The SEC’s recent statement highlights increased focus on private credit valuations, disclosures, and fair value practices. See the key considerations for fund managers.

Valuation Research Corp.

Charles Chen, FRM

Vice President

Specialties:

  • Complex Securities
  • Equity Compensation
  • Stock Option Plans (ASC 718)

Tel. No. (917) 338-5620

1 Pennsylvania Plaza
Suite 2130
New York, NY 10119

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Mr. Chen specializes in the valuation of stock compensation, options, derivatives, and complex securities. He has extensive experience performing Monte Carlo simulation to estimate the value of contingent liabilities.

Prior to VRC, he held positions at Royal Bank of Canada and Deloitte’s Financial Engineering & Analytics’ group.

Mr. Chen earned bachelor’s and master’s degrees in economics from York University. In addition, he is holds the Financial Risk Manager (FRM) certification from the Global Association of Risk Professionals.