
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