Investment Management Experts
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Expertise Description: Has worked in the investment management industry his entire career. Expert in 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 'Big 4Ÿ? professional services firm; leader of their global Hedge Fund practice. Manages a boutique investment management-consulting firm... » Read Complete Profile
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Expertise Description: CFP, CDFA – Consulting expert with over 11 years comprehensive financial advisory experience gained as a registered representative of national wire-houses. Specializes in matters related to investment management by fiduciaries, trustees, personal representatives, and financial consultants, as well as adherence to SEC / FINRA standards of conduct for broker-dealers, registered investment advisors, and their representatives. Emphasis on investment analysis and decision-making processes / modern portfolio theory; asset allocation, diversification, risk... » Read Complete Profile
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Expertise Description: M.B.A. – Consulting expert in hedge fund strategies, securities selections, and portfolio management. Expertise includes the investigation, detection, quantification, and reporting of financial fraud and asset misappropriations. Extensive experience in trading listed securities, primarily equities and options, as well as analyzing investment instruments. Solely managed a large portfolio (over $800 million) of long / short publicly traded equities. Highly familiar with fiduciary duty requirements. Current adjunct professor teaching Portfolio Management... » Read Complete Profile
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Expertise Description: J.D. - Consulting expert specializing in finance (especially securitizations and structured finance), derivatives and securities law, with more than 35 years of experience in the field. Structured finance: CDOs (cash, synthetic, and hybrid), CLOs, CBOs, asset-backed securities (ABS), mortgage-backed securities (MBS), asset-backed commercial paper (ABCP), and structured investment vehicles (SIVs). Derivatives: credit default swaps (CDS), interest rate swaps, currency swaps, and commodity swaps. Finance : asset-based lending, secured loans, real... » 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: M.A.I., C.P.M. - Experienced in real estate appraisal and real estate brokerage issues; has over 20 years experience in the real estate industry with a background in brokerage, appraisals, property management, asset management and investments... » Read Complete Profile
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Expertise Description: Experienced in the field of real estate investments and development; areas include commercial, residential property and land development (office, industrial, retail, apartment, single family subdivision, hotel, park and educational uses), economic / financial analysis, analysis of damages / lost profits, asset and property management, development, leases and ground leases, standards of care / due diligence, property financing, entitlement matters, land use policy, contracting, public sector development, professional standards, landlord /... » Read Complete Profile
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Expertise Description: C.P.A., M.B.A. - Owner of freelance forensic accounting business and contract Associate of civil litigation expert firm in Los Angeles. Expertise in Forensic / Investigative Accounting. Civil case exposure includes breach of contract, negligence, intellectual property, wrongful termination, and personal injury / accident, within sectors such as government agency, defense, manufacturing and distribution, healthcare, insurance, and real estate. Family law knowledge includes determination / tracing of assets, debts and income... » Read Complete Profile
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Expertise Description: Consulting real estate expert with more than 40 years experience in the field. Expert in residential and commercial sales and management. Real estate education and experience includes: real estate law, taxation, exchanging, agency, construction, ethics, total quality management, and more. Extensive experience in Las Vegas real estate. Over 30 years expert witness experience. Consultations, depositions, and courtroom testimony... » Read Complete Profile
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Expertise Description: C.P.A./C.F.F., C.F.E. - Consulting practice focusing on litigation services as well as federal tax services and practice management consulting for professional firms. Has more than 40 years of experience practicing public accounting. Was one of the first to receive Certified in Financial Forensics (C.F.F.) credential from the AICPA. Is a member of the AICPA's Forensic and Litigation Services Committee. Conducts forensic investigations and serves as consulting expert, and/or testifying expert... » Read Complete Profile
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Expertise Description: Expertise in Finance and Corporate Accounting with more than 15 years in the field. Finance experience includes: mergers and acquisitions, due diligence, public stock offerings, public bond offerings, investment management, BOD and executive committee reporting, internal and SEC financial reporting, audit, forecasting and budgeting, internal controls, credit, debt restructuring, and global risk assessment. Real estate experience includes: investment in property, rental and tenant management, evaluation of Home Owner Association, BOD... » Read Complete Profile
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Expertise Description: M.S.H.A. - Consulting healthcare administrator, CEO, and former COO of national healthcare and physician management companies. Experienced in health administration issues, including: project management, staff development, practice analysis, expansion, and operational and financial management. Expertise includes A / R and collections, revenue enhancement, claims processing, acquisitions, mergers, investments, human resources, training, staff development, contracting, marketing, and product line management. Expert witness consultations, depositions, and courtroom testimony... » Read Complete Profile
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Expertise Description: Consulting expert with more than 35 years experience in the construction industry. Experience includes contract disputes, cost of repair, and order changes. Founder and President of a general contractor and commercial real estate developer. Company has built since 1977 more than 1,000 projects totaling over 15 million square feet costing over $700 million. Expert has been listed in the top 20 largest general contractors located in Orange County. Projects include... » Read Complete Profile
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Expertise Description: - Practicing real estate broker, specializing in standards and practices, listings, residential sales, disclosures, residential / investment real estate holdings, policy research / development, policies and procedures, and executive level management. Additional expertise includes: agency relationships, including disclosure and duties; arbitration / mediation; construction; ethics / professional conduct; fair housing; land use; probate sales; professional standards; residential real estate; transfer disclosures; and trust fund management. Instructor. Invited speaker. Prior expert... » Read Complete Profile
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Expertise Description: > M.B.A. - Management expert specializing in marketing and sales. Expertise includes: advertising; Asian and Pacific Rim markets; conflict resolution in representations, distribution, and purchase agreements; distribution network development; information technology investments; purchasing / distribution; sales incentive program development; and supplier support during mergers / acquisitions. Multiple publications. Expert witness consultations, depositions, and courtroom testimony... » 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: Real estate broker with over 40 years experience in the real estate industry. Prior case work involving commercial real estate customs and practices, lease interpretation, options, exclusives, pro-formas, traffic, and building layouts... » Read Complete Profile
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Expertise Description: Commercial real estate professional with over 30 years experience in the field. Experienced in all facets of real estate portfolio, asset, and property management. Expert in acquisition, disposition, and financing transactions of income-producing real estate as well as leasing and property operations and, real estate-related risk management / insurance and legal matters. Experienced in foreclosure, commercial mortgage workouts, and real estate bankruptcy matters. More than 20 years expert witness experience... » Read Complete Profile
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Expertise Description: CPA, ABV, ISHC - Consultant has had 38 years of experience in the hospitality industry. His background includes experience in a variety of operations in the lodging and food service industries as well as 27 years of consulting experience. The combination of industry and consulting experience has equipped him to provide expertise in the areas of hotel and restaurant litigation services, new development, strategic planning, marketing, accounting and control systems... » Read Complete Profile
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Expertise Description: Banking and real estate finance professional. Consulting on issues in Commercial Banking, Mortgage Banking and Construction lending with over 40 years of banking and consulting experience, this expert has been retained over 200 times, has testified in deposition over 100 times, and testified in Federal and State Courts over 30 times. This expert has served as lending officer, senior real estate officer, portfolio manager, manager of multi-bank loan syndications, president... » Read Complete Profile
