Monthly Archives: February 2020

Globalview Advisors Attends CFA Society of Orange County’s (CFAOC) 2020 Economic Forecast Dinner—February 26, 2020

Brian Lee, Director at Globalview Advisors, attended the 2020 Economic Forecast Dinner, hosted by the CFA Society of Orange County’s (CFAOC). The event was held at the The Pacific Club in Newport Beach on February 26, 2020. Speakers at the event included: Jeff Rosenberg, CFA, Managing Director at BlackRock, Inc.; and Ben Mandel, Economist at J.P. [...]

By |2020-05-15T18:44:55-07:00February 26th, 2020|News|

Globalview Advisors Attends Caltech’s Entrepreneurs Forum Program on “AI, Machine Learning and AI Toolboxes: New Entrepreneurial Opportunities”—February 22, 2020

Raymond Rath, Managing Director at Globalview Advisors, attended the February 22, 2020 Caltech Entrepreneurs Forum Program on “AI, Machine Learning and AI Toolboxes: New Entrepreneurial Opportunities.”  The event was held on the Caltech campus at the Cahill Center for Astronomy and Astrophysics in Pasadena. Formed in 1984, the Caltech Entrepreneurs Forum is an entrepreneurship resource of Caltech’s Office of Technology Transfer and Corporate [...]

By |2020-04-01T21:29:10-07:00February 22nd, 2020|News|

Globalview Advisors Attends Orange County Chapter Financial Executives International (OC-FEI) Dinner Meeting on “Cryoport Systems Inc. Turnaround Story”—February 12, 2020

Ms. Deepa Gupta and Joseph Hirsch from Globalview Advisors attended the Orange County Chapter of Financial Executives International (OC-FEI) Dinner Meeting held at The Pacific Club in Newport Beach on February 12, 2020. The speaker for the evening was Mr. Robert Stefanovich, Chief Financial Officer, Treasurer and Corporate Secretary at Cryoport, Inc. Mr. Stefanovich discussed how his company went “from a rudderless [...]

By |2020-04-01T00:52:35-07:00February 12th, 2020|News|

Globalview Advisors Participates in a Two-Day Level II/III Americas Exam Review Meeting in Miami, Florida—February 7–8, 2020

Raymond Rath, Managing Director at Globalview Advisors, participated in a two-day Level II/III Americas Exam Review Meeting for the CFA Institute on February 7 and 8, 2020 in Miami, Florida.  Select CFA charterholders were invited to apply to participate in the two days of meetings and Mr. Rath was among the group of qualified charterholders [...]

By |2020-04-01T19:50:46-07:00February 7th, 2020|News|

Globalview Advisors Publication in the February 2020 Issue of the Orange County Chapter Financial Executives International (OC-FEI) Newsletter on “Update on Accounting for Goodwill”—February 1, 2020

Michael Haghighat and Raymond Rath, both Managing Directors at Globalview Advisors, had their article published titled “Update on Accounting for Goodwill” in the February 2020 Issue of the OC-FEI Newsletter. The article discussed the Financial Accounting Standards Board’s (“FASB”) assessment in regards to the accounting rules for goodwill under ASC 350, Intangibles—Goodwill and Other. On [...]

By |2020-05-15T18:44:55-07:00February 3rd, 2020|News|