This seasoned expert witness has 29 years of financial exxperience. He has a broad and deep background in various dimensions of financial services and investment management. He has worked as a senior investment analyst and portfolio manager at Arden Asset Management and Guggenheim Partners, a senior risk officer at Bear Stearns, a convertible arbitrage salesman at Murphy & Durieu, and a credit analyst and loan officer at Manufacturers Hanover. His litigation consulting ...
This highly qualified financial services expert has almost twenty years of experience across sales and trading, research, equity investing, and private equity. He earned his BA in economics and psychology and his MBA from University of North Carolina. He then gained his MS in finance from Georgetown University. This expert has served as a buy side trader and macro analyst at Goldman Sachs, the senior vice president of cross-asset and derivatives sales and trading at ...
This C-level financial executive has 35+ years of experience in investment banking, capital markets, private equity, and business development. He is an expert in the global alternative investment industry with a BS from Boston University, an MBA from Stern at NYU, and the Level I CAIA certification. He is also a regular speaker on the international alternative investments conference circuit and has contributed to various industry publications. Most recently, the expert ...
Since graduating from Northwestern Law School, this expert has worked as a corporate attorney for over 12 years. He has extensive experience advising as to SEC-registered and exempt transactions, including initial public offerings, common and preferred equity offerings and debt offerings. Additionally, he has worked in large, prestigious law firms such as Sidley Austin and also worked at the U.S. Treasury Department on the Troubled Asset Relief Program. He currently is ...
This expert has been working with fire extinguishing systems for 40 years. He is a Registered Professional Engineer and holds membership in both the Society of Fire Protection Engineers and the National Fire Protection Association. He spent 15 years working for Ansul/Wormald, starting as a Development Engineer of fire suppression products and working his way up through the roles of Manufacturing Engineer, Operations Management, Applications Engineer, Product Development ...
This expert has over 30 years of experience in the wine and spirits industry and is highly familiar with the global trends. Prior to establishing his own consultancy, he held senior positions at Pernod Ricard and Seagram. While Vice President of Marketing for Pernod Ricard Americas Travel Retail, he created the Marketing Department for this new company which, under his management, grew volume sales to over 1 million cases and over $20 million profit in the Americas Duty ...
This expert is a senior-level investment manager with extensive experience in long/short equity investing. He is an expert in hedge fund strategies, securities selection, portfolio management and other investment-related issues. He has provided consulting, investment research and expert witness services to investment funds and law firms since 2004. He earned his masters in business administration from Harvard Business School and is currently a Senior Investment ...
This expert has over 25 years of experience, transitioning through the professional disciplines of accounting, tax, law and finance, including public accounting and private law practice, as well as legal and corporate finance executive positions with Oryx Energy (now Anadarko Petroleum), Verizon and GreenTech Petroleum. He leverages on multi-disciplinary skill-sets in overseeing capital structure, determining the optimum mix of debt, equity and internal financing, ...
This expert specializes in hotel operations, hospitality industry franchising, management company operations, and guest safety issues. He has more than 40 years of experience in the field. He is a certified hotel administrator. He started his career as the youngest general manager of the Holiday Inn chain at the age of 18. He served as President & CEO of The Equity Hotel Corporation which operated approximately 45 hotels in 14 states including economy, mid-tier and ...
This 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 ...
This case involves an individual who suffered significant equity losses due to allegedly negligent capital market investment advice provided by the defendant firm. The plaintiff in Nevada initially established various securities accounts with the defendants. The plaintiff also established a discretionary, managed…
This case involves a Plaintiff who suffered significant equity losses while working with a private wealth manager. The Defendant provided investment advice, financial planning and other consulting services to investors. The plaintiff initially established various securities accounts with the defendants.…
This case involves a renewable products company that alleged it would be able to provide sustainable alternatives to a broad range of petroleum-sourced products, from new sources of natural energy and solar panel designs to inventive replacements for traditional fuel-cell…
This case involves a private equity fund’s managing partner and the manager of the fund’s trading operations. The managing partner told potential investors that the fund was an investment vehicle that would allow investors to capitalize from both bull and…