With the inherent complexities of portfolio valuations, you need a place to go for answers to your questions, updates on trends, newly published guidance, changes in regulations, new financial instruments, and advancements in technology and artificial intelligence. This event’s speakers will include:
- Ryan Montoya, Director, Valuation, Vista Equity Partners
- John Hamilton, Chief Operating Officer, Turning Rock Partners
- Drew Roulo, Co-Head of Operations, Guggenheim Partners
- Alex Urdea, Managing Partner, Deep Ocean Partners
- Manish Choudhary, (moderator), Managing Director, Deloitte Financial Advisory Services
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With the inherent complexities of portfolio valuations, you need a place to go for answers to your questions, updates on trends, newly published guidance, changes in regulations, new financial instruments, and advancements in technology and artificial intelligence.
The Portfolio Valuation Forum was created for Investment managers, internal and external valuation specialists, PE/VC portfolio providers, and other professionals with direct involvement or interest in portfolio valuation topics and issues such as:
Click here to access the NASBA Sponsor Statement
Click here to access the NASBA Sponsor Statement
Ebony Clarke, Behavioral Health Director for Oregon Health Authority and previously the Director of Multnomah County Health Department, is a Licensed Clinical Social Worker (LCSW) who has 25 years of experience working in both the publicly funded and non-profit behavioral health arena influencing policy, centering the "work" in an equity and consumer lens, developing services and supports, providing leadership, organizational development, people management, and equity and inclusion. Ebony will join OHA at the end of February after working for Multnomah County since 2010, where she functioned as the Behavioral Health Director and in several other leadership positions. Before joining the county, Ebony worked as a Service Director of Child and Family Services at Lifeworks NW. In that role, she oversaw child and family outpatient mental health, prevention, and culturally specific adult mental health and addiction services.
Ebony earned a Bachelor of Arts from the University of Oregon in Community and Human Services in 1999 and her master's degree in Social Work from Portland State University in 2001. In October 2020, Ebony was appointed by Oregon Governor Kate Brown to the Oregon Health Policy Board. In April 2013, Oregon Governor John Kitzhaber appointed Ms. Clarke to the Oregon State Board of Licensed Social Workers, where she served two terms. She has also volunteered her time on the Lake Oswego School District Board Appointed Diversity, Equity, and Inclusion committee as one of the Co-Chairs. Ebony's mission is to build and support a continuum of care that yields equitable and quality services to promote individual, family, and community healing and well-being. During her time off, she enjoys spending time with her husband of 20 years, Matt, and their two sons Matteo and Miles, ages 16 and 11.
We encourage you to join using your laptop or phone video camera. An audio and/or visual warning will be provided upon entering the meeting and once recording commences. If you continue to participate in the meeting following this warning, your participation will serve as your express consent to such recording. Participant names may also be visible to all who join.
Shemia Fagan is Oregon’s 28th Secretary of State. She grew up in small Oregon towns, Dufur and The Dalles, and was raised by her single dad and two older brothers. Her public service began on her local school board. She was later elected to the Oregon House of Representatives, then to the Oregon State Senate. Secretary Fagan was a civil rights attorney before being elected to Secretary of State in 2020. She stays busy keeping up with her young children, teaching her dogs not to jump on people and being a fanatic for women’s basketball.
Alyssa Chatterjee is Oregon’s Early Learning System Director, leading the Early Learning Division (ELD) as it becomes the Department of Early Learning and Care (DELC). She sets the policy direction of the agency, which will oversee child care licensing and compliance, preschool programming, workforce development and child care assistance.
Alyssa has focused on early learning policy throughout her time working for the State of Oregon since 2012. Prior to her appointment as the Early Learning System Director in 2021, she served as Governor Kate Brown’s deputy education policy advisor, leading the pandemic response process for the child care sector. In addition to advising on early learning and child care policy, Alyssa supported the Governor’s Children’s Cabinet and served as co-convener of the Governor’s Racial Justice Council and the Council’s Education Recovery Committee.
After graduating with a B.A. in Politics from Willamette University, Alyssa was among the first employees hired at ELD. She served in a variety of roles under all previous Early Learning System Directors, beginning as the assistant to the first Director and growing within the agency as a policy advisor and legislative coordinator before joining the Office of Governor Brown. As a member of ELD’s executive team, she guided the state’s strategic planning process for the five-year statewide early learning system plan, Raise Up Oregon. In her spare time, Alyssa enjoys reading, wine tasting, and trips to the Oregon coast with her husband, Kenny, and their dog, Archie.
Robyn Crittenden is a Managing Director in Deloitte’s Government and Public Sector practice with more than 20 years of executive-level state government leadership experience. Robyn’s positions in Georgia state government have included serving as Secretary of State, Commissioner of the Department of Human Services, and State Revenue Commissioner.
During her tenure as DHS Commissioner, Robyn led the state’s work to strengthen Georgia families and protect vulnerable children and adults from abuse, neglect, and exploitation. Under her leadership, DHS did extensive work in senior services that included creating a statewide Older Adults Cabinet with Georgia’s First Lady, and addressing senior hunger, adult protective services and other home and community-based services. Her work in child support included the creation of a mobile app and significant expansion of the Georgia Fatherhood Program and Parental Accountability Courts. DHS also implemented Georgia’s integrated eligibility system which created a centralized system for the determination of benefit eligibility.
In 2018, Robyn was appointed to serve as the 28th Georgia Secretary of State. She was the first African American woman to serve as a statewide constitutional officer in the history of the state. During her term, she certified a general election, held a run-off election, and advanced discussions of a new election system.
Liesl Wendt is a Portland-native with 25+ years of cumulative experience in mission driven work from the Oregon Food Bank, City of Portland, 211, Multnomah County, United Way Worldwide and the State of Oregon. Liesl currently serves as the Deputy Director for Oregon’s Department of Human Services where she helps oversee more than 10,000 employees and five major programs across the state. Liesl’s career stands at the intersection of social justice and contemporary policy. She has a proven track record of driving meaningful change to address systemic inequalities in the nonprofit and government sector. Liesl graduated from Portland State University after studying at the Catholic University in Washington, DC with a Bachelor of Science in Sociology. When she isn’t at work, you can find Liesl climbing mountains across the Pacific Northwest or spending time with her six-year-old granddaughter.