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Expert Witnesses in Investment Management

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Portfolio Management Expert #1831

This sample expert is a founding partner of a comprehensive wealth management company. Currently principal and portfolio manager of the firm.

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Investment Management Expert #45260

I have 30 years of experience and specialize in the field of investment management with specific knowledge in the areas of mutual and hedge fund operations, mutual and hedge fund distribution, and investment company and Investment Advisors Act compliance, policies and procedures. I have testified on commodity pool operational procedures.

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Investment Management Expert #6348

I have 25 years of experience, and specialize in the field of investment management with specific knowledge in the areas of stock picking, hedging and short-selling. I have published on such topics as hedging, risk management and the macroeconomy. I have testified on valuing privately held companies, and analyzing financial statements. I have launched and…

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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.

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Investment Management Expert #7448

I have 35 years of experience and specialize in the field of investment management with specific knowledge in the area of fiduciary duty, suitability and standards of care. I have testified 50 times on topics such as fiduciary duty, mutual funds, hedge funds, standards of care, investment research and structured finance.

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Investment Management Expert #8279

I have 35 years of experience and specialize in the field of investment management and investment banking with specific knowledge in the areas of mutual funds, separate account management, and mergers and acquisitions. I have published on such topics as global economy, global capital and international equity markets, and US domestic stock markets. I have…

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Investment Management, Credit Expert #14862

I have 20 years of experience in the field of investment management, with specific knowledge of operations, accounting, and investment technology.

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Investment Management Expert #15029

I have 20 years of experience and specialize in the field of investment management with specific knowledge in the areas of stocks, bonds and mutual funds. I have published on such topics as economics, equity research and investment licensing. I have testified on investment management, compliance and trading.

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High Frequency Trading Expert #16377

This sample expert has over 15 years of experience, and specializes in the field of finance with specific knowledge in the areas of market microstructure, mutual funds and hedge funds. Published on such topics as MiFID, liquidity in long-dated options and futures and mutual fund end-of-quarter return manipulation.

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Investment Management Expert #17708

I have 15 years of experience in the field of investment management, with specific knowledge of the stock market, retirement planning and investment strategies. I have published on such topics as corporate strategy, mergers and acquisitions.

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Investment Management Expert #22502

I have 8 years of experience, and specialize in the field of investment management consulting and audit with specific knowledge in the areas of business process and systems assurance (front, middle, and back office), valuation, data management, investment compliance, risk management, FAS 157, and the Investment Company Act of 1940.

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Investment Management Expert #22864

I have 17 years of experience, and specialize in the field of finance, with specific knowledge of derivatives, investments and corporate finance. I have published on such topics as risk management, price behavior and investment performance.

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Investment Management Expert #23076

I have 40 years of experience in the field of investment management with specific knowledge in the areas of portfolio management, trading and presentations. I have testified on risk of covered and naked options, and investment management timing.

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Investment Management Expert #29937

I have 17 years of experience and specialize in the field of investment management, with specific knowledge of private equity, public equity and fund management.

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Investment Management Expert #34059

I have 18 years of experience in the field of financial advising, with specific knowledge in the areas of stocks, bonds, and mutual funds.

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Investment Management Expert #34256

I have 17 years of experience and specialize in the field of investment management, securities trading and valuation, and creating compensation plans with specific knowledge in the areas of compensation structures, suitability and valuation. I have published on such topics as structuring private placements, sales practices and managing risk. I have testified on sales practices,…

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Investment Management Expert #34478

I have 25 years of experience in the field of investment management, with specific knowledge in the areas of fixed income, securities analysis, and portfolio management, foundations and trusts, and mutual fund management.

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