Fixed Income Experts
Search Related Disciplines:
Employment Retirement Income Security (E.R.I.S.A.), Income Tax
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Expertise Description: Consulting expert with more than 30 years experience in hedge funds, securities, and investments. In addition to currently serving as Adjunct Professor at the Fordham University Graduate School of Management, has been Adjunct Professor in the practice of finance at Rensselaer Polytechnic Institute and has previously taught finance at Carnegie Mellon, Princeton, and Yale Universities. He is a frequent speaker at hedge fund and investment conferences, and the author of... » Read Complete Profile
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Expertise Description: Former SEC Enforcement attorney that has served as an expert witness in various matters involving securities regulation and broker-dealer compliance and supervision. Has testified on matters involving private placements including those involving real estate-based investments such as TICs. Expertise includes: major investments frauds, systemic issues in compliance and supervision, and the underlying consideration and policy concerns applicable in investment disputes. Experienced in: California securities laws and/or Finra rules; ponzi schemes... » Read Complete Profile
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Expertise Description: C.P.A. - Consulting expert with more than 20 years experience in the field of Investment Management. Areas of expertise includes hedge funds, private equity, and traditional asset managers including retail mutual funds, global and institutional money managers, and other buy side firms. Formerly a CEO of a $20 billion investment management firm and a Partner and National Director with a professional services firm; leader of their global Hedge Fund practice... » Read Complete Profile
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Expertise Description: Consulting expert with more than 40 years experience in Finance & Mortgage Banking with specialty in creating and managing profitable production, underwriting, loan servicing, quality control, and secondary marketing divisions. Expertise includes mortgage-banking operations and underwriting; mortgage industry standards and practices; and residential real estate financing issues. Prior expert witness experience. Consultations, deposition, and courtroom testimony... » Read Complete Profile
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Expertise Description: M.A., J.D. - Consulting expert specialized in ERISA (Employee Retirement Income Security Act) and employee benefits with more than 10 years experience in the field. Expertise includes ERISA regulatory compliance, ERISA prohibited transaction analysis, establishment of commingled funds including trust and domestic funds, real estate investments, private equity funds, as well as international equities and fixed income, stable value, etc. Also expert in IRS and DOL correction programs. Previously worked... » Read Complete Profile
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Expertise Description: Experienced in all aspects of the financial services industry with unique and unparalleled hands on experience in hedge funds, mutual funds, and investment management. Has been working on Wall Street for more than 15 years and is fluent in aspects of retail and institutional brokerage, the securities markets, and fixed income and equity securities. Throughout his extensive career, he has worked in institutional brokerage, money management, and mutual fund and... » Read Complete Profile
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Expertise Description: C.P.A., B.C.F.A. - Specializes in accounting valuations, loss of income, economic damages, insurance loss, family law, fraud, forensic accounting, asset tracing and trust accounting... » Read Complete Profile
