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Online Series: Enhancing Valuation Analysis Through Customer-Based Corporate Valuation

 

May 04, 2022
12:00 PM - 1:00 PM
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Webinar
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Daniel McCarthy is an Assistant Professor of Marketing at Emory University's Goizueta School of Business. His research specialty is the application of leading-edge statistical methodology to contemporary empirical marketing problems. His research interests include customer lifetime value, limited data problems, and the marketing/finance interface.

He popularized customer-based corporate valuationî (CBCV), a methodology that drives any traditional valuation model off of the underlying behaviors of the target company's customers. His work has been featured in major media outlets such as the Harvard Business Review, Wall Street Journal, FT, Fortune, Barronís, Inc Magazine, the Economist, and CNBC. His research has been accepted and published in top-tier academic journals and has won numerous research awards.

In addition to his roles and responsibilities at Emory, Dan co-founded and was Chief Statistician for Zodiac, a predictive customer analytics SaaS firm. Nike acquired Zodiac in March 2018. Dan has since co-founded Theta Equity Partners (http://thetaequity.com) to revolutionize how firms (e.g., private equity, venture capital, and operating companies directly) value companies through CBCV.


Moderated by: Tammie Long joined the Executive Education department at Emory’s Goizueta School of Business as an Open Enrollment Director in February 2022.  She is responsible for managing, maintaining, and developing relationships, overseeing program execution for the entire portfolio of open enrollment courses. 

Prior to Emory, Tammie spent over seven years at Georgia Tech developing executive education programs, developing sponsored projects, and managing the creation process for open enrollment courses.  She also brings a lot of experience in client relationships and strategic marketing from her roles with IBM, Reckitt Benckiser, Accenture, and Tata Consultancy Services.

Tammie earned a Bachelor of Science in Marketing from the University of Cincinnati and an MBA from Xavier University, Williams College of Business. 

Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Valuation

Tickets

$0.00 Member Ticket | Advanced Registration Required

$15.00 Guest Ticket | Advanced Registration Required


Future Meetings

Annual Meeting Part One: Official Business|Members Only

 

June 10, 2026

 

5:00 PM to 5:30 PM

 

Cobb Energy Performing Arts Centre
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Atlanta, GA 30339

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Annual Meeting Part Two: Keynote Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock

 

June 10, 2026

 

5:30 PM to 8:00 PM

 

Cobb Energy Performing Arts Centre
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Atlanta, GA 30339

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Annual Member Appreciation Networking Social

 

July 30, 2026

 

5:30 PM to 7:30 PM

 

Tesserae Rooftop Lounge
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Sponsor Webinar Series: Understanding ETFs: Market Overview, Trading Best Practices and The Next Generation of Multi-Share Class ETFs

 

August 13, 2026

 

12:00 PM to 1:00 PM

 

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Bourbon Tasting with the Bourbon Whisperer

 

August 27, 2026

 

5:30 PM to 7:30 PM

 

The Buckhead Club
3344 Peachtree RD NE | 26th Floor
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Member Community Book Club

 

September 22, 2026

 

6:00 PM to 7:00 PM

 

SCS Financial
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Annual Holiday Networking Social

 

December 10, 2026

 

5:00 PM to 9:00 PM

 

Porsche Experience Center Atlanta
One Porsche Drive
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