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Pocket MBA 2017: Finance for Lawyers and Other Professionals (SF)


Speaker(s): Anna T. Pinedo, Brandon Beal, Brooks T. Giles, Bryan Ketroser, Catherine E. Moreno, David Byrd, Greg Halm, Jeremy M. Weitz, Kenneth P. Herzinger, Liqian Jia, Marvin G. Padilla, Michael Bartuska, Michele L. Meadows, Nina L. Flax, Rajay Desai, Rex Homme, Ryan T. Miller, Seth Goldman, Torben Voetmann, Ph.D., Vidhi Kanoongo
Recorded on: Oct. 19, 2017
PLI Program #: 186978

Anna Pinedo is a partner in Mayer Brown’s New York office and co-leader of the firm’s Global Capital Markets practice. She concentrates her practice on securities and derivatives. Anna represents issuers, investment banks/financial intermediaries and investors in financing transactions, including public offerings and private placements of equity and debt securities, as well as structured notes and other hybrid and structured products.

She works closely with financial institutions to create and structure innovative financing techniques, including new securities distribution methodologies and financial products. She has particular financing experience in certain industries, including technology, telecommunications, healthcare, financial institutions, REITs and consumer finance. Anna has worked closely with foreign private issuers in their securities offerings in the United States and in the Euro markets. She also works with financial institutions in connection with international offerings of equity and debt securities, equity- and credit-linked notes, and hybrid and structured products, as well as medium term note and other continuous offering programs.

Anna regularly speaks at conferences and participates in panel discussions addressing securities law issues, as well as the securities issues arising in connection with derivatives and other financial products. She is the co-author of JOBS Act Quick Start, published by International Financial Law Review (2013; updated 2014, 2016); a contributor to OTC Derivatives Regulation Under Dodd-Frank: A Guide to Registration, Reporting, Business Conduct, and Clearing (Thomson Reuters, first ed. 2014, second ed. 2015, third ed. 2016, fourth ed. 2017); co-author of Considerations for Foreign Banks Financing in the US, published by International Financial Law Review (2012; updated 2014, 2016); Liability Management: An Overview (2011, updated 2015), published by International Financial Law Review; co-author of Structuring Liability Management Transactions (2018), published by International Financial Law Review; co-author of Covered Bonds Handbook, published by Practising Law Institute (2010, updated 2012-2014); co-author of the treatise Exempt and Hybrid Securities Offerings, published by Practising Law Institute (2009, second ed. 2011, updated 2014, third ed. 2017); and co-author of BNA Tax and Accounting Portfolio: SEC Reporting Issues for Foreign Private Issuers (BNA Accounting Policy and Practice Series, 2009, second ed. 2012, updated 2016). Anna is also a contributing author to Broker-Dealer Regulation (2011, second ed. 2012, updated 2019), published by Practising Law Institute. She co-authored "The Approaches to Bank Resolution," a chapter in Bank Resolution: The European Regime (Oxford University Press, 2016). Anna contributed to The Future of Bank Funding and Capital: Solutions for Issuers, Opportunities for Investors (IFR Market Intelligence, 2009). Additionally, Anna co-authored "The Ties that Bind: The Prime-Brokerage Regulation," a chapter in Global Financial Crisis (Globe Law and Business, 2009); "The Law: Legal and Regulatory Framework," a chapter in PIPEs: A Guide to Private Investments in Public Equity (Bloomberg, 2006); and "The Impact Security: Reimagining the Nonprofit Capital Market," a chapter in What Matters: Investing in Results to Build Strong, Vibrant Communities (Federal Reserve Bank of San Francisco and Nonprofit Finance Fund, 2017). Anna is a contributor to Practising Law Institute’s "BD/IA: Regulation in Focus" blog.

Anna has been ranked by Chambers USA as one of America's leading lawyers for Capital Markets: Derivatives and Capital Markets: Structured Products and has been recognized as a notable lawyer for Financial Services Regulation: Broker Dealer (Compliance). Chambers Global has ranked Anna as one of the world's leading lawyers (recommended in Capital Markets: Structured Products). She also is ranked as a “Market Leader” for Capital Markets in the IFLR1000 Guide to Leading Lawyers, the highest individual distinction given by the guide. Anna is ranked as a leading lawyer for Structured finance: derivatives and structured products and listed as a recommended lawyer in Capital markets: debt, high-yield debt, equity, and global offerings, and Structured finance: securitization by the Legal 500 US.


Brandon Beal is a managing director in FTI’s Corporate Finance & Restructuring practice and is based in San Francisco.  Mr. Beal has more than fifteen years of advisory and accounting experience, with clients ranging from small startup companies to Fortune 500 companies.  Mr. Beal specializes in the revitalization of underperforming companies. Mr. Beal has served as an advisor to senior management in numerous out-of-court restructurings and throughout formal bankruptcy proceedings.

His experience includes working with global companies with operations throughout Europe and Asia. He has experience in a number of industries, including software, technology, telecom, retail, real estate, manufacturing, and professional services.

Mr. Beal was recently engaged as the Interim Chief Financial Officer of an automated retail company, in which he coordinated financial reporting, led the annual budgeting process and oversaw the day-to-day accounting activities. Prior to that engagement, he led the successful reorganization of the company.

Mr. Beal led the restructuring effort and successful divestiture of four major business units of Trident Microsystems, Inc.  He advised senior management through pre- and post-petition bankruptcy processes.  He was involved in the successful Sec. 363 auction, which significantly increased recoveries to creditors.  Subsequently, he organized the wind down of 15 foreign subsidiaries.

Mr. Beal was also involved in the financial restructuring of Fairfield Residential LLC, a $3 billion multifamily housing developer/manager.  He served as a financial advisor and crisis manager throughout the restructuring.  He subsequently served as the financial advisor to the liquidating trustee.

Some of Mr. Beal’s other notable restructuring engagements include Rdio, Hawaiian Telcom, Velti, Mervyns, and Delphi Automotive.

Mr. Beal holds a M.B.A. in finance and strategy from Vanderbilt University and B.S. in accounting from the University of Southern California. He is a certified public accountant and serves on the Board of Directors of the Northern California Turnaround Management Association.


Brooks T. Giles is co-head of Katten’s Mergers and Acquisitions practice and concentrates his practice in corporate matters with a focus on private company mergers and acquisitions, venture financing and joint ventures. He handles transactions covering the life cycle of start-up ventures, from angel round financings through Series A-F rounds and beyond, up to and including, IPOs.

Brooks represents both buyers and sellers in structuring, negotiating and documenting acquisitions including stock purchases, asset sales, tax-free mergers and leveraged recapitalizations. Much of his practice focuses on representing private equity companies in purchasing privately owned businesses. Brooks also advises equity investors making investments in high-growth and entrepreneurial businesses.

Brooks manages public and private corporate finance transactions including private placements, registered and 144A debt offerings and registered equity offerings. His public company experience includes mergers, tender offers, hostile proxy contests and general corporate advice, including poison pills. He represents clients in industries such as health care technology and services, including physician groups and ancillary and outpatient services, insurance, food manufacturing and distribution, and industrial manufacturing, software and technology.

Brooks is co-author of the book Stockholders’ Agreements Line by Line: A Detailed Look at Stockholders’ Agreements and How to Change Them to Meet Your Clients’ Needs (Thomson Reuters/Aspatore Books, October 2011).


Catherine Moreno is a partner in the Palo Alto office of Wilson Sonsini Goodrich & Rosati. Catherine specializes in securities litigation and counseling, including the defense of companies and their directors and officers in class actions, derivative lawsuits, and M&A litigation. She also is experienced with internal investigations and in defending companies and individuals in SEC enforcement proceedings involving allegations of insider trading, securities fraud, and reporting violations. In addition, Catherine is experienced in a variety of commercial litigation matters and is a frequent speaker and lecturer on issues of securities fraud, accounting misstatements, and insider trading.

Catherine maintains an active pro bono practice and has been honored for her work on civil rights impact litigation.


David Byrd is a member of the FSO Assurance practice of EY in San Francisco.

David has spent 4 years in the financial services industry primarily serving asset management clients. Industry exposure includes domestic and offshore hedge funds, fund-of funds, private equity funds, venture capital firms, SEC, and CIMA registrants as well as management companies. Before working in industry, he taught for the University of San Francisco and Santa Clara University.

He received his Bachelors in Accounting from University of San Francisco and before that, a PhD in Philosophy from the University of California, Davis.

He is a Certified Public Accountant licensed in the state of California.


Greg Halm specializes in providing forensic accounting, and financial and economic consulting services related to complex commercial disputes. Mr. Halm has consulted on numerous damages analysis engagements and has provided expert testimony on damages in Federal District Court. Mr. Halm has consulted on numerous disputes related to the consumer lending industry and on other financial consulting and forensic accounting engagements involving, among other things, the valuation of businesses and ownership interests, the analysis of business models and structures, forensic analysis of complex transactions, reconstruction of financial statements, and analysis of financial models.


Jeremy Weitz is a Shareholder and Co-Chair of the Firm’s Corporate Practice Group. Mr. Weitz’s expertise covers mergers and acquisitions, private equity, publicly and privately traded securities, corporate maintenance and formation, corporate finance, and licensing. He represents clients in a variety of industries, including apparel, retail, beauty, food, entertainment, computer software, e-commerce, aerospace and defense, manufacturing, and investment banking that range in size from small start-ups to multi-billion dollar publicly traded corporations. Mr. Weitz routinely serves as outside general counsel for his corporate clients.

Mr. Weitz represents both buyers and sellers in merger and acquisition transactions. Mr. Weitz’s mergers and acquisitions practice is focused on the middle market with transaction values ranging between $10 million up to $3 billion.

Mr. Weitz routinely lectures on mergers and acquisitions and the apparel industry. He has also served as a faculty lecturer for the Practising Law Institute where he has lectured on mergers and acquisitions and financing transactions.

Mr. Weitz is also Co-Chair of the Firm’s Consumer Products’ Industry Practice Group and former Chair of the Firm’s Apparel Industry Practice Group. Mr. Weitz’s apparel industry practice includes representation of manufacturers, importers and retailers. His experience in the apparel industry includes mergers and acquisitions, finance, commercial law, financial and business planning, licensing, copyright and trademark matters and corporate law.

In the community, Mr. Weitz is the former President and current Board Member of the Apparel Industries Group for the City of Hope. He has also served as both Dinner Chair and Fundraising Chair for this group. Mr. Weitz is also a past President and board member of The Professionals Club (formerly, the Textile Professionals Club or TPC) which is a networking group for professionals from a wide range of business backgrounds, including accountants, investment bankers, commercial bankers, lawyers, property agents and developers, financial advisors, and other professionals who serve the local business community.

Mr. Weitz was selected as one of Southern California’s Super Lawyers from 2018 – 2019 and was also selected as a Southern California Rising Star from 2006 – 2008, 2013.


Rex Homme, a Partner with StoneTurn, has more than 25 years of experience. He provides clients with financial consulting and accounting advice on forensic accounting investigations, complex business litigation matters and general business-related disputes.

Rex has advised audit committees, boards, senior management and outside counsel with cases involving risk assessments, financial restatements, accounting irregularities, accounting defense, Foreign Corrupt Practices Act (“FCPA”) violations, fraud and embezzlement, and financial due diligence. These engagements have included the interpretation and application of Generally Accepted Accounting Principles (“GAAP”) in areas such as revenue recognition, reserves and allowances, intercompany and inventory. Rex has also led complex business litigation cases involving lost profits quantification, accounting guidance interpretations, partnership disputes, purchase price disputes, cash analysis, solvency matters, breach of fiduciary duty and alter ego claims.  He has also worked on several matters as the forensic advisor to the monitor on FCPA monitorships.

Prior to joining StoneTurn, Rex served for three years as a co-leader of Kroll’s Forensic Accounting and Litigation Consulting practice in Chicago. Previously, he spent nine years as a forensic accountant with Deloitte.

Rex is a Certified Public Accountant (licensed in the state of Illinois), Certified Fraud Examiner and Chartered Global Management Accountant, and is Certified in Financial Forensics.


Ryan Miller is the Managing Director at Deloitte Transactions and Business Analytics LLP (“DTBA”) in the San Francisco office.  He leads the West Coast Financial Services Business Valuation practice and has over 18 years of global financial consulting and valuation experience with public and private businesses in the U.S. and UK.

Experience

Ryan’s primary focus is in the banking and financial institution industry and has provided financial consulting, financial modeling, and valuation services to national, regional, and community banks.  He has also provided services to bank subsidiaries involved in broker dealer activities, private wealth management, mortgage origination, and insurance.  While at DTBA, he has performed valuations for mergers & acquisitions, purchase price allocations, gift and estate tax planning, litigation, fresh start accounting, and other special projects.  He has extensive experience valuing banks and other financial institutions, loan portfolios, CDI, time deposits, TruPS, FHLB advances and FDIC indemnification assets.  In addition, Ryan has also developed financial and valuation models for banks for resolution planning purposes (for both 165(d) and CIDI plans).

In addition to financial services, Ryan’s experience also includes construction materials, semiconductors, telecommunications, technology, transportation, professional services, and various specialty retail and manufacturing industries.

Certification and Licensure

Chartered Financial Analyst (CFA)

Education

Texas Christian University, BA

Texas Christian University, MBA


Seth Goldman is a bankruptcy partner in the Los Angeles office of Munger, Tolles & Olson. Mr. Goldman’s practice includes representing debtors, creditors, shareholders, independent directors and special board committees, official and ad hoc committees, investors in corporate restructurings and parties in bankruptcy-related litigation.

Mr. Goldman’s public representations include:

  • iHeart Communications in its restructuring.
  • Berry Petroleum Company LLC in its bankruptcy case.
  • Payless Holdings LLC in its bankruptcy case.
  • The Gymboree Corporation in its bankruptcy case.
  • First Lien & DIP Lender in Freedom Communications.
  • Texas Competitive Electric Holdings LLC group of companies in the Energy Future Holdings bankruptcy cases.
  • Edison International in the Edison Mission Energy bankruptcy cases.
  • Berkshire Hathaway Inc. in the Residential Capital LLC bankruptcy cases.
  • The Official Committee of Syms Equity Securities Holders in the Chapter 11 reorganization of Syms Corp./Filene’s Basement.
  • Wasserstein & Co. in the Harry & David bankruptcy cases.
  • Southern California Edison in the Calpine, A123, Cal Solar 10, and Clear Peak bankruptcy cases.
  • Pasadena Playhouse, serving as debtor's counsel, in reorganizing the more than 100-year-old cultural institution.

Mr. Goldman frequently writes and lectures on issues in bankruptcy and is a contributing author to Collier on Bankruptcy, as well as a former governor and current treasurer for the Financial Lawyers Conference.

Education

  • Harvard Law School (J.D., magna cum laude, 2002); member, Journal of Law and Technology; teaching assistant, International tax program; Addison Brown Prize, 2002
  • University of Chicago (B.A., with honors, 1994) Phi Beta Kappa


Vidhi Kanoongo is an audit senior manager in Deloitte’s San Francisco office and has also served in the New York, Boston and San Jose offices. She has more than 10 years of experience in the investment management industry and has served on financial statement audits of venture capital, private equity, fund of funds, mutual funds and business development companies.

She has extensive experience in the audit of private entities that are governed by the AICPA. Her expertise includes auditing the valuations of private companies which are based on various models.

Vidhi received a BS in Accounting from India, is a CPA, CA (Indian equivalent of CPA) and a member of the AICPA.


As comfortable arguing to a jury as he is to an appellate panel, Bryan Ketroser concentrates his practice on securities litigation, complex commercial litigation and SEC investigations.  He represents technology companies, entrepreneurs, officers, directors, employees and shareholders in high-stakes matters in California, Delaware and other courts throughout the U.S.

Prior to joining Alto Litigation, Bryan was an associate in the litigation group of Wilson Sonsini Goodrich & Rosati, and served as an Assistant District Attorney for the San Francisco District Attorney’s Office.

Benchmark Litigation has named Bryan to its 40 & Under Hot List (2018) and identified Bryan as a California Star (2019).

Education

  • Yale Law School, (J.D., 2005)
    Senior Editor, Yale Law Journal
    Submissions Editor, Yale Law & Policy Review
  • Brandeis University (B.A., summa cum laude, 2002)
    Linguistics
    East Asian Studies

Practice Areas

  • Commercial Litigation
  • Securities Litigation
  • SEC Investigations

Recent Publications

  • “10 Pitfalls For Shareholder Derivative Litigations,” Law360, November 16, 2018
  • “Demand Futility in the 9th Circuit,” Daily Journal, November 14, 2018

Professional Associations & Activities

  • Member, State Bar of California
  • Admissions:  Ninth Circuit Court of Appeals and California’s federal district courts


Dr. Voetmann is a Principal in The Brattle Group’s San Francisco office and an adjunct professor at the University of San Francisco’s School of Management. He consult on cases related to accounting, corporate finance, capital markets, financial institutions, insider trading, and internal investigations. Dr. Voetmann has testified and consulted on issues related to financial econometrics (i.e., the application of statistical methods within an economic framework), event studies, and market efficiency, damages, and materiality in securities fraud and misrepresentation cases. Dr. Voetmann has also testified and consulted on valuation issues related to mergers and acquisitions, appraisal actions, and other disputes involving valuation of private and public companies, illiquidity securities, employee stock options, and minority interests.

Dr. Voetmann has worked with multiple experts and is experienced in all phases of litigation, including deposition, mediation, arbitration, and trial. His case experience covers a range of industries, including financial institutions, consumer products, telecommunications, technology, and manufacturing. He has directed research in various prominent matters, including In re AOL Time Warner Inc. Securities Litigation, In re Xcelera Securities Litigation, Metropolitan Creditors' Trust et al. v. Ernst & Young and In re Apollo Securities Litigation.

Dr. Voetmann's securities experience includes Rule 10b-5 and Section 11/12 class actions, including those involving options and other derivative securities. In these cases, he has led large case teams that have addressed market efficiency, loss causation, and estimation of aggregate damages. His experience also includes calculating damages related to improper revenue recognition, bankruptcy, earnings restatements, material omissions, employee stock options, insider trading, private equity, and disputed merger terms. 

Dr. Voetmann has published in finance journals, including the Journal of Corporate Finance, Review of Finance and the European Journal of Finance, and has authored a chapter on event studies in Financial Modeling. He has taught undergraduate and graduate-level courses in corporate finance and security analysis at the Wharton School, University of Pennsylvania and graduate-level courses in corporate finance, managerial finance, capital markets and investment banking at the University of San Francisco.


I am a senior manager in our Technology and Consumer Business practices with over eight years of audit experience. I have extensive experience serving public companies within the Consumer Business industry; and—since having transferred to the San Francisco office in 2015—I have experience serving venture-backed growth enterprises within the Technology industry.

While on these engagement, I’ve developed a strong understanding of complex accounting issues, particularly relating to revenue recognition, stock-based compensation expense, and business combinations, as well as other highly subjective areas, including but not limited to self-insurance reserves and pension and postretirement benefit liabilities. In addition, I have experience related to the offering of securities in both the private and public markets and assisting on other SEC filings.

I am also an Engagement Quality Control Reviewer (EQCR) assistant for several other clients and enjoy facilitating audit training seminars for our young professionals, both locally and at Deloitte University.

In the last year, I have begun to advise client on technical matters which includes revenue recognition, business combinations, consolidation, leases, and many other topics to assist them in applying U.S. GAAP to their financial statements.

Industry/sector specialization   

Technology, Media, & Telecom – Technology

Consumer Business – Retail & Distribution

Consumer Business – Travel, Hospitality, & Services

Education    

Bachelor of Science in Accountancy, Marist College

Professional certifications          

Certified Public Accountant, California Board of Accountancy, 2016

Certified Public Accountant, New Jersey Board of Accountancy, 2013


Marvin is the Head of Apparel & Retail at Intrepid. He has more than 17 years of experience advising entrepreneurs and middle-market companies on mergers and acquisitions transactions and other corporate finance activities. He has led transactions in a variety of industries including apparel, footwear, beauty and personal care, branded consumer products, plastics packaging, and automotive aftermarket products.

Prior to joining Intrepid, Marvin worked at the Sage Group, where he executed advisory assignments for clients in a variety of branded consumer market segments, with a particular focus on the apparel and personal care sector. Prior to joining Sage, he worked in the Los Angeles office of UBS Investment Bank, where he focused on M&A and restructuring transactions for companies in diverse industries. Previously, he was an investment banker in New York, where he worked for Salomon Smith Barney and, subsequently, Thomas Weisel Partners.

Marvin is a veteran of the United States Marine Corps and served as an infantry sergeant in Operation Iraqi Freedom. During his free time, he loves to adventure and explore, from the beaches and rain forests of Costa Rica to the Red Fort in Old Delhi, as well as local hikes in the Santa Monica Mountains.


Michele has over 25 years of experience in providing technical accounting advisory services and Securities and Exchange Commission (SEC) reporting advice to a multinational companies and law firms.

Michele leads KPMG’s national service line focused on Restatement Services. Michele leads implementation projects and manages application issues on revenue recognition and lease accounting under both US GAAP and IFRS.

Professional and industry experience:

Michele focuses on providing technical accounting advice to her clients, primarily in the technology and consumer and industrial products sectors. She consults on structuring complex transactions and the application of accounting principles, with a focus on revenue recognition, business combination matters, lease accounting, consolidations and equity method accounting, including joint venture formations, and stock-based compensation arrangements.

Michele has extensive experience advising legal counsel, audit committees and executive management on technical accounting matters under U.S. GAAP, with an emphasis on revenue matters, in the context of both restatements and internal investigations. Michele has led numerous complex financial statement restatements, including a restatement in which errors in revenue recognition caused the restatement of over $1 billion in revenues across multiple years.

Michele frequently provide assistance to legal counsel, audit committees and executive management in responding to inquiries from or communications with the SEC’s Division of Corporation Finance and the Division of Enforcement regarding compliance with U.S. GAAP and SEC rules and regulations.

Michele has assisted in the technical accounting for a variety of complex business combinations, including a $20 billion merger in the high-technology sector. She has been involved in a variety of financial statement carve-outs, as well as post-acquisition earn-out calculations.

Michele has led large implementations of new accounting standards under U.S. GAAP and has also led IFRS conversions.

She has led the financial statement audits for a variety of multinational clients, which has provided her with considerable exposure to dealing with a wide variety of SEC reporting matters and U.S. GAAP issues.

Michele is a frequent speaker for industry, clients and internal KPMG professionals on various accounting topics including revenue recognition, business combinations, stock-based compensation, and consolidation-related matters.


Rajay is a Managing Director in the West Coast Investment Management group with over 13 years of experience. Rajay has served large public and private clients in the asset management and securities industries.  Rajay has extensive experience auditing investment funds, including mutual funds, business development companies, hedge funds, fund of funds, private equity and venture capital funds.

Rajay spent three years in Deloitte’s New York City office before transferring to San Francisco and serves as a leader in the Bay Area Investment Management Group.

Education & Certifications

  • Bachelor of Science – CPA Accounting and Finance; Minor: Mathematics
  • New York University
  • Certified Public Accountant (California)


Ken Herzinger is the Chair of the White Collar, Investigations, Securities Litigation and Compliance Group and a partner in the San Francisco office. Ken was an attorney in the Enforcement Division of the U.S. Securities and Exchange Commission prior to joining private practice. His practice focuses on SEC investigations and enforcement actions, internal investigations, securities class actions, and ERISA class actions.

Ken has 20 years of experience as a securities litigator and has handled every type of SEC investigation and securities case, including new and developing areas like cybersecurity, blockchain, cryptocurrency, and SEC BSA/AML enforcement, and more traditional matters such as accounting and financial reporting, internal control over financial reporting (ICFR), disclosure controls and procedures, the Foreign Corrupt Practices Act (FCPA), insider trading, and Dodd-Frank and SOX whistleblower retaliation claims.


Nina Flax is a Corporate & Securities partner in Mayer Brown's Palo Alto office. Her practice focuses on M&A, joint ventures, venture capital investing, commercial transactions and general corporate matters.

Lauded by clients as "incredibly gifted" (Legal 500 US), Nina represents buyers and sellers in connection with domestic and international stock and asset acquisitions and divestitures as well as mergers. She assists clients in negotiating and establishing domestic and international joint ventures and consortiums. She represents clients in connection with financing of startups as well as founds in the formation of startups and in exit transactions. Nina also counsels clients regarding commercial transactions, including intellectual property licenses, co-development agreements, application integration agreements and technology alliance agreements.

Nina represents US, foreign and multinational corporations, private equity firms and other public and private entities across a wide range of industries, including technology, IoT, SaaS, financial services, mobility, professional services, hospitality and leisure, gaming, agribusiness, and chemicals industries.

Nina is an active member of Mayer Brown’s Committee on Diversity and Inclusion and Mayer Brown’s Recruiting Committee.


Liqian is an Audit Manager at Deloitte & Touche LLP. She has 6+ years of experience in public and private investment management accounting and auditing. She currently serves various asset managers and their products, including private equity funds, hedge funds, business development company and Irish collective asset management vehicles in San Francisco. She previously served mutual funds out of Deloitte Denver office. Liqian holds a Master in Accountancy from University of Denver and dual Bachelor of Science degrees in Accounting and Finance from the Ohio State University. She is an active CPA in both state of California and Colorado.