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Speaker

James Loeber

Manager
WithumSmith+Brown

Professional Experience

  • Over six years of professional experience, including two years in investment banking and four years in valuation.
  • Specializes in complex financial instrument valuation, specifically the use of the Monte Carlo method to value convertible debt, earn-outs, warrants, PSU/RSUs, supply agreements and revenue royalty liabilities.
  • Helps clients value complex financial instruments such as convertible debt,
    earn-out, SAFE notes, options, and warrants for financial reporting purposes.
  • Assists the Firm's audit team in assessing the fair value of complex
    financial instruments for their audit clients.

Credentials/Education

  • BS, Accounting, Marist College
  • BS, Business Administration (Finance), Marist College