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 [...]

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 [...]

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 [...]

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 [...]

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 [...]