Virtual

Navigating Volatile Values in Divorces

22 May 2023

Location: 12:00-1:00 pm UK Time Virtual Event (Zoom)
Members: Free to attend - Book by 22 May
Non Members: Register above as a member and attend for FREE - Book by 22 May

Navigating Volatile Values in Divorces

Highlights

Valuations for divorce proceedings can be affected by external forces such as market volatility and geo-political upheaval. Covid, Brexit, the Russia-Ukraine war and the recent bank collapses are all examples of recent world events which have had a significant impact on how assets are valued in divorce proceedings.

In this session, our panel of experts will discuss key considerations for Divorce Lawyers when faced with valuations in turbulent times. Topics to be discussed include:

  • Distribution of fluctuating, high risk assets.
  • Accounting for unfavourable changes in exchange rates.
  • Acknowledging the possibility of passive growth and passive decline.
  • How deferred payment agreements can be affected by turbulence.
  • Valuation from the day of separation vs. the day the divorce is finalised.

Your panel of speakers

Jenny Judd
Executive Director
London & Capital

Jenny has over 20 years’ experience in wealth management, starting her career in 1999 advising expatriates on offshore investment funds before moving into corporate account management. Jenny is passionate about building relationships and working with individuals and their families, which prompted a move into the private client space where she has dedicated her time to working with high net worth individuals, building her expertise and areas of specialism.

During this time Jenny has successfully gained Chartered status and became a Fellow of the Personal Finance Society, she is also a member of Resolution. Jenny specialises in helping clients going through significant life changing events with particular focus on supporting high net worth and ultra-high net worth individuals with US connections.

Jenny enjoys running, regularly entering 10km races and lives in the countryside with her two sons.


Jenny Judd
Jenny Judd Executive Director
London & Capital
Jessica Crane
Executive Director
London & Capital

Jessica is an Executive Director in the Private Investment Office. She joined London & Capital in 2007 and has broad experience in advising private clients with wealth management and investment strategy.

Jessica is a firm believer in collaboration and believes that the client can often be best advised by all their advisors working closely together. She therefore has a strong network of professional contacts in the legal, tax and fiduciary professions.

She has been recognised as a PAM Top 40 under 40 Wealth Manager, included in the Spears 500 top advisors and is a CityWealth Power Women award winner. She has a Modern Languages degree from Durham University and speaks fluent French and Italian.


Jessica Crane
Jessica Crane Executive Director
London & Capital
Kellie Gread
Partner
PwC

Kellie is the leader of the Valuations practice of PwC in the UK, and specialises in providing valuation advice and opinions in the contexts of disputes over the value of businesses, assets or shares, often culminating in litigation or arbitration. Kellie is a Fellow of the Institute of Chartered Accountants in Australia and a member of the Financial Services Institute of Australasia.

Kellie has been valuing businesses for 20 years, across all industry sectors. Kellie’s valuations experience is broad - she performs valuations for transaction advisory, financial reporting, taxation, restructurings and expert determinations across a range of industry sectors - however, a significant amount of her time involves working with legal teams and clients where expert evidence on valuation/damages is needed.

Kellie works extensively on matrimonial disputes, including both single joint expert and sole expert cases, in the High Court (she has been the expert in over 50 of such cases). During the course of her career, Kellie has also prepared expert reports addressing valuation issues in respect of breach of warranty, breach of contract, professional negligence, agency disputes and minority oppression matters. These reports have been presented before UK Courts and International Arbitration Tribunals and she has given expert testimony.


Kellie Gread
Kellie Gread Partner
PwC
Rachel Freeman
Partner
Kingsley Napley

Rachel is a partner in Kingsley Napley’s family and divorce team. She specialises in dealing with financial settlements and the arrangements for children arising upon the breakdown of a relationship.

Rachel’s areas of practice include all aspects of private family work, with particular expertise in complex financial proceedings, often with international aspects and for high net worth individuals, and arrangements for children. 


Rachel Freeman
Rachel Freeman Partner
Kingsley Napley
Jonathan Gamble
Director
Jonathan Gamble & Associates

Jonathan Gamble
Jonathan Gamble Director
Jonathan Gamble & Associates

Agenda

11:55 am
Audience Logon
12:00 pm
Chair's Opening Remarks
Speakers:
Jenny Judd - Executive Director - London & Capital
12:05 pm
Navigating Volatile Values in Divorces
Speakers:
Jessica Crane - Executive Director - London & Capital
Kellie Gread - Partner - PwC
Rachel Freeman - Partner - Kingsley Napley
Jonathan Gamble - Director - Jonathan Gamble & Associates
12:45 pm
Panel Q&A
1:00 pm
Chair's Summation & Close Event
Speakers:
Jenny Judd - Executive Director - London & Capital

Event Partners

Event Partner

Contact Us

If you are interested in this event and would like some more information before making your decision to attend please contact Anne-Sophie Hofmann on or email anne-sophie@thoughtleaders4.com