Oksana Westerbeke

Principal - Transaction Services, Grant Thornton

Oksana Westerbeke is a Principal in Grant Thornton's Transaction Services practice. She is also a leader of the firm's National Complex Financial Instruments Group. Mrs. Westerbeke assists clients in identifying, quantifying, and managing risk. She specializes in the valuation of debt and embedded derivatives, contingent assets and liabilities, privately held equity securities, performance and market condition options, warrants with anti-dilution provisions and other contingencies, and other complex financial instruments. In addition, Mrs. Westerbeke assists clients in the valuation of business enterprise and intangible assets. Mrs. Westerbeke is a Chartered Financial Analyst and is a member of both Member of AICPA Financial Instruments Task Force and International Valuation Council Financial Instruments Work Group.


Sessions

Introduction to valuation of employee stock compensation awards. Service, market, and performance conditions and their impact the fair value. Deeply out-of-the-money options. Size and leverage More

This section will cover different types of debt instruments (straight debt, callable debt, convertible debt, debt-like preferred stock, etc.), methodologies for developing the credit rating, More