 34 years of transaction and accounting experience. He specializes in fair value accounting issues, and specifically in valuation, accounting, and regulatory issues faced by Alternative Asset managers and investors. David advises leading Private Equity Managers and Institutional Investors and has advised numerous strategic and private equity acquirers in all areas of mergers, acquisitions, joint ventures, divestitures and valuation related maters. He provides valuation policy and process assistance to a number of the world’s largest institutional limited partner investors and some of the world’s largest alternative Investment managers. David is an advisor to and has served as Vice Chair of the International Private Equity and Venture Capital Valuations Board (IPEV), which in 2015 released updated International Private Equity Valuation Guidelines and serves as a member of the American Institute of Certified Public Accountants (AICPA) PE/VC Practice Guide Task Force. David has served as a special advisor to the Institutional Limited Partners Association; board member, project manager and technical advisor to the Private Equity Industry Guidelines Group and was instrumental in developing and drafting the Private Equity Industry Guidelines Group’s Valuation and Reporting Guidelines; member of the Financial Accounting Standards Board’s Valuation Resource Group responsible for providing the Board with input on potential clarifying guidance on issues relating to the application of the principles of FASB ASC Topic 820 (formerly SFAS No. 157), Fair Value Measurements and a member of the AICPA Net Asset Value Task Force. Prior to joining Duff & Phelps, David was a Partner in KPMG LLP’s Transaction Services practice, where he was the segment leader of KPMG’s U.S. Institutional Investor practice. He served 13 years in KPMG’s Seattle, Düsseldorf and Prague audit practices prior to moving full time to advisory work. David received his M.S. in accounting from Brigham Young University’s Marriott School, his B.S. in accounting from Brigham Young University. He is a certified public accountant licensed in California and Washington. David is also a member of the AICPA and the California and Washington Society of Certified Public Accountants and is a FINRA Series 7, 24 and 63 registered representative.

Dr. Ma is a Managing Director and Global Head of Houlihan Lokey’s Portfolio Valuation and Fund Advisory Services practice. She works primarily with private equity funds, hedge funds, venture funds, business development companies, and corporate clients. Dr. Ma has extensive experience in valuing illiquid and complex securities across capital structures, industries, and geographies. She advises senior fund management in establishing best-in-class valuation policies and procedures. Dr. Ma is based in the firm’s New York office. Dr. Ma has extensive training, academic expertise, and trading experience in commodities, derivatives, securities, foreign exchange, fixed incomes, structured transactions, hedging strategies, and risk management issues. She has served as a consulting and testifying expert for the SEC on various fund- and valuation-related matters. Dr. Ma is a member of Houlihan Lokey’s Management Committee; Diversity, Equity, and Inclusion Council; and Technical Standards Committee. Externally, she is on the board of Managed Funds Association and the International Valuation Standards Council. Dr. Ma is a Fellow of the Royal Institute of Chartered Surveyors and also holds the designation of CFA and obtained her CPA license (now inactive) in the state of Colorado. She was featured in The Hedge Fund Journal’s “50 Leading Women in Hedge Funds 2020.” Prior to joining Houlihan Lokey, Dr. Ma was a Partner at Ernst & Young, directing various high-profile hedge fund restructuring assignments. She also worked as a derivatives trader for a global commodity house and an adjunct professor at Columbia Graduate School of Business. Dr. Ma holds a B.S. in Accounting from Indiana University and a Ph.D. in Finance from Columbia University. She has published numerous articles on valuation, derivatives, and risk management and co-authored a college textbook on derivatives. Dr. Ma is a frequent speaker in industry conferences and is a board member of PENCIL, a New York City-based charity connecting underserved public school students to business community.

Deborah Prutzman, JD, is the Chief Executive Officer of the Regulatory Fundamentals Group LLC. She has an exceptionally wide-ranging and deep background in the domestic and international financial services industry, and has hands-on experience in regulatory risk management and corporate governance. She has earned a reputation for helping financial institutions thrive despite difficult business circumstances.

Andrew Gulotta is a Vice President focused on origination, due diligence, and project management for SixPoint Partners. He also advises clients on structuring and executing secondary transactions and covers private equity secondary investors. He graduated summa cum laude and Phi Beta Kappa from Washington & Lee University with a Bachelor of Arts in Politics and Classics. He is a General Securities Representative (Series 7, 63, 79), registered with FINRA.<?xml:namespace prefix = "o" ns = "urn:schemas-microsoft-com:office:office" />

Christina K. Catalina, CPA, is a Partner in Marcum LLP’s Technical Review and Quality Control Group, is currently specializing in the investment companies industry, and is a leader in the firm’s Alternative Investment Group’s Quality Control Department. She provides QC technical assistance in complex accounting areas such as fair value measurements, revenue recognition, purchase accounting, lease accounting, and foreign currency translation and reporting. She also reviews audit documentation for private and SEC reporting companies, and assists with merger and acquisition write-ups, reverse merger deals, and corporate finance transactions. She is a member of the AICPA and the NYSSCPA, where she was Past Chair of the Investment Companies Committee.

John J. Ferro, CPA/ABV, CVA, is a National Managing Partner for the Valuation Services Practice at Grant Thornton LLP. He has more than 29 years of valuation, investment banking and litigation consulting experience. Before joining Grant Thornton, Mr. Ferro founded the investment banking practice at FTI Consulting. <?xml:namespace prefix = "o" ns = "urn:schemas-microsoft-com:office:office" />

Grant Rapaport, CPA, CA(SA), is a Senior Manager in office of Grant Thornton, where he has over six years of professional audit experience in the Private Equity and Hedge Fund industry. Prior to that he worked for Grant Thornton’s South African office in the broader commercial-industrial area in addition to financial services clients.  He has both private and SEC company experience. <?xml:namespace prefix = "o" ns = "urn:schemas-microsoft-com:office:office" />

Maury Cartine is a Managing Director at Prospect providing tax and related services to the Prospect team. Prior to joining Prospect, Maury served as the Partner-in-Charge of the NYC Tax Department and the Partner-in-Charge of the Alternative Investment Group Tax Department at Marcum, LLP. Before joining Marcum, he was the Principal-in-Charge of the worldwide tax practice at Rothstein, Kass & Company, PC and a member of the executive board. Maury started his career at an Internal Revenue Agent advancing to the role of classroom instructor and reviewer of income tax audits. He completed his military service as an Officer in the United States Army Reserve and the New Jersey Army National Guard. Maury received a BS degree from Seton Hall University and a JD degree from Seton Hall University School of Law. He is a Certified Public accountant in New Jersey and New York. Maury is also a member of the New Jersey Bar.

Ron S. Geffner, JD, is a Partner and member of the Executive Committee and also oversees the Financial Services Group of Sadis & Goldberg LLP.  He regularly structures, organizes and counsels private investment vehicles, investment advisory organizations, broker-dealers, commodity pool operators and other investment fiduciaries. He also routinely counsels clients in connection with regulatory investigations and actions.  He provides legal services to several hundred hedge funds, private equity funds and venture capital funds organized in the United States and offshore.<?xml:namespace prefix = "o" ns = "urn:schemas-microsoft-com:office:office" />