Finance Expert Witnesses

  Defined Benefits Expert #1A1432

Financial Consultant, Mid-Atlantic US

I have 40 years of experience in the field of pensions, with specific knowledge in the areas of defined benefit, schedule b certifications, and valuations. I have published on such topics as accrued benefits on divorce. I have testified 8 times on topics such as accrued benefits on divorce and streams of income.

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  Valuation Expert #207920

Consultant, Southwestern US

I have 35 years of experience in the field of valuation, with specific knowledge in the areas of machinery and equipment, industrial plants, and manufacturing. I have published on such topics as valuation. I have testified 99 times on topics such as valuation.

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  Investments Expert #1F4B4F

Actuary, United Kingdom

I have 33 years of experience in the field of finance, with specific knowledge in the area of investment. I have published on such topics as portfolio performance, misleading models, stochastic models, misuse of statistics, long term investment and passive investment. I have testified 20 times on topics such as mismanagement, misseling of investments, misuse of statistics, insider dealing and market abuse.

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  Economics Expert #00CDBB

Financial Consultant, Southwestern US

I have 31 years of experience in the field of financial economics, with specific knowledge of business valuation, economic damages and statistics. I have published on such topics as business valuation, economic damages and government regulation of business. I have testified 90 times on topics such as valuation, damages, statistics, employment discrimination and intellectual property cases.

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  Finance Expert #203977

Mid-Atlantic US

I have 30 years of experience, and specialize in the field of corporate and securities law with specific knowledge in the areas of mutual fund and advisory regulation, corporate governance and corporate disclosure. I have published on such topics as the role of directors of mutual funds, implementing an independent chairperson requirement and the adoption of a federal securities anti fraud rule. I have experience advising boards and senior executives in terms of their obligations under federal securities law and state corporate law and experience in advising corporations on disclosures they must make under federal securities laws.

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  Fraud and Misconduct Expert #1A2A44

Director, Western US

I have 25 years of experience in the field of fraud and misconduct, with specific knowledge of alternative investments, industrial markets and retail. I have published on such topics as travel expense reporting fraud, money laundering and banks, and private equity due diligence. I have testified 10 times on topics such as income determination methods, fraud and abuse, and bankruptcy issues.

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  Private Equities Expert #20B474

Director, Business Investment, Hong Kong

I have 25 years of experience in the field of finance, with specific knowledge of investment, capital structure and private equity. I have published on such topics as venture capital, private equities and finance chief financial officer. I have testified 10 times on topics such as finance, initial public offering and capital investment.

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  Valuation Expert #20AED7

Principal, Southwestern US

I have 20 years of experience in the field of valuation and appraisal, with specific knowledge of electric utilities, oil and gas, and telecom industries. I have published on such topics as fair value, Monte Carlo analysis and financial reporting requirements. I have testified 8 times on topics such as economic damages, fair market values and lost profits.

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  Investment Banking, Hedge Funds Expert #200ED8

Professor of Finance, Midwestern US

I have 20 years of experience in the field of investment banking, with specific knowledge of capital markets and mergers and acquisitions, initial public offerings, convertibles and other financing and derivatives, hedge funds and private equity. I have published on such topics as investment banking, private equity and hedge funds. I have testified 12 times on topics such as investment banking practices, financing, mergers and acquisitions, private equity and hedge funds and capital market transactions, including convertibles.

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  Business and Technology Strategy Expert #20B0C6

Senior Vice President, Japan

I have 10 years of experience and specialize in the field of financial services business and technology strategy, with specific knowledge of banking, securities and insurance. I have published on such topics as anti-money laundering, business continuity planning (BCP) and electronic trading. I have testified 50 times on topics such as financial services.

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  Fiduciary Standards Expert #2065F7

Mid-Atlantic US

I have 50 years of experience and specialize in the field of employee benefits, with specific knowledge of ERISA, employee pensions and employee health benefits. I have published on such topics as ERISA Litigation, pension plan terminations and fiduciary duties. I have testified on ERISA, fiduciary duties and health benfits.

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  Investments Expert #21160F

Professor, Southwestern US

I have 43 years of experience in the field of finance, with specific knowledge in the areas of accounting, investments and trusteeship. I have published on such topics as accounting, investments and trusteeship. I have testified 8 times on topics such as investments, accounting, and trustee matters.

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  Optimization Expert #1FF0B3

Professor, Mid-Atlantic US

I have 40 years of experience in the field of optimization, with specific knowledge of financial optimization. I have published on such topics as enterprise risk management, optimal asset allocation, and asset and liability management. I have testified on profitability of commodity trading strategies.

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  Investments Expert #201AC7

President, Mid-Atlantic US

I have 33 years of experience in the field of financial services, with specific knowledge of investment management, brokerage, trust fiduciary services, pension plans, 401(k) and 457 plans, retirement plan recordkeeping and mutual funds. I have published on such topics as investment companies and their relationship with fund service providers, client research for clients of registered investment advisors, bank brokerage and institutional investment managers. I have testified on retirement plans and investments.

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  Financial Planning Expert #21FF58

Senior Consultant, Midwestern US

I have 32 years of experience, and specialize in the field of financial services and insurance with specific knowledge in the areas of financial planning process and techniques, insurance products and sales and marketing techniques. I have published on such topics as selecting the appropriate financial advisor, creative ususes of life insurance for financial planning situations and marketing financial planning services through banks. I have testified on defending insurance company client lists from rouge agents.

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  Investment Banking, Defaults Expert #222508

Managing Principal, Midwestern US

I have 30 years of experience, and specialize in the field of finance with specific knowledge in the areas of investment banking, defaults and fraud, corporate and public finance and financial analysis. I have published on such topics as corporate finance, due diligence and disclosure. I have testified 14 times on topics such as investment banking; defaults, standards and practices, disclosure and due diligence, Financial Industry Regulatory Authority (FINRA), U.S. Securities and Exchange Commission (SEC), Municipal Securities Rulemaking Board (MSRB) and financial analysis.

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  Dispute Resolution Expert #220FCC

Principal, Southwestern US

I have 30 years of experience, and specialize in the field of real estate finance, debt resolution with specific knowledge in the areas of loan originations for residential, commercial properties, purchase, refinance and construction and collections, servicing, foreclosures. I have testified 50 times on topics such as real estate finance, asset valuations, loan origination, loan portfolio assest valuations for non-performing loans and litigation support on a variety of issues.

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  Venture Capital Expert #21F576

Managing Director, Mid-Atlantic US

I have 25 years of experience, and specialize in the field of private company financing and transactions, with specific knowledge in the areas of venture capital, business strategy, and transactional execution. I have published on such topics as venture capital, entrepreneurship, and small business issues. I have testified on customary commercial practices in private business formation. I have a rare combination of academic and practical experience as a economist, venture investor, lawyer, and investment banker.

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  Investments Expert #20F50F

Chief Investment Strategist, Mid-Atlantic US

I have 25 years of experience in the field of finance, with specific knowledge in the areas of investing, equities and fixed-income. I have published on such topics as convertible bonds, dividend policy and market timing. I have testified on suitability, churning and market timing.

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  Tax, Lost Profit, Forecasting Expert #21243C

Southwestern US

I have 25 years of experience, and specialize in the field of finance with specific knowledge in the areas of accounting, tax and law. I have published on such topics as securities law, tax law and finance. I have testified on finance, accounting and tax.

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