Investment Management Expert #7045

This sample expert has experience as a consultant and expert witness in economic and investment management consulting, economic damage assessment and litigation support on cases involving: investment management fees and practices; tax shelters; securities and investment-related damages; investment performance and suitability; event studies; asset allocation analysis and options; derivatives and swap valuation.

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Areas of Finance expertise

Risk Management
Trust Management
Investment Suitability
Derivative Valuation
Investment Strategy Analysis
Economic Damages
Tax Shelters
Mutual Funds and Investment Industry Practice

Educational backgroud

Bachelor of Arts in Mathematics from Queens College of the City University of New York
Ph.D. in Mathematics from the University of California at Berkeley

Experience in field

Qualified as an expert witness in numerous securities-related matters in various jurisdictions, providing litigation support to accountants and attorneys. Experience in litigation has been in cases involving.