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Lunch meeting: Josh Schaeffer, VP, Equity Methods

April 17, 2019


Event Contact

Joanne Wendler
(Meeting date is tentative) Equity Compensation Updates for 2019 and Financial Reporting for ESPPs

Speaker Information

Josh Schaeffer is a director and practice leader for Equity Methods’ valuation practice. Josh brings deep academic and practical experience in economics, finance, and statistics to a range of challenges including valuation and compensation.

Josh works closely with finance executives across a broad range of public and private firms. He leads teams in valuing instruments and designing models for a wide array of derivative securities pertaining to compensation agreements, private companies, partnerships, earnouts, and guarantees. He also helps companies assess their median employee compensation for purposes of their CEO pay ratio calculation and assists companies with assessing pay equity among other compensation issues.

Prior to joining Equity Methods, Josh worked with Deloitte Financial Advisory Services and Cornerstone Research.  In these roles, he focused on valuations and statistical analyses of businesses and investments for financial reporting, tax, consulting, litigation, and arbitration purposes.

Josh holds a BA in economics and math from the University of Rochester and a PhD and MBA in finance from the University of Chicago Booth School of Business, and aspires to visit every Major League Baseball Ballpark.

Event Details

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