Investment Banking Expert Witnesses in Massachusetts
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Investment Banking Experts in Massachusetts
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Investment Management Expert Witness
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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FAQs for Investment Banking Expert Witnesses
What is the role of an investment banking expert witness?
An investment banking expert witness provides insight and analysis on complex financial matters in legal cases. They can explain industry standards, evaluate financial transactions, and testify on their findings.
In what types of cases might I need an investment banking expert witness?
Investment banking experts are often needed in cases involving securities fraud, mergers and acquisitions, valuation disputes, insider trading, or any case requiring detailed financial analysis.
What subspecialties exist within the field of investment banking that an expert witness might focus on?
Subspecialties can include Mergers & Acquisitions, Private Equity, Venture Capital, Corporate Finance, Restructuring, and more. The right subspecialty depends on your case's specific needs.
How can an investment banking expert witness assist in a merger and acquisition dispute?
These experts can analyze deal structures, valuations, due diligence processes, and adherence to regulatory guidelines. Their insights can be crucial in resolving M&A disputes.
Why is it important for an investment banking expert witness to have experience with IPOs?
Experience with IPOs is vital as these experts can provide valuable insights into the process, pricing strategies, underwriting practices, and potential compliance issues related to initial public offerings.
How does Expert Institute select its Investment Banking expert witnesses?
Expert Institute offers a personalized approach to help you find the highest quality experts. We source actively-practicing professionals who match all your requirements for specialty areas, work experience, litigation history, fee range, certifications, location, and more.