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Expert Witnesses in Investments

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Investments Expert #730

I have 25 years of experience and specialize in the field of investments with specific knowledge in the areas of hedge funds, securities fraud and structured finance. I have published on such topics as investments, investing in hedge funds and financial portfolio management. I have testified 15 times on topics such as hedge funds, securities…

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Investments Expert #31319

I have 38 years of experience, and specialize in the field of investments with specific knowledge in the areas of fixed income and distressed debt. I have published on such topics as distressed debt.

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Investments, Stocks, Retirement Expert #2973

I have 31 years of experience, and specialize in the field of investments with specific knowledge in the areas of stocks, asset allocation and alternative investments.

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Investments, Securities, Options Expert #31861

I have 20 years of experience, and specialize in the field of securities regulation with specific knowledge in the areas of program trading, derivatives and equities. I have published on such topics as markets, numerous reports on trading violations and referred B/D for disciiplinary action. I was an expert and participant in developing procedures and…

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Investments, Options, Ethics Expert #9421

I have 20 years of experience in the field of investments, with specific knowledge of hedge funds, stock selection, and portfolio management and option investment strategies. I have published on such topics as option investment strategies, hedged investment strategies, and damages calculation methodologies. I have testified on damages due to portfolio losses, management of an…

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Securities, Banking, Investments Expert #33808

I have 23 years of experience in the field of financial management and brokerage, with specific knowledge in the areas of banking, private client management, and financial markets.

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Hedge Funds, Investments Expert #11848

I have 30 years of experience, and specialize in the field of securities and financial markets with specific knowledge in the areas of hedge funds, mortgage backed securities and foreign exchange. I have published on such topics as hedge funds, risk management and foreign exchange. I have testified 20 times on topics such as hedge…

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Investments Expert #34175

I have 25 years of experience in the field of finance, with specific knowledge in the areas of investing, equities and fixed-income. I have published on such topics as convertible bonds, dividend policy and market timing. I have testified on suitability, churning and market timing.

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Investments Expert #15782

I have 24 years of experience in the field of financial services, with specific knowledge of investments, compliance and human resources. I have testified 15 times on topics such as investment performance, compliance procedures and employee disputes.

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Investments Expert #35243

I have 43 years of experience in the field of finance with specific knowledge in the areas of accounting, investments and trusteeship. I have published on such topics as accounting, investments and trusteeship. I have testified 8 times on topics such as investments, accounting, and trustee matters.

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Investments Expert #16578

I have 35 years of experience and specialize in the field of finance with specific knowledge in the area of investment. I have published on such topics as portfolio performance, misleading models, stochastic models, misuse of statistics, long-term investment and passive investment. I have testified 30 times on topics such as mismanagement and/or misspelling of…

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Investments, Annuities Expert #36869

I have 16 years of experience, and specialize in the field of financial planning with specific knowledge in the areas of small business retirement plans, investments and estate planning. I have published on such topics as investing, small business retirement plans and IRA planning.

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Investments, Corporate Finance Expert #22268

I have 14 years of experience, and specialize in the field of finance with specific knowledge in the areas of investments, corporate finance and portfolio theory. I have published on such topics as mutual funds, closed-end funds and currency swap market efficiency.

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Economics, Investments Expert #38679

I have 20 years of experience, and specialize in the field of emerging market credit with specific knowledge in the areas of all types of emerging market debt financings, for banks and corporations. I have published on such topics as emerging market debt analysis and ratings, future flow rating methodology and various other credit reports…

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Investments Expert #22373

I have 33 years of experience in the field of financial services, with specific knowledge of investment management, brokerage, trust fiduciary services, pension plans, 401(k) and 457 plans, retirement plan recordkeeping and mutual funds. I have published on such topics as investment companies and their relationship with fund service providers, client research for clients of…

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Investments Expert #39875

I have 10 years of experience, and specialize in the field of investments and strategic management with specific knowledge in the areas of asset management, finance and emerging markets. I have published on such topics as emerging market economies, economic outlook and corporate valuation.

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1031, Syndications, Investments Expert #24487

I have 50 years of experience in the field of 1031 tax free exchanges, with specific knowledge in the areas of 1031 exchanges and syndication’s. I have published on such topics as limited liability companies, exchange articles and uses of syndication. I have testified on Internal Revenue Service agent inquiries.

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Life Insurance, Investments Expert #41819

I have 25 years of experience, and specialize in the field of economics with specific knowledge in the areas of decision theory under uncertainty, insurance economics and investment theory. I have published on such topics as finance, portfolio management and environmental economics. I have testified on the precautionary principle, the evaluation of damages under uncertainty.

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Investments, Fraud, Fiduciary Expert #25452

I have 15 years of experience, and specialize in the field of investments with specific knowledge in the areas of personal finance, risk analysis and fiduciary duties. I have published on such topics as international investments, personal investing and risk analysis. I have testified on investment fraud, fiduciary duties and client services.

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Investments, Security Analysis Expert #43362

I have 16 years of experience, and specialize in the field of finance with specific knowledge in the areas of investments, portfolio management and performance measurement. I have published on such topics as investments, asset allocation and financial markets. I have testified on CFA Institute Standards of Practice and asset allocation.

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Investments Expert #25996

I have 16 years of experience in the field of investments, with specific knowledge of trading, suitability and investment vehicles. I have published on such topics as indexing, international investments and Israel.

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Private Banking, Investments Expert #46078

I have 9 years of experience, and specialize in the field of wealth management and private client services with specific knowledge in the areas of investment management, asset allocation and wealth preservation. I have published on such topics as retirement planning, modern portfolio theory and wealth transfer strategies. Over my career I have raised and…

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Investments Expert #27214

I have 27 years of experience in the field of finance and investments, with specific knowledge of investments, corporate finance and derivatives. I have published on such topics as investment strategies and financial planning, derivative valuation and strategies, interest-rate modeling and investment banking process.

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Banking, Investments Expert #46578

I have 20 years of experience, and specialize in the field of treasury management with specific knowledge in the areas of cash management, foreign exchange and investments. I have published on such topics as foreign exchange, cash management and investments.

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Financial Services, Investments Expert #27478

I have 25 years of experience, and specialize in the field of marketing with specific knowledge in the areas of marketing strategy, service marketing and direct marketing. I have published on such topics as marketing, investments and finance.

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Finance, Planning, Investments Expert #46836

I have 35 years of experience, and specialize in the field of financial services with specific knowledge in the areas of qualified plans and fee disclosure.

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Finance, Investments, Analysis Expert #29124

I have 23 years of experience,and specialize in the field of financial economics, with specific knowledge of financial analysis, financial accounting and investments. I have published on such topics as discrimination in bank lending, currency crises and stockmarkets, and bank lending. I have testified on mortgage fraud.

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Investments, Management Expert #46995

I have 11 years of experience, and specialize in the field of investment management with specific knowledge in the area of fiduciary duties and responsibilities. I have published on such topics as investments, fiduciary duties and responsibilities. I have testified 15 times on topics such as investment management, fiduciary duties and responsibilities.

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Investments, Apartments Expert #30714

I have 17 years of experience, and specialize in the field of real estate with specific knowledge in the areas of commercial, residential and real estate owned transactions. I have published on such topics as investment trends and real estate owned investing.

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Investments, Securities Expert #47421

I have 15 years of experience, and specialize in the field of investments and securities with specific knowledge in the areas of churning, suitability and RIA activities. I have published on such topics as risk management, compliance and supervision. I have testified 10 times on topics such as suitability, fiduciary duty and RIA activities. I…

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Psychology, Investments Expert #31153

I have 13 years of experience, and specialize in the field of finance with specific knowledge in the areas of investments, institutional investors and individual investors. I have published on such topics as behavioral finance, investor behavior and corporate finance.

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Trust, Planning, Investments Expert #48433

I have 25 years of experience, and specialize in the field of estate planning with specific knowledge in the areas of business succession planning, fiduciary liability and fiduciary income tax. I have published on such topics as business succession planning, fiduciary income tax and asset protection planning. I have testified on fiduciary liability, attorney malpractice…

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