Investment Expert Witnesses in Delaware
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Investment Banking Expert Witness
Review Fee $650/hrDeposition Fee $650/hrCourt Fee $650/hrThis expert has over 40 years of experience in every area of investment banking, including Mergers and Acquisitions (including LBOS and recapitalizations), Fairness Opinions, Adequacy Opinions, Solvency Opinions, Valuations, Damage Issues, Fiduciary Issues, Advice to Special Committees of Boards and Trustees, Due Diligence and Disclosure Issues, Financing of debt and equity both public and private, Leasing and Real Estate Financing, and many other areas. He graduated with honors in economics from Princeton University, followed by graduating at the top of his class in the MBA program at New York University (NYU) Business School. Until 1990, this expert served as an investment banker at Dillon, Read & Co. Inc., one of the most prominent American investment banks of the twentieth Century. Joining the firm as an associate, he became a Vice-President, then Senior Vice-President, and was elected Managing Director in 1982. In November 1990, he resigned from Dillon, Read & Co. Inc. to pursue a new business opportunity. From October 1993 through February 1995, he served as President and CEO of Gulf USA Corporation, shepherding it through a reorganization process, and as a Director of Gulf Resources Pacific in New Zealand, a 90% owned subsidiary and one of the largest commercial real estate companies in New Zealand. He also served as an advisor to certain corporate finance departments of medium-size investment banks, including Gruntal Capital Markets. In addition, he served on certain boards of directors. This expert is currently a Senior Director at a boutique investment bank with both U.S. and foreign clients.
Investment Banking Consultant, Independent
Master of Business Administration (MBA), New York University Graduate School of Business
Bedminster,
New Jersey
Find Investment Expert Witnesses In:
What Can an Investment Expert Witness Opine On?
Portfolio Diversification
Spreading investments to reduce risk.
Asset Allocation
Distributing assets among different categories.
Market Analysis
Evaluating market conditions for investment decisions.
Investment Research
Analyzing potential investment opportunities.
Risk Assessment
Evaluating potential risks in investments.
Performance Monitoring
Tracking investment performance over time.
FAQs for Investment Expert Witnesses
What is a investment expert witness?
An investment expert witness is a finance professional who explains complex investment issues in legal cases. They assist by reviewing records, giving opinions, testifying, and clarifying investment disputes.
What types of cases may benefit from the expertise of an investment expert witness?
Investment expert witnesses support securities fraud, broker misconduct, suitability, breach of fiduciary duty, portfolio mismanagement, valuation, and complex investment dispute cases.
How should counsel evaluate the credentials of an investment expert witness?
Counsel should evaluate an investment expert witness by reviewing their education, licenses, industry experience, prior testimony, publications, and case-specific investment expertise.
How can an investment expert witness assist in quantifying alleged investment losses?
An investment expert witness can quantify alleged investment losses by analyzing account records, market data, and benchmarks to calculate accurate, supportable damages figures.
What factors determine the appropriate scope of testimony for an investment expert witness?
The appropriate scope of testimony for an investment expert witness depends on their specific expertise, case issues, relevant regulations, and the evidence and methodologies they can reliably support.
What is Expert Institute’s process for selecting investment 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.