Business Valuation, Investment & Risk Management Expert
Mikhail Munenzon, CFA, ASA, CAIA, PRM, MIA
VALUATION, FINANCIAL MODELING & INVESTMENT MANAGEMENT EXPERT
Mikhail Munenzon is a valuation and investment management professional with extensive experience across business and asset valuation, financial modelling, investment management, trading, risk management, complex securities and financial instruments. His expertise spans tangible and intangible asset appraisal, Monte Carlo simulation, public and private securities, operational due diligence, model validation, regulatory compliance and industry and business analysis.
25+ YEARS
Experience across investment banking, investment management, valuation, trading, risk management and finance education.
VALUATION & APPRAISAL
Extensive experience valuing businesses, securities, complex financial instruments and tangible and intangible assets for litigation, transactions, tax matters, M&A and strategic purposes.
INVESTMENT MANAGEMENT
Experience in asset allocation, portfolio optimization, investment research, manager selection, trading and risk management, including work overseeing almost $1 billion of family-office assets.
COMPLEX FINANCIAL ANALYSIS
Expertise in financial modelling, forecasting, Monte Carlo simulations, derivatives, complex securities, scenario analysis and stress testing.
Overview
Mikhail Munenzon is a finance and valuation professional with over 25 years of experience spanning business valuation, investment management, financial modelling, securities, derivatives and risk management. He holds the CFA, ASA, CAIA and PRM designations and has worked across valuation advisory, investment management, systematic trading, investment banking and financial institutions. His valuation experience covers public and private securities, tangible and intangible assets, complex financial instruments and businesses, including assignments relating to litigation, shareholder and partnership disputes, M&A, tax disputes and strategic planning.\n\nMikhail has held senior positions including Founder and Managing Partner of a valuation advisory firm, Managing Director of InteleK Business Valuations & Advisory, Director at Valentiam Group, and Director of Asset Allocation and Risk at a family office overseeing almost US$1 billion in assets. His expertise also includes Monte Carlo simulation, portfolio optimisation, quantitative investment strategies, technical due diligence, model validation and risk management. He has also served as a Professor of Finance, teaching investment, valuation, markets and risk management.
Qualifications
Master of International Affairs (MIA), Columbia University, New York – Double Major: International Finance & Business; International Economic Policy. Bachelor of Science (BS), Columbia University, New York – Major:
CFA Institute, American Society of Appraisers, CAIA Association, Professional Risk Managers’ International Association, New York Society of Security Analysts and Columbia University’s Alumni Representative Committee
Expertise & Experience
Business and financial valuation; tangible and intangible asset appraisal; valuation of public and private securities; complex financial instruments and derivatives; financial modelling and forecasting; M&A and transaction analysis;
