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NEW YORK, NY (June 20, 2011)– Decosimo Certified Public Accountants (Decosimo), a Top 100 accounting and business advisory firm with significant financial services and valuation experience, will be lending its leadership for valuation education targeting institutional investors and asset managers. Decosimo is providing support as silver sponsor and Principal Karl J. Jordan, CPA will chair the 11th Annual Valuation of Hard-to-Value Securities and Portfolios Conference hosted by the Financial Research Associates (FRA) on June 28-29 at New York City’s Princeton Club. Marshall Harvey, CPA•CFE, an assurance principal with Decosimo’s investment partnership specialty team, will also be presenting at the conference on the topic "Valuation Hierarchy - Defining and Clarifying ASC 820's Sophisticated Leveling Issues."
The conference will explore topics such as effective valuation practices in today's tumultuous environment; investor due diligence surrounding the valuation process; portfolio valuation and the regulatory "hot-button" issues; understanding and implementing the latest FASB changes and other key auditing standards that pertain to valuations; and defining the roles and responsibilities of the parties involved with the valuation process of complex and illiquid securities.
Karl Jordan is Decosimo’s alternative investment/hedge fund practice leader and also serves as the Director in Charge of the firm’s Grand Cayman office, Moore Stephens Decosimo Cayman Limited. He has extensive experience in providing services to financial institutions, private investment partnerships, alternative investment partnerships, hedge funds, broker/dealers, real estate companies, captive insurance, investment companies, family offices and high-net-worth individuals.
Marshall Harvey serves as one of Decosimo’s primary resources in its financial services practice. His experience with private investment partnerships/hedge funds, and venture capital entities includes traditional audit and tax services and various consulting services including assistance with entity formation, capital and fee structure alternatives and issues related to offshore accounting and tax services.
Through its highly focused conferences and seminars, FRA provides access to timely, cutting-edge information for the nation’s top executives. Decosimo consistently sponsors FRA’s educational conferences and is slated to provide support and presenters at upcoming conferences on topics including valuation for hard-to-value portfolios and hedge fund accounting.
About Decosimo:
Perennially ranked as a Top 100 accounting and business advisory Firm, Decosimo is a recognized trusted advisor in the financial services area for their domestic and international clients. With offices strategically located in Tennessee, Georgia, Alabama, Ohio and the Cayman Islands, Decosimo provides audit, tax and advisory services to clients throughout the world. As an independent firm associated with Moore Stephens International Limited, Decosimo has access to resources and professionals in 638 office locations across 97 countries. Together with Moore Stephens, Decosimo offers a global reach while maintaining a local perspective. The Decosimo Financial Services Group furnishes services to financial institutions, alternative investment funds, offshore entities, fund of funds, real estate funds, investment advisors, dealer-brokers and alternative loan and private investment groups. The Firm serves a client base that includes a variety of Funds.
Beyond tax and assurance solutions, Decosimo’s Financial Services team provides advisory services for valuation, independent due diligence and transaction services; accounting assistance with fund launches; counsel related to fund structure, fee agreements and complex tax allocation issues; advice on matters of board governance and ethics; and attestation services under the SEC Custody Rule provisions for Registered Investment Advisors. Decosimo’s full service Grand Cayman office, Moore Stephens Decosimo Cayman Limited, helps its domestic and international clients leverage the benefits of a jurisdiction without direct taxation.
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