Marina Kagan
Partner, PwC | Energy, Commodity & Complex Securities Valuation
- Role
- Partner at PwC
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Marina Kagan
I assist clients with valuation of complex securities for financial and tax reporting, risk management, and transaction structuring purposes. My work spans energy, commodity, fixed income and equity derivatives, earnouts, and stock-based compensation, with a focus on energy and technology industries. My specialty is energy/commodity derivatives, where I have led valuations and model validations for: • Heat rate call options • Power purchase agreements • Natural gas transportation and storage contracts Beyond energy, my team regularly assists clients with valuation and structuring of: • Debt and equity securities • Stock compensation grants • Earnout and put/call structures in M&A deals.I combine deep technical skills in financial engineering and the energy markets expertise with a passion for clear communication. My clients know me for making the complex understandable and translating advanced models into practical insights. I am a frequent presenter at ASA conferences on quantitative finance topics like volatility.Outside of work, I’m an avid triathlete and runner, and a proud mother of two.
Experience
Partner
Jul 2022 — Present · San Francisco, CA, US
Subject matter expertise- Valuation of multiple classes of complex securities (fixed income, FX, commodity, equity derivatives, convertible bonds, crypto contracts) using quantitative, custom built models (simulation/binomial trees/option pricing)- Valuation of early stage company securities with complex capital structures- Model validation for regulatory purposes through benchmarking and independent analysis- Risk management and hedge effectiveness analysis for portfolios of derivatives- Structuring of financing mechanisms to achieve economic and tax/accounting objectives- Applying data analytics/machine learning techniques to valuation models.
Education
Georgia Institute of Technology
Master's degree, Analytics
2020 — 2022
New York University
M.S., Mathematics in Finance
2007 — 2009
Skills
- Equities
- Business Valuation
- Finance
- Valuation
- Vba
- Options
- Bloomberg
- Quantitative Finance
- Matlab
- Derivatives
- Financial Analysis
- Hedge Accounting
- Monte Carlo Simulation
- Private Equity
- Risk Management
- Fixed Income
- Financial Modeling
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