Pension Funds Experts
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Construction Funds Disbursement, Funds Disbursement, Pension Benefit Guaranty Corporation (P.B.G.C.), Hedge Funds, Mutual Funds, Electronic Funds, Pension Losses, Pensions, Airline Pensions
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Expertise Description: Consulting expert specialized in security arbitration with more than 40 years in the field. Experience includes: mutual funds, variable annuities, 72T, suitability and fiduciary duty, supervision, churning, asset allocation, misuse of margin, unauthorized trading, hedge funds, and analysis cases. Has been retained and testified in over 100 cases. One of only a few experts that has been retained by the NYSE Enforcement division (now merged into FINRA). Has also consulted... » Read Complete Profile
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Expertise Description: M.B.A. - Experienced management consultant and expert witness. Experience includes business performance, lost profits, valuation of contract damages, projections and historic studies of revenue and costs, patent, trademark and copyright damages, software valuation, disputes over hardware and software performance, investigation for fraud, forensic accounting, evaluation of appropriate personnel compensation, and calculation of lost wages. More than 25 years expert witness experience. Consultations, depositions, and courtroom testimony... » Read Complete Profile
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Expertise Description: Ph.D. - Distinguished Professor of Statistics at a University of California school with over 40 years of experience in research and applied statistics, specializing in legal support including: construction defect analysis; sampling and sample survey problems; discrimination issues; experimental design; drug comparisons; statistical analysis of testing procedures; damages and liability assessment (loss of profits, reasonable royalty, fair market value, structured settlements, lost earnings / benefits, costs of care / rehabilitation... » Read Complete Profile
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Expertise Description: C.E.B.S, C.F.P., C.M.F.C., C.R.P.S. - Consulting expert specializing in Financial Planning, Employee Benefits, and the Employee Retirement Income Security Act (ERISA). President of a financial planning and employee benefits consulting firm serving clients throughout the U.S. Firm provides advice to fiduciaries and plan sponsors regarding their obligations under Title I of ERISA and litigation support to employee benefit attorneys. The firm is a registered investment advisor and provides investment advice... » Read Complete Profile
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Expertise Description: Ph.D. - Consulting expert specialized in economics and finance with 40 years experience in the field. Experienced in providing testimony and litigation support services in evaluating damages. Has developed econometric analysis for: personal injury losses including lost ages, as well as antitrust, patent valuation, business losses, business valuation, pension losses, security losses, commercial damages, employment discrimination, identity theft, and FCRA credit damages. Has been cited extensively in The Wall Street... » 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: C.L.U., C.H.F.C. - Experienced insurance, legal, and accounting consultant with more than 25 years experience in the field. Expertise includes IRS audit assistance and support; 419e and 412i plan defense; tax laws; and stock market, mutual fund, and insurance losses. Additional expertise in Employee Benefit plans, Life Insurance, Estates, Trusts, and Pensions. Chartered Life Underwriter (C.L.U.). Chartered Financial Consultant (C.H.F.C.). More than 10 years expert witness experience... » Read Complete Profile
