Hedge Fund Expert Witnesses in Massachusetts

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Hedge fund expert witnesses practice in a variety of fields, including securities litigation, financial fraud, valuation, and regulatory compliance. Some of the most common specialties include portfolio management, risk management, derivatives, performance reporting, and due diligence. They can opine on the effects of trading strategies, market volatility, conflicts of interest, and disclosure failures on investor losses.

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Hedge Fund Experts in Massachusetts

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Investment Management Expert Witness
Investment Management Expert Witness
Review Fee
$375/hr
Deposition Fee
$400/hr
Court Fee
$425/hr
This expert has over 30 years of experience in investment management. He holds a BA in economics from Brandeis University and an MBA in finance and accounting from the University of California, Berkeley. Throughout his career managing portfolios and funds, he has bought and sold options and traded stocks, ETFs and mutual funds. As the former Managing Director and Portfolio Manager at Charles Schwab, he managed a $3.5B of mutual fund assets. In this role he was responsible for developing and implementing portfolio strategy, including asset allocation among multiple asset classes and selection of underlying funds. He then went on to serve as President and Chief Investment Officer for Adviser Partners, a boutique asset manager that manages equities and asset allocation products for advisers, financial institutions and family offices. He currently oversees the investment process, research activities and portfolio strategy for an investment firm in Boston, MA.
Chief Investment Strategist, An Investment Firm in MA
Master of Business Administration (MBA), University of California, Berkeley
Boston,
Massachusetts
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Hedge Fund Expert Witness
Hedge Fund Expert Witness
Review Fee
$350/hr
Deposition Fee
$500/hr
This expert currently serves as Owner and Founder of a hedge fund advisory firm that provides various services including due diligence evaluation, accounting, and compliance consulting. He previously worked in various positions as an accountant, a capital markets consultant, CFO, and Managing Director for a hedge fund consulting group. He is both a Certified Public Accountant and a Chartered Financial Analyst with a degree in Accounting from Hofstra University.
Owner and Founder, Hedge Fund Advisory Firm
Bachelor of Business Administration (BBA), Hofstra University
Commack,
New York
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Hedge Fund Business & Financial Expert Witness
Hedge Fund Business & Financial Expert Witness
Review Fee
$400/hr
Deposition Fee
$400/hr
Court Fee
$400/hr
This expert has over 20 years of experience in advising asset managers of all sizes and complexities across fund and investment adviser formation, securities, corporate, regulatory, fund marketing, fund operations, investor due diligence, compliance and best practices front to back office infrastructure including legal negotiations and operational set up with various trading counter-parties and service providers such as fund administrators, prime brokers. He received his B.S. and Master's Degrees at Pace University in addition to a J.D. from Quinnipiac University. His extensive experience in fund management includes working at both Nikko Alternative Asset Management and CooperNeff Advisors where he was part of the executive business management team and Chief Legal Officer with roles and responsibilities across multi-strategy platforms and the due diligence of managers and related service providers. He also co-founded Anchor Risk Advisors, a hedge fund trading in catastrophic weather linked fixed income instruments, where he managed enterprise matters including funds and managed accounts. He currently serves as Managing Partner for a legal and business development consulting firm for asset management firms.
Managing Partner, Consulting firm for alternative investments
Juris Doctor (JD), Quinnipiac University School of Law
New York,
New York
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What Can a Hedge Fund Expert Witness Opine On?

Fundraising

Attracting capital from investors.

Portfolio Management

Managing investments for optimal returns.

Risk Assessment

Evaluating investment risks and exposures.

Market Analysis

Analyzing market trends and opportunities.

Trade Execution

Executing buy/sell orders efficiently.

Performance Reporting

Reporting fund performance to stakeholders.

FAQs for Hedge Fund Expert Witnesses

What is a hedge fund expert witness?

A hedge fund expert witness is a finance professional who explains hedge fund operations, risks, and industry standards in legal cases. They assist by reviewing records, giving expert testimony, and clarifying complex hedge fund issues.

In what types of cases can a hedge fund expert witness provide valuable insights?

A hedge fund expert witness provides insights in securities fraud, portfolio mismanagement, valuation disputes, insider trading, compliance, risk management, and performance litigation.

How can a hedge fund expert witness analyze complex fund fee and performance structures?

A hedge fund expert witness analyzes complex fund fee and performance structures by reviewing offering documents, models, and data to assess accuracy, disclosure, and industry-standard practices.

What hedge fund expert witness qualifications are most persuasive at trial?

The most persuasive hedge fund expert witness qualifications are deep hedge fund industry experience, strong academic credentials, clear testimony, and a proven track record in similar cases.

How does a hedge fund expert witness assess the reasonableness of investment strategies?

A hedge fund expert witness assesses the reasonableness of investment strategies by comparing them to industry standards, risk profiles, disclosures, and contemporaneous market conditions.

What is Expert Institute’s process for selecting hedge fund expert witnesses?

Expert Institute delivers a tailored approach to connect you with top-tier experts. We identify actively practicing professionals who meet your exact criteria for specialty, experience, litigation background, fee structure, credentials, location, and more.

Hedge Fund Expert Witnesses in Massachusetts

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Hedge Fund Experts in Massachusetts

Investment Management Expert Witness

Investment Management Expert Witness

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