Professional and efficient, their proprietary model yielded a thorough and well documented valuation of my student loan auction rate security portfolio...

Bryan Rivers
The Seibels Bruce Group, Inc.

Articles

March 09, 2008
March 10, 2008 A FIRST STAB AT SECOND OFFERS - Barry Silbert started listing failed auction-rate secu... more
November 30, 2007
We could chalk it up to the luck of the draw or extraordinary skill in the courtroom.  Either way, the victory by the taxpayers David Litman and Robert Diener in Litman v. United States on Aug. 2... more
November 29, 2007
The impact on valuations from proposed changes to Rule 144 is uncertain, but reductions in illiquidity discounts are expected.  When rule 144 was introduced in 1972, it helped reduce the uncertai... more
November 18, 2007
WASHINGTON (HedgeWorld.com)—The Securities and Exchange Commission voted unanimously on Thursday [Nov. 15] to change the rules that govern public resale of restricted and control securities, a move ... more
November 07, 2007
Even after a tumultuous summer, valuation remains a work in progress for many managers, but with new regulations and rising pressure from investors, experts say the outlook is improving. ... more
October 24, 2007
Professors Nicolas Bollen and Veronika Pool researched why hedge fund managers seemingly lean to the upside when placing value on their underlying assets – in turn both boosting and smoothing mo... more
September 30, 2007
Are estate planners shortchanging their clients by applying obsolete and inappropriate valuation rules that overvalue transferred stock options? Regardless of how you feel ab... more
August 31, 2007
Proposed reductions in the holding periods for Reg 144 restricted securities will likely shrink pricing discounts significantly only on the most volatile and thinly traded issues. A pro... more
August 13, 2007
In the ongoing debate over how to unravel unnecessarily complicated accounting rules, nobody wants to hit the "delete" key for valuation standards. Instead, much of the market is cry... more
August 05, 2007
US regulator the Securities and Exchange Commission last week approved the launch of Nasdaq’s Portal Market Trading System for Rule 144a securities, despite concerns raised by in... more
July 31, 2007
Uncertainty over the future of applying “blockage discounts” when valuing thinly traded securities needs to be resolved urgently if firms are to meet the deadline for compliance wi... more
July 31, 2007
After meeting three times to discuss their joint project on Business Combinations (Applying the Acquisition Method), both the FASB and IASB (the Boards) have decided that no new issues or concerns wou... more
July 09, 2007
Valuation expert observes "staggering amount of inconsistencies in how hedge funds mark their portfolios," warns "NAV valuations may be all wrong," publishes White Paper ... more
April 30, 2007
The SEC's interpretation of Rule 415 is forcing PIPE investors to prepare for the possibility that they'll be stuck with restricted shares longer than they had planned.  Unfortunately, outside of... more
April 25, 2007
Until now, many hedge fund managers have used methods to value restricted securities that are a step above reading tea leaves or picking numbers out of a hat. However, new standards should result in m... more
March 11, 2007
Private equity's debate over fair value accounting refuses to die. It was sparked anew last September, when the Financial Accounting Standards Board (FASB) issued SFAS 157, clarifying its definition a... more
February 20, 2007
As Zions Bancorp prepares to introduce a new financial instrument to let the open market establish an expense value for employee stock options, the market itself is watching with guarded optimism. ... more
January 31, 2007
Tax cases offering guidance on the valuation of restricted securities are few and far between. The U.S. Court of Appeals for the Ninth Circuit in its 1998 McClatchy decision1 treated the shares of an ... more
December 31, 2006
The starting point for any analysis of the discount for lack of marketability (DLOM) should be the best available evidence—and this has traditionally been the restricted stock data, which provid... more
December 31, 2006
This issue is addressed by Espen Robak, President of Pluris, in the cover story of Valuation Strategies (January 2007).  “Lemons or Lemonade?  A Fresh Look At Restricted Stock Discount... more
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