Josh Schaeffer

Managing Director, Complex Securities Valuation Practice Leader @ Equity Methods

About

Experienced Director focused on applying finance and statistical procedures to help companies with derivatives, compensation, statistical analyses, and other pressing concerns. Doctor of Philosophy (PhD) focused in Finance from The University of Chicago Booth School of Business.

Country

United States

City

Scottsdale

Industry

Financial Services

Skill

Asset Pricing, Equity Derivatives, Conference Speaking, Thought Leadership, Valuation, Financial Modeling, Investment Banking, Equities, Portfolio Management, Financial Analysis, Asset Managment, Securities, Econometrics, Economics, Business Valuation, Corporate Finance, Market Risk, Bloomberg, Capital Markets, Due Diligence

Experience

Managing Director, Complex Securities Valuation Practice Leader

Equity Methods

Phoenix, Arizona Area

Valuation and advisory related services related to complex securities including business investments, derivative securities, and employee compensation for use in financial reporting and planning.

Director

Equity Methods

2017-1 - 2022-6 · 5 yrs 6 mos

Scottsdale, AZ

We help clients model, value, and account for equity compensation instruments and other complex securities.

Director, Complex Securities Valuation Practice Leader

Equity Methods

2015-6 - 2022-6 · 7 yrs 1 mo

Phoenix, Arizona Area

Valuation and advisory related services related to complex securities including business investments, derivative securities, and employee compensation for use in financial reporting and planning.

Senior Manager

Cornerstone Research

2014-6 - 2015-4 · 11 mos

Greater New York City Area

Provided economic analysis on issues of valuation and damages for use in trial, as well as consulting. Topics of focus included shareholder loss suits, valuation of portfolios of derivatives, Mortgage backed securities, and market structure studies.

Senior Economist

Cornerstone Research

2012-6 - 2014-6 · 2 yrs 1 mo

Senior Manager

Deloitte

2009-9 - 2012-5 · 2 yrs 9 mos

Valuation specialist focusing in derivative and privately held securities, including stock options, warrants, debt agreements, convertible securities, private company capital structures, intereste rate, equity, and commodity derivatives.