Speakers

  • The Omni Hotel
  • October 15, 2019

Keynote


Robert J. Shiller
Sterling Professor of Economics, Yale University

Robert J. Shiller is Sterling Professor of Economics, Department of Economics and Cowles Foundation for Research in Economics, Yale University, and Professor of Finance and Fellow at the International Center for Finance, Yale School of Management. He received his B.A. from the University of Michigan in 1967 and his Ph.D. in economics from the Massachusetts Institute of Technology in 1972. He has written on financial markets, financial innovation, behavioral economics, macroeconomics, real estate, statistical methods, and on public attitudes, opinions, and moral judgments regarding markets.

He has been research associate, National Bureau of Economic Research since 1980, and has been co-organizer of NBER workshops: on behavioral finance with Richard Thaler 1991-2015, and on macroeconomics and individual decision making (behavioral macroeconomics) with George Akerlof 1994-2007. He was awarded the Nobel Prize in Economic Sciences jointly with Eugene Fama and Lars Peter Hansen in 2013. He served as Vice President of the American Economic Association, 2005 and President of the Eastern Economic Association, 2006-07. He was elected President of the American Economic Association for 2016. He writes a regular column "Finance in the 21st Century" for Project Syndicate, which publishes around the world, and "Economic View" for The New York Times.

Speakers


David A. Ball
Managing Partner, Cohen and Wolf

David A. Ball is managing partner of Cohen and Wolf and a principal in the firm's Litigation, Securities, and Telecommunications & Utilities Groups. Resident in the firm's Bridgeport office, Mr. Ball practices in state and federal court handling complex commercial litigation cases; shareholder and partnership disputes; business tort claims; securities fraud actions; and administrative appeals. He also litigates before the Financial Industry Regulatory Authority and has extensive experience handling arbitrations before the American Arbitration Association. Mr. Ball frequently serves as local counsel on complex litigation matters.

Mr. Ball has been recognized as a leading lawyer in Connecticut in the area of Commercial Litigation in the 2009-2018 editions of Chambers USA - America's Leading Lawyers for Business, where he has been praised by clients who state that "The quality of his work is superb, his analysis is thoughtful and he knows when to be diplomatic and when to fight."He is listed in The Best Lawyers in America©(2013-2019 editions) for his work in the area of Commercial Litigation. He is named to Connecticut Super Lawyers (2011-2018) for his work in the area of Business Litigation, and is listed as one of the Top 50 Connecticut Super Lawyers (2014-2018). He is also recognized as a "Local Litigation Star" in Connecticut by Benchmark Litigation, The Definitive Guide to America’s Leading Litigation Firms & Attorneys (2011-2019) in the area of General Commercial Litigation.

 


Thomas D. Colin
Superior Court Judge (Ret.)

Judge Thomas D. Colin (Ret.) has rejoined Schoonmaker, George & Blomberg, PC as named partner. As of April 2, 2019, the firm will be known as Schoonmaker, George, Colin & Blomberg, PC. Colin co-founded the Greenwich, Connecticut family and matrimonial law firm in 1996. He left in 2013 when he was nominated by Governor Dannel Malloy as a Superior Court Judge. He retired from that position on March 30, 2018.

During his time on the bench, Judge Colin handled family and criminal matters including the domestic violence criminal court docket. In his role on the Judicial Education Committee, Judge Colin was involved in preparing curriculum for and presented courses at the Connecticut Judge’s Institute. For most of his tenure, Judge Colin served as the Presiding Judge for the family docket in the Stamford Judicial District.

Prior to his appointment to the bench, Colin represented clients in complex child custody and contested divorce matters, including in high profile cases. Colin was the elected President of the Connecticut Chapter of the American Academy of Matrimonial Lawyers, and the Chair of the Family Law Sections of both the Connecticut Bar Association and the Fairfield County Bar Association.

 



Joseph DeCusati
Managing Director, Valuation & Litigation Support, Marcum LLP

Joseph DeCusati is a managing director in the Valuation and Litigation Support Services group. He has more than 20 years of experience providing business valuation, litigation support, and forensic accounting services.

Mr. DeCusati specializes in the fields of economic damages, commercial litigation, and business valuation. He has performed valuations of business interests for a variety of purposes including, but not limited to, family law matters, business damages, buy-sell agreements, shareholder litigation, estate and gift tax matters, buying and selling businesses, malpractice litigation, and breach of contract.

Mr. DeCusati has been qualified as an expert witness in Federal District Court and the State Courts of Connecticut and New Jersey, as well as various arbitration proceedings. He has also rendered extensive services relating to court testimony.

Carla Glass
Managing Director, Valuation & Litigation Support, Marcum LLP

Carla Glass is a managing director in the Valuation and Litigation Support Services group. Ms. Glass has more than 25 years of experience in the valuation of businesses, partnerships, debt, derivative securities, intellectual property, and other intangible assets in a wide range of industries. She has performed valuations of business interests for a variety of purposes including, but not limited to, gift and estate tax, financial reporting, employee stock ownership plans, corporate and partnership reorganizations, minority shareholder rights, bankruptcy proceedings, merger and acquisition analysis, and litigation.

Ms. Glass served as Chair of the Business Valuation Committee of the American Society of Appraisers (ASA) and Chair of the Appraisal Standards Board of The Appraisal Foundation, which is the board that promulgates the Uniform Standards of Professional Appraisal Practice (USPAP). She is a Fellow in the ASA College of Fellows (FASA), the ASA's highest mark of achievement and recognition. She was also one of eight valuation professionals who served on the Valuation Resource Group of the Financial Accounting Standards Board.

Ms. Glass has created and taught Principles of Valuation courses for the American Society of Appraisers. She is a frequent speaker on topics in business valuation to appraisal, legal, accounting, and other professional groups. During her time as Chair of the ASA's Education Committee, she headed the development, teaching, and grading of courses, seminars, and examinations for the society.

Ms. Glass has been qualified as an expert witness in Federal District Courts and the District Court of the State of Wyoming, as well as in arbitration proceedings.

Martin Magida
Managing Director, Berkery Noyes and President, Berkery Noyes Securities

Martin is a Managing Director at Berkery Noyes and President of Berkery Noyes Securities, where he primarily assists clients with raising growth capital in the debt and equity markets. He also provides M&A advisory services to companies throughout the middle market. Over a 30 year investment banking career, Martin has advised clients in the technology, media, telecommunications, financial services, healthcare, and business services industries, among others. Before joining Berkery Noyes, Martin was a Managing Director at Carter Morse & Mathias, a boutique investment bank. Prior to this, Martin was Group Head of Private Capital at Trenwith Group, the investment banking arm of BDO Seidman, where he was responsible for placing debt and equity with institutional investors. His additional experience includes the investment banking groups of UBS, PaineWebber, and Unterberg Towbin, and the brokerage group of Drexel Burnham. He was also co-founder of the Sandhurst Collateralized Return Fund, a hedge fund specializing in collateralized debt instruments.

Martin has served as a mentor at the Yale Entrepreneurial Institute, a program that helps entrepreneurs and innovators at Yale start scalable new ventures with programs, workshops, events and funding and as an Expert with the CEO Trust, a by-invitation organization and platform for CEOs who come together to help each other with camaraderie, counsel and referrals. He currently sits on the board of the Exit Planning Exchange – NYC chapter. Martin has been a director of Misonix, Inc., a publicly traded medical device company, and Investment Governance, a private information services company. He is a former member of the Darien, CT Representative Town Meeting.

Martin holds a BA in Political Science from Union College and an MBA in Finance from the Leonard N. Stern School of Business at New York University, and is a Chartered Financial Analyst.

 


Christopher G. Martin
Managing Partner, Chair of Business and Corporate Group, Martin LLP

For more than 30 years, Chris has been providing legal and business advice to growth companies and their key participants (i.e., founders, investors and senior executives). He founded Martin LLP in 1996.

Prior to such founding, Chris was with a large international law firm, and a Certified Public Accountant with two of the Big Four accounting firms of Price Waterhouse Coopers and Ernst & Young.

 


Kenneth Pia
Partner - Business Valuation Industry Leader, Marcum LLP

Kenneth J. Pia, is a partner and the leader of the Business Valuation Industry group. With more than 25 years of professional business valuation and litigation support experience, Mr. Pia has developed a national reputation working on a wide range of complex valuation engagements. He has performed valuations of businesses and partial business interests for a variety of purposes including, but not limited to, family law matters, employee stock ownership plans, business damages, buy-sell agreements, shareholder litigation, estate and gift tax matters, and buying and selling businesses.

Mr. Pia is heavily involved with the American Society of Appraisers (ASA). He is treasurer of the ASA's Business Valuation Committee, is a member of the National Business Valuation Education Committee, and teaches nationally for the ASA's accreditation program. Mr. Pia is also a charter member of the American Academy of Matrimonial Lawyers Foundation's Forensic & Business Valuation Division and was recently named to the American Academy for Certified Financial Litigators Advisory Board for New York and Connecticut.

Mr. Pia is a frequent speaker on business valuation topics on the national and local levels for numerous professional organizations, including the American Bar Association, American Institute of Certified Public Accountants, American Academy of Matrimonial Lawyers, and National Center for Employee Ownership. In addition to teaching for the ASA's accreditation program, he previously instructed for the American Institute of Certified Public Accountants' Certificate of Educational Achievement (CEA) program in business valuation. He is also an Adjunct Professor at Quinnipiac University. Mr. Pia has technically reviewed publications on divorce finance and taxation for the American Bar Association, as well as several books on business valuation. In 2007, he was appointed as one of two appraisers to the State of Connecticut's Eminent Domain Task Force, established to determine the methodologies to be used in the calculating lost intangible economic value of businesses due to the state exercising domain rights.

Mr. Pia has been qualified as an expert witness in Federal District Court and the State Courts of Connecticut and New York, as well as various arbitration proceedings. He has also rendered extensive services relating to court testimony. Mr. Pia is on the State of New York Courts' list to receive court appointments in the following counties: New York, Kings, Richmond, Queens, Nassau, Suffolk, and Westchester. He has received court appointments in New York and Connecticut.

Greta E. Solomon
Principal, Cohen and Wolf

Greta E. Solomon is a principal and chair of Cohen and Wolf's Trusts & Estates, Elder Law, and Tax Groups. Ms. Solomon has been assisting clients in the areas of estate planning, elder law, and probate administration (including estates, trusts, conservatorships, guardianships, etc.) for more than 30 years. Her in-depth knowledge of the tax codes and sophisticated estate planning techniques allows her to provide counsel on complex estate matters. Ms. Solomon also has experience in retirement planning and representing clients with regards to operational issues in connection with their defined benefit and defined contribution retirement plans. This representation includes municipalities with respect to both their union and non-union plans. She divides her time between the Firm's Bridgeport and Westport offices.

Ms. Solomon has extensive experience helping families and individuals with special needs planning, paying particular attention to the unique challenges that face these families. Her work with special needs families is aimed at protecting assets through use of special needs trusts, and includes preparing documents for guardianship, powers of attorney and others tailored to each family’s needs. In addition, Ms. Solomon assists same-sex couples and members of the Lesbian, Gay, Bisexual and Transgender (LGBT) community with their legal needs.

Ms. Solomon is a Fellow of the American College of Trust and Estate Counsel (ACTEC). She is also a member of the National Academy of Elder Law Attorneys (NAELA). Ms. Solomon serves on the executive committee of the Estates and Probate Section of the Connecticut Bar Association. She is a frequent lecturer on topics related to estate planning and special needs trusts. She regularly participates in continuing legal education programs sponsored by the Connecticut Bar Association and the Bridgeport Bar Association and was a guest lecturer at the University of Connecticut School of Law at its estate planning seminar for third-year law students. She is also a member of the Bridgeport Bar Association and once served on its executive committee.