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Investment Expert Witnesses

2019 was the biggest recorded year in regard to money raised in U.S. listed IPOs. Our investment expert witnesses, speakers, and consultants specialize in a broad array of disciplines including finance, banking, investment, law, economics, and stocks and bonds. They have been published in journals such as Financial Analysts Journal, Emerging Markets Quarterly, Journal of Portfolio Management, Journal of Financial Services Research, Journal of Financial Economics, Review of Financial Studies, Research in Finance, Journal of Banking and Finance, Review of Business and Economic Research, and Journal of Portfolio Management. Our investment experts have testified in cases involving investment issues including securities and other assets valuation, portfolio management, investment duties and practices, damages analysis, bankruptcies, and mergers and acquisitions.

Here are a few of our favorite Investment Expert Witnesses:

Colorado Investments Expert #730

I have 25 years of experience and specialize in the field of investments with specific knowledge in the areas of hedge funds, securities fraud and structured finance. I have published on such topics as investments, investing in hedge funds and financial portfolio management. I have testified 15 times on topics such as hedge funds, securities…

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New York Investment, Forensics, Cost Expert #806

I have 22 years of experience, and specialize in the field of construction project management, claims litigation and support with specific knowledge in the areas of project cost and controls, scheduling and claims. I have published on such topics as project budgeting, planning and claims avoidance. I have testified 20 times on topics such as…

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Texas Investments, Stocks, Retirement Expert #2973

I have 31 years of experience, and specialize in the field of investments with specific knowledge in the areas of stocks, asset allocation and alternative investments.

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Maryland Mutual Fund Fees, Investment Expert #4662

I have 17 years of experience, and specialize in the field of finance (asset management) with specific knowledge in the area of mutual funds, hedge funds and stocks. I have published on such topics as mutual fund performance evaluation and hedge fund investments. I have testified on intellectual property, excessive mutual fund fees and mutual…

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California Investment, Valuation, Structure Expert #5895

I have 20 years of experience, and specialize in the field of fixed income with specific knowledge in the areas of corporate restructuring, structured finance and leveraged finance. I have published on such topics as corporate restructuring, bankruptcy and distressed debt. I have testified 12 times on topics such as valuation, fiduciary duty and structured…

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Massachusetts Commercial, Investment, Leases Expert #8922

I have 40 years of experience, and specialize in the field of office, industrial and retail real estate with specific knowledge in the area of development pro forma, investment evaluation, and highest and best use. I have testified 7 times on topics such as highest and best use, landlord-tenant lease disputes and broker disputes.

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California Investments, Options, Ethics Expert #9421

I have 20 years of experience in the field of investments, with specific knowledge of hedge funds, stock selection, and portfolio management and option investment strategies. I have published on such topics as option investment strategies, hedged investment strategies, and damages calculation methodologies. I have testified on damages due to portfolio losses, management of an…

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New York Hedge Funds, Investments Expert #11848

I have 30 years of experience, and specialize in the field of securities and financial markets with specific knowledge in the areas of hedge funds, mortgage backed securities and foreign exchange. I have published on such topics as hedge funds, risk management and foreign exchange. I have testified 20 times on topics such as hedge…

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New York Investment, Management, Finance Expert #12578

I have 14 years of experience and specialize in the field of money management, with specific knowledge of starting funds and arbitrage. I have published on such topics as merger arbitrage and shareholder rights.

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California Investments Expert #15782

I have 24 years of experience in the field of financial services, with specific knowledge of investments, compliance and human resources. I have testified 15 times on topics such as investment performance, compliance procedures and employee disputes.

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Investments Expert #16578

I have 35 years of experience and specialize 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 30 times on topics such as mismanagement and/or misspelling of…

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Pennsylvania Investments, Corporate Finance Expert #22268

I have 14 years of experience, and specialize in the field of finance with specific knowledge in the areas of investments, corporate finance and portfolio theory. I have published on such topics as mutual funds, closed-end funds and currency swap market efficiency.

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Pennsylvania Investments Expert #22373

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…

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Washington D.C. Investment, Finance, Securities Expert #14111

I have 27 years of experience, and specialize in the field of regulatory compliance for securities firms with specific knowledge in the areas of Securities and Exchange Commission and the Financial Industry Regulatory Authority compliance programs, regulatory examinations and investigative litigation support. I have published on such topics as Securities and Exchange Commission independent consultant…

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California Finance, Investment, Planning Expert #22990

I have 46 years of experience, and specialize in the field of life insurance with specific knowledge in the areas of whole life, annuities and variable universal life. I have published on such topics as the mathematics of life insurance, business succession planning and estate planning.

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Michigan 1031, Syndications, Investments Expert #24487

I have 50 years of experience in the field of 1031 tax free exchanges, with specific knowledge in the areas of 1031 exchanges and syndication’s. I have published on such topics as limited liability companies, exchange articles and uses of syndication. I have testified on Internal Revenue Service agent inquiries.

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North Carolina Investments, Fraud, Fiduciary Expert #25452

I have 15 years of experience, and specialize in the field of investments with specific knowledge in the areas of personal finance, risk analysis and fiduciary duties. I have published on such topics as international investments, personal investing and risk analysis. I have testified on investment fraud, fiduciary duties and client services.

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New York Investments Expert #25996

I have 16 years of experience in the field of investments, with specific knowledge of trading, suitability and investment vehicles. I have published on such topics as indexing, international investments and Israel.

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Florida Fraud, Appraisal, Investment Expert #26809

I have 27 years of experience, and specialize in the field of residential real estate appraisal with specific knowledge in the areas of single family, condominium and small residential income properties. I have published on such topics as what an appraiser should be expected to do. I have testified on appraisal of a condominium, single…

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California Sales, Investment, Ageing Expert #27010

I have 40 years of experience, and specialize in the field of residential real estate services with specific knowledge in the areas of relocation, investment and seniors. I provide the client with the tools and education to make the best decision for their needs.

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New Mexico Investments Expert #27214

I have 27 years of experience in the field of finance and investments, with specific knowledge of investments, corporate finance and derivatives. I have published on such topics as investment strategies and financial planning, derivative valuation and strategies, interest-rate modeling and investment banking process.

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Illinois Financial Services, Investments Expert #27478

I have 25 years of experience, and specialize in the field of marketing with specific knowledge in the areas of marketing strategy, service marketing and direct marketing. I have published on such topics as marketing, investments and finance.

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California Investment, Hedge Fund Expert #27676

I have 14 years of experience, and specialize in the field of investments with specific knowledge in the areas of hedge funds, CDOs and alternative investments, equities and fixed income and institutional and high net worth (HNW) clients. I have published on such topics as stock markets and exchanges for an emerging markets forum, performance…

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Virginia Investment, Risk Management Expert #28727

I have 26 years of experience in the field of investments, with specific knowledge in the areas of large cap equities, mutual funds, risk management, and risk identification.

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California Investment Expert #28844

I have 18 years of experience and specialize in the field of corporate governance. I have published on such topics as fiduciary capitalism, and environmental, social and governance aspects of investment.

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California Finance, Investments, Analysis Expert #29124

I have 23 years of experience,and specialize in the field of financial economics, with specific knowledge of financial analysis, financial accounting and investments. I have published on such topics as discrimination in bank lending, currency crises and stockmarkets, and bank lending. I have testified on mortgage fraud.

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Funds, Investment, Gibraltar Expert #29592

I have 12 years of experience, and specialize in the field of investment funds with specific knowledge in the areas of hedge funds, tax and regulation. I have published on such topics as international taxation, regulation of funds and Gibraltar.

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California Investments, Apartments Expert #30714

I have 17 years of experience, and specialize in the field of real estate with specific knowledge in the areas of commercial, residential and real estate owned transactions. I have published on such topics as investment trends and real estate owned investing.

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Washington Psychology, Investments Expert #31153

I have 13 years of experience, and specialize in the field of finance with specific knowledge in the areas of investments, institutional investors and individual investors. I have published on such topics as behavioral finance, investor behavior and corporate finance.

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California Investments Expert #31319

I have 38 years of experience, and specialize in the field of investments with specific knowledge in the areas of fixed income and distressed debt. I have published on such topics as distressed debt.

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New York Investments, Securities, Options Expert #31861

I have 20 years of experience, and specialize in the field of securities regulation with specific knowledge in the areas of program trading, derivatives and equities. I have published on such topics as markets, numerous reports on trading violations and referred B/D for disciiplinary action. I was an expert and participant in developing procedures and…

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Pennsylvania Investment Expert #32945

I have 30 years of experience in the field of financial planning, with specific knowledge in the area of investments.

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Pennsylvania Securities, Banking, Investments Expert #33808

I have 23 years of experience in the field of financial management and brokerage, with specific knowledge in the areas of banking, private client management, and financial markets.

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New York Investments Expert #34175

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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Arizona Regulations, Investment, Broker Expert #34265

I have 25 years of experience, and specialize in the field of securities regulation with specific knowledge in the areas of broker dealer regulation, investment adviser regulation and securities compliance. I have published on such topics as finder’s fees, due diligence and selling securities on the Internet. I have testified 75 times on topics such…

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California Investments Expert #35243

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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Ohio Investment, Stocks, Bonds Expert #35375

I have 15 years of experience, and specialize in the field of investments with specific knowledge in the areas of investment management, insurance and financial planning.

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Massachusetts Investments, Annuities Expert #36869

I have 16 years of experience, and specialize in the field of financial planning with specific knowledge in the areas of small business retirement plans, investments and estate planning. I have published on such topics as investing, small business retirement plans and IRA planning.

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California Subcontractors, Investment Expert #37430

I have 30 years of experience and specialize in the field of auditing real estate investments, with specific knowledge of joint ventures, limited partnerships and development agreements. I have testified on amounts owing as result of audit of loan participation agreement.

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New York Economics, Investments Expert #38679

I have 20 years of experience, and specialize in the field of emerging market credit with specific knowledge in the areas of all types of emerging market debt financings, for banks and corporations. I have published on such topics as emerging market debt analysis and ratings, future flow rating methodology and various other credit reports…

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Investments Expert #39875

I have 10 years of experience, and specialize in the field of investments and strategic management with specific knowledge in the areas of asset management, finance and emerging markets. I have published on such topics as emerging market economies, economic outlook and corporate valuation.

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Life Insurance, Investments Expert #41819

I have 25 years of experience, and specialize in the field of economics with specific knowledge in the areas of decision theory under uncertainty, insurance economics and investment theory. I have published on such topics as finance, portfolio management and environmental economics. I have testified on the precautionary principle, the evaluation of damages under uncertainty.

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California Investment, Investment, Finance Expert #42763

I have 10 years of experience, and specialize in the field of financial economics with specific knowledge in the areas of alternative asset investments, funds of hedge funds and hedge funds. I have testified on due diligence best and standard, industry practices and redemption suspensions. I am cofounder of a consulting practice which focuses on…

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Colorado Investments, Security Analysis Expert #43362

I have 16 years of experience, and specialize in the field of finance with specific knowledge in the areas of investments, portfolio management and performance measurement. I have published on such topics as investments, asset allocation and financial markets. I have testified on CFA Institute Standards of Practice and asset allocation.

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Pennsylvania Investment, Trading, Stocks Expert #43395

I have 30 years of experience, and specialize in the field of finance and investments with specific knowledge in the areas of investment advisors, broker-dealers and mutual funds. I have been involved in all aspects of an investment business, from compliance to investment performance and trading to developing and retaining clients.

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Investment, Banking, Finance Expert #45257

I have 30 years of experience, and specialize in the field of securities with specific knowledge in the areas of investment, banking and finance. I have testified on compliance.

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Massachusetts Private Banking, Investments Expert #46078

I have 9 years of experience, and specialize in the field of wealth management and private client services with specific knowledge in the areas of investment management, asset allocation and wealth preservation. I have published on such topics as retirement planning, modern portfolio theory and wealth transfer strategies. Over my career I have raised and…

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Virginia Banking, Investments Expert #46578

I have 20 years of experience, and specialize in the field of treasury management with specific knowledge in the areas of cash management, foreign exchange and investments. I have published on such topics as foreign exchange, cash management and investments.

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New Jersey Finance, Planning, Investments Expert #46836

I have 35 years of experience, and specialize in the field of financial services with specific knowledge in the areas of qualified plans and fee disclosure.

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Colorado Investments, Management Expert #46995

I have 11 years of experience, and specialize in the field of investment management with specific knowledge in the area of fiduciary duties and responsibilities. I have published on such topics as investments, fiduciary duties and responsibilities. I have testified 15 times on topics such as investment management, fiduciary duties and responsibilities.

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Colorado Investment, Malpractice, Fraud Expert #47021

I have 32 years of experience, and specialize in the field of federal and state securities and commodities law, regulation, compliance and enforcement with specific knowledge in the areas of investment fraud, industry compliance and regulation. I have published on such topics as Dodd-Frank, the Model State Commodity Code and Sarbanes-Oxley. I have testified 50…

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Indiana Investment, Retirement, Finance Expert #48024

I have 30 years of experience, and specialize in the field of corporate finance with specific knowledge in the areas of debt, investments and cash management.

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Massachusetts Fraud, Investment, Insurance Expert #48474

I have 20 years of experience, and specialize in the field of securities with specific knowledge in the areas of broker-dealer, arbitration and investment advisers. I have published on such topics as life insurance selling and compliance. I served for four years on a committee which prepared and tested the actual questions used on the…

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South Carolina Investment, Residential, Risks Expert #48816

I have 40 years of experience, and specialize in the field of real estate with specific knowledge in the areas of finance, investment and development. I have testified on investment valuation, professional liability and damages and market timing.

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New York Securities, SEC, Investment Expert #50788

I have 9 years of experience and specialize in the field of financial with specific knowledge in the areas of compliance, mutual funds and account payable.

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Illinois Investments, Securities Expert #47421

I have 15 years of experience, and specialize in the field of investments and securities with specific knowledge in the areas of churning, suitability and RIA activities. I have published on such topics as risk management, compliance and supervision. I have testified 10 times on topics such as suitability, fiduciary duty and RIA activities. I…

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California Sales, Investment, Management Expert #48170

I have 22 years of experience, and specialize in the field of institutional commercial real estate strategic research with specific knowledge in the areas of strategic planning, portfolio management and economic and market research. I have published on such topics as modern real estate portfolio theory, global housing policy and economics and real estate capital…

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Minnesota Trust, Planning, Investments Expert #48433

I have 25 years of experience, and specialize in the field of estate planning with specific knowledge in the areas of business succession planning, fiduciary liability and fiduciary income tax. I have published on such topics as business succession planning, fiduciary income tax and asset protection planning. I have testified on fiduciary liability, attorney malpractice…

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Washington Internet, Investment, Software Expert #48454

I have 20 years of experience, and specialize in the field of technology with specific knowledge in the areas of software development, business and startups. I have published on such topics as online gaming, business and management. I am a self-taught individual who has built multiple startups, written millions of lines of code, created numerous…

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Maryland Investment, Risk Managment, Risk Expert #48491

I have 22 years of experience, and specialize in the field of investment advice with specific knowledge in the areas of asset allocation, risk mitigation and hedge funds. My university educational focus was in the field of economics with a strong background in mathematics and statistics. This educational background separates me from the vast majority…

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New Hampshire Variable Annuities, Investment Expert #51284

I have 50 years of experience, and specialize in the field of life insurance with specific knowledge in the areas of annuity products, variable life and annuities and investment dealer selling. I have testified 9 times on topics such as suitability of annuity products, life policy analysis and broker-dealer “know your customer” rules. I may…

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Investment Workshops

A few of the courses and workshops led by our Investment experts:

  • A Module in Investment & Options Analysis
  • Portfolio Diversification Theory
  • Quantitative Investing
  • Real Estate Finance and Investment Strategy
  • The Costs and Benefits of Basel 3