Advisory Board

Christopher Kingsman

Christopher started his career at Fidelity International- London, where he worked till 2002, before setting up and managing a hedge fund till 2005. He currently works with a private investment partnership in Germany. Christopher graduated from Cambridge University in the UK.

 

Dr Carl Sheeler

Dr Carl Sheeler brings wisdom gained from 25 years of litigation expertise coupled with his corporate governance, business/military operations, strategic planning, finance and academic background to address complex risk measurement, management and mitigation issues for public and private companies. His experience includes family office/business valuation and advisory services associated with intergenerational planning, equity transfers laden with estate and gift tax issues as well as partial and full liquidity event options and disruptions. He is a thought-leader on identifying and quantifying risks and how intangible assets create, enhance and diminish value

Carl is an authority on trust & estate and ESOP valuation issues such as how agreement provisions, asset allocation and holding periods associated with equity ownership in asset holding and operating companies influence risk. His Court/IRS qualified litigation and public and private equity/enterprise valuation expertise includes testimony on numerous breach of duty, damages/diminution of value/lost income, class action, dissenting/oppression shareholder, partner and tax authority disputes. He has testified on 165 occasions and opined value/damages on 1,000+ engagements.

He has written and presented 300+ treatises on valuation, merger, acquisition, divesture and litigation-related matters. Carl serves on two national valuation boards and is authoring a Value Creation treatise for John Wiley & Sons.

 

Amith Karan

Amith has over 10 years of business building and management consulting experience. He started his career with Asian Paints in India where he helped build international operations and subsequently led a regional unit in India. He then worked with McKinsey & Company, where he served global clients while based in London. At McKinsey & Company, Amith worked across a range of sectors and business areas. Amith holds an MBA from London Business School and a Bachelors in Science.

 

Raju Panjwani

Raju Panjwani is the CEO and Founder of Epitome Global Services, a specialist service provider of knowledge based solutions to hedge funds across the globe. Raju has over 27 years of experience in financial services including asset management, equity sales and trading, investment banking and prime brokerage. Before founding Epitome, Raju served at Morgan Stanley, New York for 18 years where he set up firm’s internal audit group. In the early 1990s, as the Country Representative and Chief Operating Officer for Morgan Stanley India, Raju was instrumental in setting up the firm's presence in India for equity broking and custody, and supported the investment banking and asset management businesses. He played a key role in negotiating and launching Morgan Stanley’s joint venture with JM Financial. He also pioneered off shoring for Morgan Stanley in India in the late 1990s, and established its “Global Knowledge Center” in 2003 that supports the Firm’s global institutional businesses.

In addition, Raju has served on the Board of Directors of the U.S. India Business Council in Washington, D.C. from 2002 to 2005. Prior to joining Morgan Stanley, Raju served as an Investment Company (Mutual Fund) specialist with Price Waterhouse. A Chartered Accountant from India (1979) and a CPA (Certified Public Accountant) from New York State (1980), Raju has a Bachelor of Commerce (Honors) from Delhi University (1975). He is also actively involved in several charitable causes such as the United Way of Mumbai and “Hedge Funds Care for Children”.

 

Jamie Stewart

Jamie has worked as an investment banker from 1986, prior to which he held academic positions in the UK and abroad. Jamie specialises in global equities with experience in corporate finance and institutional client management. Having worked in research with Hill Samuel Wood Mackenzie in the mid-1980s, he specialised in independent research, running the European Research department for Instinet (Europe) and subsequently at the Eden Group. He is a director of two UK companies, having earlier held directorships at Baring Securities, Morgan Grenfell International and Inverlat International. He is a graduate of law.

 

Alpesh Patel

Alpesh is a seasoned professional in the financial services industry and has led several high profile engagements. He has been a consultant to Merrill Lynch and HSBC where he was hired by the CEO to provide weekly independent company research. He is closely associated with the financial media in the UK, having served as the in-house Internet specialist for Bloomberg TV for more than three years. He is also a columnist with the financial times and a regular BBC commentator. Alpesh's achievements have made him a strategic advisor to governments, CEOs and senior executives. Her Majesty's Government appointed him a member in the U.K-India Roundtable. Alpesh also is proud of his associations with educational institutions. He was a visiting Fellow in Business & Industry, Corpus Christi College, and Oxford University and is on the Board of Advisors, Center for Entrepreneurship, University of Reading.

 

Lisa Davis

In a career spanning over 25 years, Lisa led many national as well as international sales, marketing and business development organizations both in the US and in Europe in the high tech and professional services sectors. Lisa founded two professional services firms, the second of which was a valuation firm acquired by SVB Analytics where she joined as Managing Director in 2007. Overseeing sales, she took SVB Analytics from less than 50 clients to more than 1100. She left SVB to focus on building Vicinage, a community of C-level executives who could benefit from each other’s perspective, insight and best practices. At Aranca, Lisa led the valuation business sales before assuming advisory responsibility. Lisa holds a Bachelor of Arts degree in Philosophy from George Washington University.