Bari Chase is the Director of the Continuing Legal Education Institute and Programs at the New York County Lawyers’ Association. She has fifteen years of experience developing programs for attorneys at all stages of their careers. Previously, she spent more than twenty years working in the legal information and technology industries, starting in the Editorial Department of Matthew Bender and Co. where she was responsible for such product lines as State and Federal Practice and Procedure, Admiralty, Immigration and Education Law.
For ten years she held various business development and acquisition positions for both Times Mirror Co., and LexisNexis, focusing on acquiring technology companies that would complement the legal content
owned by the parent companies. After leaving Lexis, Bari was involved in residential and commercial real estate, and served as an Adjunct Assistant Professor in the Business Law Department of the Peter J. Tobin School of Business at St. John’s University.
She is a graduate of Hofstra University, where she earned a B.A. degree with Honors in Political Science, magna cum laude, Phi Beta Kappa, and received a J.D. from Hofstra University School of Law.
Trisch Garthoeffner, ABV, CVA, MAFF, EA
Trisch Garthoeffner is a Certified Valuation Analyst (“CVA”) and Master Analyst in Financial Forensics (“MAFF”) through the National Association of Certified Valuators and Analysts (“NACVA”) and was recently appointed NACVA’s Florida State Chapter President. In addition she serves as a representative for the Internal Revenue Service as an Enrolled Agent (“EA”). EA’s are the only federally licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS.
She received her undergraduate degree, Cum Laude, from Franklin and Marshall College in Lancaster, Pennsylvania and attended New York University for accounting coursework. Currently, Trisch is attending Florida Atlantic University and is slated to receive her Master’s Degree in Accountancy, with a concentration in Business Valuations and Financial Forensics, in January 2017. Trisch is the President and Founder of Anchor Business Valuations, LLC (“Anchor”). Anchor is focused on business valuations for private and public companies ranging in size from $50,000 to $100,000,000 in gross revenue. The valuations that Anchor provides are used in estates and gifting, divorce, mergers & acquisitions (“M&A”), SBA loan approval, lifestyle and income analysis, shareholder disputes/oppression and business optimization planning.
Prior to founding Anchor, Trisch worked on Wall Street as a financial analyst and an investment advisor at several bulge bracket financial institutions including Merrill Lynch and Lehman Brothers. She has valued and been a transaction analyst on over 500 lower and middle market merger & acquisition transactions ranging in size from $20,000 to one billion and is a previous holder of the FINRA Series 62, 79, 7 and 63 securities licenses.
Over the past year Trisch has presented to the Collier County Bar Association, NACVA, Above Board Chamber and the American Business Women’s Association and has written several articles on the world of business valuations for various trade publications. In her spare time Trisch enjoys spending time with her daughter, running and antiquing.
Nainesh Shah, CFA, CVA
Nainesh grew up in Mumbai, India. He holds an MBA in finance from Dalhousie University, Canada, and a Bachelors in engineering from MS University, India.
A keen interest in money management led him to take a position in New York City in 1994 with Sheer Asset Management, which merged with Roosevelt Investments in 2002. As a portfolio manager and senior investment committee member at the new company, he has acted as liaison between the investment, marketing, and sales teams, and communicated portfolio designs and options to outside advisors and investors. His contributions helped grow the AUM from $1B to $6B at its peak.
As a technology thought leader, he has generated fintech motifs such as mobile wallet and robo-advising. Two of his career highlights are the subscription-based Apple valuation, which has become gold standard on Wall Street, and a unique sum-of-the-parts model for Amazon, which added a deeper level to its valuation analysis.
His core principle is “If you manage for returns, you increase risk, but if you manage for risk, you increase returns.” This he applied in the 2000 Dot-com bust, 9/11, and the Great Recession.
A Chartered Financial Analyst, Nainesh is also a member of the CFA Society NY. He has presented to several hundred audiences of financial advisors and non-profits on macroeconomic conditions, capital markets, portfolio construction, and risk management. Barron’s and Businessweek have quoted his insights into some of these topics.
Nainesh coaches people in financial need pro bono. Behavioral finance and AI are among his professional interests. His personal interests include practicing meditation, reading autobiographies, and running marathons. His wife is program coordinator for two non-profit senior centers, and their son and daughter are in college.