Our Experts

Our Team

 

BlueVal Group engages with a network of valuation experts that are leading practitioners in their field on a project basis. Our expert network consists of professionals that come from a variety of backgrounds, including portfolio management, buy-side and sell-side analysis and valuation consulting. Typically, they have specialized industry knowledge, valuation credentials and more than 15 years of experience in valuation (in some cases, significantly more than that). Many of them have a record of long-standing collaboration with the CFA Institute and other industry associations. Most of them have been engaging with the BlueVal founders in a professional capacity for many years. Our experts are key resources for our clients. They provide a wealth of cutting-edge insights in areas that often require highly technical knowledge. We are glad to be able to offer to our clients the opportunity to work exclusively with a highly experienced team of senior professionals at all steps of the engagement.

Featured Expert: Darrin Erickson, CFA

Darrin Erickson has 25 years of experience in the investment industry, most of which were spent as an equity analyst and portfolio manager. Darrin has extensive experience in the application of the discounted cash flow model and market-based valuation techniques to the valuation of portfolio company investments. He has a special expertise in the technology and healthcare sectors as an analyst and manager of a successful science and technology fund.

Darrin brings to his valuation work a deep insight into the perspective of a portfolio manager. He helped build and grow an asset management firm in Calgary, Canada including building out the firm’s investment capabilities, recruiting, portfolio construction, making capital allocation decisions and developing a long-term strategic plan to grow the business. He has also developed profitable global asset allocation and currency hedging strategies. Darrin has also worked with a large pension plan managing the recruitment and monitoring of external investment managers.

Darrin is a CFA charterholder. He has served at CFA Institute as a volunteer in the area of curriculum review, exam development, and in the development of curriculum practice questions. Darrin holds a Master of Arts degree in Political Science from the University of British Columbia, an MBA degree from the University of Alberta.

 

Industry expertise: healthcare and technology